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State Street SPDR S&P Biotech ETF

738 hedge funds and large institutions have $9.85B invested in State Street SPDR S&P Biotech ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 193 increasing their positions, 282 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 129.89%156.78% (+27%)

3% less capital invested

Capital invested by funds: $10.2B → $9.85B (-$318M)

4% less funds holding

Funds holding: 769738 (-31)

12% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 117

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

32% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 282

38% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $3.32B

Holders
738
Holders Change
-31
Holders Change %
-4.03%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
103
Increased
193
Reduced
282
Closed
117
Calls
$2.07B
Puts
$3.32B
Net Calls
-$1.26B
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
301
Mesirow Financial Investment Management
Illinois
$908K
AI
302
Atria Investments
North Carolina
$906K +$101K +1,043 +12%
DMKJ
303
David M. Knott Jr
$901K
VWA
304
Visionary Wealth Advisors
Illinois
$898K +$36.2K +374 +4%
Comerica Bank
305
Comerica Bank
Texas
$895K -$33.3K -344 -3%
STA
306
Summit Trail Advisors
New York
$882K -$267K -2,752 -22%
Toronto Dominion Bank
307
Toronto Dominion Bank
Ontario, Canada
$874K -$1,000K -10,320 -52%
MIM
308
Macroview Investment Management
Maryland
$871K +$2.13K +22 +0.2%
RIL
309
Rothschild Investment LLC
Illinois
$870K +$27.3K +282 +3%
SI
310
Shaker Investments
Ohio
$869K +$6.88K +71 +0.7%
M&T Bank
311
M&T Bank
New York
$862K +$423K +4,366 +84%
AR
312
Advisory Research
Illinois
$861K +$4.94K +51 +0.5%
IFWM
313
Institute for Wealth Management
Colorado
$855K +$42.7K +441 +5%
VIM
314
Vista Investment Management
Pennsylvania
$851K -$117K -1,203 -11%
BCA
315
Bray Capital Advisors
Florida
$843K
GFPC
316
Global Financial Private Client
Florida
$840K +$70.4K +727 +8%
SI
317
Sava Infond
Slovenia
$836K +$899K +9,280 New
SFP
318
Shepherd Financial Partners
Massachusetts
$830K -$120K -1,234 -12%
BRWA
319
B. Riley Wealth Advisors
Florida
$830K -$466K -4,807 -34%
BPCE
320
Bank Pictet & Cie (Europe)
Germany
$820K +$198K +2,040 +29%
LA
321
LM Advisors
California
$818K +$24.6K +254 +3%
WAS
322
Wealth Advisory Solutions
Indiana
$804K -$581 -6 -0.1%
FWP
323
Firethorn Wealth Partners
Georgia
$797K +$74.5K +769 +10%
PVI
324
Pine Valley Investments
New Jersey
$797K -$149K -1,542 -15%
KWM
325
Koa Wealth Management
California
$796K -$37.7K -389 -4%

XBI Hedge Fund Activity: Q4 2024 in Review

738 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2024, worth a combined $9.85B — down 3.1% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of XBI and 103 opened new positions — a net loss of 14 holders — while 282 trimmed existing stakes and 193 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $860M. The largest seller was JP Morgan Chase, cutting an estimated $413M.

  • 738 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2024, down from 769 in Q3 2024.
  • Funds reported $9.85B of State Street SPDR S&P Biotech ETF stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 103 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2024 and 117 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $860M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2024 was JP Morgan Chase, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.