We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

702 hedge funds and large institutions have $7.56B invested in State Street SPDR S&P Biotech ETF in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 199 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

11% more funds holding

Funds holding: 635702 (+67)

6% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 199

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5% less capital invested

Capital invested by funds: $7.94B → $7.56B (-$388M)

5.63% less ownership

Funds ownership: 111.08%105.45% (-5.6%)

21% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.35B

Holders
702
Holders Change
+67
Holders Change %
+10.55%
% of All Funds
10.8%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
140
Increased
211
Reduced
199
Closed
63
Calls
$2.63B
Puts
$3.35B
Net Calls
-$719M
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
KJHP
301
K.J. Harrison & Partners
Ontario, Canada
$886K +$953K +7,900 New
GPA
302
Guerra Pan Advisors
New Jersey
$883K +$952K +7,891 New
TA
303
Tiedemann Advisors
New York
$882K +$27.9K +231 +3%
CAM
304
Crestone Asset Management
Colorado
$870K -$149K -1,236 -14%
PHIMC
305
Private Harbour Investment Management & Counsel
Ohio
$864K -$51.1K -424 -5%
GWM
306
Greenwich Wealth Management
Connecticut
$823K +$127K +1,049 +17%
AC
307
ASB Consultores
Florida
$823K +$886K +7,349 New
CCA
308
Conservest Capital Advisors
Pennsylvania
$817K -$1.46M -12,093 -62%
ATC
309
Argent Trust Co
Tennessee
$817K -$145K -1,200 -14%
Bank of New York Mellon
310
Bank of New York Mellon
New York
$811K -$505K -4,189 -37%
GT
311
Glenmede Trust
Pennsylvania
$811K -$45K -373 -5%
SG
312
StoneX Group
New York
$810K +$15.9K +132 +2%
CAG
313
Crestwood Advisors Group
Massachusetts
$808K +$11.1K +92 +1%
PCM
314
Pinz Capital Management
New York
$806K +$458K +3,800 +112%
BCV
315
Banque Cantonale Vaudoise
Switzerland
$796K -$172K -1,427 -17%
EB
316
Eastern Bank
Massachusetts
$793K -$634K -5,257 -43%
AW
317
Alaethes Wealth
Nevada
$792K
CM
318
Columbus Macro
Pennsylvania
$786K +$846K +7,017 New
FM
319
Family Management
New York
$785K +$183K +1,514 +28%
MIM
320
Miller Investment Management
Pennsylvania
$779K +$431K +3,573 +105%
AWA
321
Arete Wealth Advisors
Illinois
$769K -$149K -1,239 -15%
RFWA
322
RPg Family Wealth Advisory
Massachusetts
$767K +$23.8K +197 +3%
IFA
323
Interactive Financial Advisors
Illinois
$767K +$51.5K +427 +7%
ASN
324
Advisory Services Network
Georgia
$765K +$824K +6,829 New
NL
325
NVWM LLC
Pennsylvania
$764K -$1.45K -12 -0.2%

XBI Hedge Fund Activity: Q4 2021 in Review

702 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2021, worth a combined $7.56B — down 4.9% from $7.94B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XBI positions and 63 closed out — a net gain of 77 holders — while 211 added to existing stakes and 199 trimmed.

The largest buyer was Boxer Capital, opening a new position worth an estimated $265M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $492M.

  • 702 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2021, up from 635 in Q3 2021.
  • Funds reported $7.56B of State Street SPDR S&P Biotech ETF stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 140 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2021 and 63 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2021 was Boxer Capital, an estimated $265M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2021.