We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

654 hedge funds and large institutions have $12.1B invested in State Street SPDR S&P Biotech ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 233 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 33

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

37% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 170

35% more capital invested

Capital invested by funds: $8.96B → $12.1B (+$3.1B)

18% more funds holding

Funds holding: 554654 (+100)

5.19% more ownership

Funds ownership: 171.15%176.34% (+5.2%)

80% less call options, than puts

Call options by funds: $883M | Put options by funds: $4.34B

Holders
654
Holders Change
+100
Holders Change %
+18.05%
% of All Funds
11.57%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
138
Increased
233
Reduced
170
Closed
33
Calls
$883M
Puts
$4.34B
Net Calls
-$3.46B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Peterson Wealth Management
Nevada
$921K +$105K +818 +14%
GVAG
277
Great Valley Advisor Group
Delaware
$917K +$401K +3,128 +92%
TSS
278
Two Sigma Securities
New York
$913K +$306K +2,388 +58%
Prudential Financial
279
Prudential Financial
New Jersey
$905K +$105K +823 +15%
Koshinski Asset Management
280
Koshinski Asset Management
Illinois
$903K -$9.09K -71 -1%
ARMC
281
American Research & Management Company
Massachusetts
$902K
TCOV
282
Trust Company of Vermont
Vermont
$895K +$22.8K +178 +3%
IWM
283
IHT Wealth Management
Illinois
$891K +$54.7K +427 +7%
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$889K -$53.5K -418 -6%
KTC
285
Kistler-Tiffany Companies
Pennsylvania
$879K -$32.7K -255 -4%
IP
286
Intellectus Partners
California
$878K +$167K +1,300 +26%
TCA
287
Transcend Capital Advisors
New Jersey
$877K -$184K -1,438 -19%
GWM
288
Geneos Wealth Management
Colorado
$874K +$111K +867 +11%
FPGK
289
Financial Partners Group (Kansas)
Kansas
$871K +$128 +1 +0%
NL
290
NVWM LLC
Pennsylvania
$868K -$2.82K -22 -0.4%
IFA
291
Interactive Financial Advisors
Illinois
$867K -$53.8K -420 -6%
GM
292
GeoWealth Management
Illinois
$856K +$405K +3,165 +108%
Vontobel Holding
293
Vontobel Holding
Switzerland
$845K +$769K +6,000 New
FSA
294
Financial Sense Advisors
California
$843K -$503K -3,926 -40%
DC
295
Diametric Capital
Massachusetts
$831K +$85.7K +669 +13%
BCM
296
Barometer Capital Management
Ontario, Canada
$831K +$304K +2,370 +67%
BCV
297
Banque Cantonale Vaudoise
Switzerland
$825K +$435K +3,397 +138%
P
298
&Partners
Tennessee
$819K -$28.8K -225 -4%
GCA
299
Greenwood Capital Associates
South Carolina
$814K +$741K +5,782 New
AAIM
300
Asset Advisors Investment Management
Georgia
$808K

XBI Hedge Fund Activity: Q4 2020 in Review

654 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2020, worth a combined $12.1B — up 35% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XBI positions and 33 closed out — a net gain of 105 holders — while 233 added to existing stakes and 170 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $1.23B.

  • 654 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2020, up from 554 in Q3 2020.
  • Funds reported $12.1B of State Street SPDR S&P Biotech ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2020 and 33 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.54B added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2020.