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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
CC
326
Carlson Capital
Texas
$775K +$833K +8,600 New
PFA
327
Petra Financial Advisors
Colorado
$769K -$45K -464 -5%
EWM
328
Evercore Wealth Management
New York
$765K
WIA
329
World Investment Advisors
California
$762K +$819K +8,457 New
TSW
330
Thompson Siegel & Walmsley
Virginia
$738K -$131K -1,350 -14%
KIA
331
Knollwood Investment Advisory
Maryland
$736K
TSS
332
Two Sigma Securities
New York
$730K -$2.7M -27,854 -77%
CSS
333
Cubist Systematic Strategies
Connecticut
$729K +$785K +8,100 New
CUAMC
334
China Universal Asset Management Company
China
$722K -$1.46M -15,101 -65%
Marshall Wace
335
Marshall Wace
United Kingdom
$714K +$252K +2,600 +49%
SWP
336
Stratos Wealth Partners
Ohio
$700K -$103K -1,061 -12%
GPA
337
Guerra Pan Advisors
New Jersey
$698K
MCP
338
Militia Capital Partners
Nevada
$690K +$741K +7,644 New
MC
339
Mathes Company
New York
$689K -$142K -1,470 -16%
YDMI
340
Y.D. More Investments
Israel
$681K -$3.39K -35 -0.5%
NAMP
341
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$657K
Lazard Asset Management
342
Lazard Asset Management
New York
$654K -$35.5K -366 -5%
SAM
343
Sherman Asset Management
California
$653K +$702K +7,249 New
AFG
344
Atomi Financial Group
New York
$653K +$486K +5,012 +224%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$651K -$207K -2,135 -23%
TYCC
346
Texas Yale Capital Corp
Florida
$651K -$1.45K -15 -0.2%
SSA
347
Schonfeld Strategic Advisors
New York
$644K +$693K +7,154 +715,400%
AAS
348
Avantax Advisory Services
Texas
$644K +$37.2K +384 +6%
EFMC
349
Empire Financial Management Company
New York
$642K -$1.25M -12,882 -64%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$639K

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.