We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

656 hedge funds and large institutions have $12.4B invested in State Street SPDR S&P Biotech ETF in 2025 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 151 increasing their positions, 243 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 63

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

16% more capital invested

Capital invested by funds: $10.7B → $12.4B (+$1.69B)

14.41% more ownership

Funds ownership: 200.2%214.61% (+14%)

5% more funds holding

Funds holding: 625656 (+31)

24% less call options, than puts

Call options by funds: $2.38B | Put options by funds: $3.15B

38% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 243

Holders
656
Holders Change
+31
Holders Change %
+4.96%
% of All Funds
8.61%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
100
Increased
151
Reduced
243
Closed
63
Calls
$2.38B
Puts
$3.15B
Net Calls
-$772M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
301
Petra Financial Advisors
Colorado
$662K -$75.8K -841 -11%
SFP
302
Shepherd Financial Partners
Massachusetts
$661K -$29.3K -325 -5%
Fidelity Investments
303
Fidelity Investments
Massachusetts
$660K +$78.4K +870 +15%
PIMG
304
Patriot Investment Management Group
Tennessee
$653K
BWM
305
BigSur Wealth Management
Florida
$651K
CIA
306
Concurrent Investment Advisors
Florida
$644K -$82.3K -914 -12%
LP
307
LGL Partners
Pennsylvania
$642K -$48.5K -538 -8%
VIM
308
Vista Investment Management
Pennsylvania
$641K -$32.6K -362 -5%
WIM
309
Westside Investment Management
California
$636K +$18K +200 +3%
AWA
310
Arkadios Wealth Advisors
Georgia
$627K -$495K -5,499 -47%
GRP
311
Global Retirement Partners
California
$621K -$11.2K -124 -2%
MIC
312
Means Investment Company
Maine
$617K -$100K -1,112 -15%
AWF
313
Alpha Wealth Funds
Utah
$612K -$203K -2,250 -27%
SF
314
Synovus Financial
Georgia
$612K
HSA
315
HBK Sorce Advisory
Pennsylvania
$592K +$1.89K +21 +0.4%
PP
316
Patten & Patten
Tennessee
$584K +$14.9K +165 +3%
KWM
317
Kingsview Wealth Management
Oregon
$582K +$9.28K +103 +2%
RFA
318
Resurgent Financial Advisors
Georgia
$582K -$99.3K -1,103 -16%
TFA
319
Transamerica Financial Advisors
Florida
$581K +$13.8K +153 +3%
BHA
320
Beech Hill Advisors
New York
$577K -$44.7K -496 -8%
CA
321
CWC Advisors
Oregon
$572K +$14.1K +157 +3%
TAM
322
Titleist Asset Management
Texas
$570K
EWM
323
Evercore Wealth Management
New York
$570K -$252K -2,800 -33%
EAM
324
Empirical Asset Management
Massachusetts
$567K -$108K -1,200 -18%
NFSG
325
Newbridge Financial Services Group
Florida
$557K -$90.4K -1,004 -15%