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SPDR S&P Biotech ETF
XBI

Overview Fund Activity

738 hedge funds and large institutions have $8.01B invested in SPDR S&P Biotech ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 170 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+65
Holders Change %
+9.66%
% of All Funds
10.82%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
142
Increased
170
Reduced
268
Closed
67
Calls
$2.01B
Puts
$3.26B
Net Calls
-$1.25B
Net Calls Change
-$765M

Top Buyers

1
ACA
Avoro Capital Advisors
New York
$397M
2
Morgan Stanley
Morgan Stanley
New York
$959M
3
CHP
Castle Hook Partners
New York
$161M
4
MCM
Moore Capital Management
New York
$160M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$123M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$315M
2
Goldman Sachs
Goldman Sachs
New York
$907M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$62.7M
4
Citigroup
Citigroup
New York
$367M
5
PF
Phoenix Financial
Israel
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
326
AFG Fiduciary Services
Massachusetts
$811K -$45.3K -485 -5%
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$805K -$446 -5 -0.1%
SM
328
Southport Management
Wyoming
$804K +$804K +9,000 New
PFA
329
Petra Financial Advisors
Colorado
$800K -$150K -1,679 -16%
CUAMC
330
China Universal Asset Management Company
China
$795K – – –
ASN
331
Advisory Services Network
Georgia
$771K -$362K -4,049 -32%
IFWM
332
Institute for Wealth Management
Colorado
$763K +$38.9K +436 +5%
National Bank of Canada
333
National Bank of Canada
Quebec, Canada
$755K -$64.7K -718 -8%
CA
334
Cornerstone Advisory
Maryland
$752K -$281K -3,151 -27%
LCS
335
Levin Capital Strategies
New York
$748K +$748K +8,377 New
LSAG
336
Lake Street Advisors Group
New Hampshire
$744K +$744K +8,333 New
ML
337
McAdam LLC
Pennsylvania
$733K +$26.3K +295 +4%
AAS
338
Avantax Advisory Services
Texas
$733K -$502K -5,625 -41%
SCA
339
Snowden Capital Advisors
New York
$722K +$102K +1,147 +17%
BCM
340
Bayesian Capital Management
New York
$721K -$1.66M -18,585 -70%
RJT
341
Raymond James Trust
Florida
$717K -$93.1K -1,043 -11%
NAMP
342
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$712K -$62.5K -700 -8%
EWM
343
Evercore Wealth Management
New York
$688K -$28.1K -315 -4%
M&T Bank
344
M&T Bank
New York
$688K +$205K +2,301 +43%
ATC
345
Argent Trust Co
Tennessee
$686K -$761K -8,528 -53%
BWP
346
Balboa Wealth Partners
Arizona
$683K – – –
AC
347
Avestar Capital
New York
$682K -$6.25K -70 -0.9%
PCTC
348
Perkins Coie Trust Company
Washington
$678K -$338K -3,788 -33%
LFAS
349
Level Four Advisory Services
Texas
$674K -$80.9K -906 -11%
MSS
350
Mitchell Sinkler & Starr
Pennsylvania
$672K +$672K +7,525 New
12 13
14
15 16