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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
IFA
351
Interactive Financial Advisors
Illinois
$633K -$4.26K -44 -0.6%
PCIG
352
Partners Capital Investment Group
Massachusetts
$624K -$672K -6,934 -50%
Vontobel Holding
353
Vontobel Holding
Switzerland
$621K +$34K +351 +5%
EAM
354
Empirical Asset Management
Massachusetts
$620K -$61K -630 -6%
TFF
355
The Family Firm
Maryland
$612K +$23.5K +243 +4%
MCCA
356
Mill Creek Capital Advisors
Pennsylvania
$609K -$21.1K -218 -3%
AllianceBernstein
357
AllianceBernstein
Tennessee
$607K +$653K +6,737 New
Fidelity Investments
358
Fidelity Investments
Massachusetts
$602K -$25.1K -259 -4%
BHA
359
Beech Hill Advisors
New York
$599K +$15.7K +162 +2%
MWM
360
Melfa Wealth Management
Massachusetts
$598K
SF
361
Synovus Financial
Georgia
$594K -$271K -2,801 -30%
WS
362
Wedbush Securities
California
$593K +$39.2K +405 +7%
FIM
363
FWL Investment Management
Texas
$587K -$11M -114,005 -95%
BWM
364
BigSur Wealth Management
Florida
$585K
AWA
365
Arkadios Wealth Advisors
Georgia
$582K -$3.21M -33,131 -84%
ML
366
McAdam LLC
Pennsylvania
$577K -$121K -1,248 -16%
SF
367
Summit Financial
New Jersey
$575K -$24K -248 -4%
PCTC
368
Perkins Coie Trust Company
Washington
$574K -$35.9K -371 -5%
KWM
369
Kingsview Wealth Management
Oregon
$572K +$231K +2,388 +60%
CSP
370
Cary Street Partners
Virginia
$566K +$609K +6,287 New
MCM
371
MAI Capital Management
Ohio
$562K +$3.1K +32 +0.5%
FHC
372
First Heartland Consultants
Missouri
$556K -$92.3K -953 -13%
WIM
373
Westside Investment Management
California
$556K
PP
374
Patten & Patten
Tennessee
$554K -$37.8K -390 -6%
KA
375
Kovack Advisors
Florida
$553K +$155K +1,597 +35%

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.