We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

414 hedge funds and large institutions have $5.13B invested in State Street SPDR S&P Biotech ETF in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 119 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 45

32% more capital invested

Capital invested by funds: $3.88B → $5.13B (+$1.25B)

23% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 119

12% more funds holding in top 10

Funds holding in top 10: 1719 (+2)

10.15% more ownership

Funds ownership: 96.2%106.36% (+10%)

4% more funds holding

Funds holding: 397414 (+17)

57% less call options, than puts

Call options by funds: $691M | Put options by funds: $1.62B

Holders
414
Holders Change
+17
Holders Change %
+4.28%
% of All Funds
9.49%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.44%
New
69
Increased
146
Reduced
119
Closed
45
Calls
$691M
Puts
$1.62B
Net Calls
-$927M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
351
Hudock Inc
Pennsylvania
$45K +$44.6K +489 +1,482%
SFSIG
352
San Francisco Sentry Investment Group
California
$44K -$11K -120 -19%
DSN
353
D. Scott Neal
Kentucky
$44K
CFN
354
Cordasco Financial Network
Florida
$44K +$45.6K +500 New
CPA
355
Clear Perspective Advisors
Illinois
$42K
AssetMark Inc
356
AssetMark Inc
California
$41K -$72.9M -798,812 -100%
YWP
357
YorkBridge Wealth Partners
New York
$40K
CMBA
358
C.M. Bidwell & Associates
Hawaii
$39K
LNB
359
Ledyard National Bank
$39K
CTB
360
Country Trust Bank
Illinois
$34K
SCM
361
Stumpf Capital Management
Arizona
$34K
HNB
362
Huntington National Bank
Ohio
$33K
SMFG
363
Sumitomo Mitsui Financial Group
Japan
$33K +$34.6K +379 New
GWA
364
Guidant Wealth Advisors
Illinois
$32K
FANJ
365
Financial Architects (New Jersey)
New Jersey
$30K +$18.3K +200 +148%
HCM
366
Highlander Capital Management
New Jersey
$27K
JFA
367
JNBA Financial Advisors
Minnesota
$26K
SQA
368
Simon Quick Advisors
New Jersey
$26K
AIM
369
Advantage Investment Management
Iowa
$25K
PFBT
370
Parkside Financial Bank & Trust
Missouri
$25K
PFGIA
371
Patriot Financial Group Insurance Agency
Massachusetts
$25K
NC
372
NewSquare Capital
Pennsylvania
$22K +$22.8K +250 New
WPW
373
Winthrop Partners - WNY
New York
$21.3K +$22.8K +250 New
KF
374
Krilogy Financial
Missouri
$21K
CFA
375
Carroll Financial Associates
North Carolina
$21K +$9.13K +100 +71%

XBI Hedge Fund Activity: Q1 2018 in Review

414 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2018, worth a combined $5.13B — up 32% from $3.88B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new XBI positions and 45 closed out — a net gain of 24 holders — while 146 added to existing stakes and 119 trimmed.

The largest buyer was Deutsche Bank, opening a new position worth an estimated $472M. The largest seller was AssetMark Inc, cutting an estimated $72.9M.

  • 414 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2018, up from 397 in Q4 2017.
  • Funds reported $5.13B of State Street SPDR S&P Biotech ETF stock for Q1 2018, up 32% quarter-over-quarter.
  • 69 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2018 and 45 closed out, a net change of +24 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2018 was Deutsche Bank, an estimated $472M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2018 was AssetMark Inc, an estimated $72.9M sold.

Based on aggregated 13F filings for Q1 2018.