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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 %
FHA
376
Flagship Harbor Advisors
Massachusetts
$555K +$24.4K +273 +5%
BRWA
377
B. Riley Wealth Advisors
Florida
$548K -$83.3K -933 -13%
CA
378
Calton & Associates
Florida
$544K +$544K +6,091 New
IAS
379
Insigneo Advisory Services
Florida
$537K +$537K +6,019 New
QCG
380
Quadrant Capital Group
Ohio
$536K +$536K +6,000 New
FAIM
381
Financial Advocates Investment Management
Washington
$534K +$232K +2,440 +77%
WIM
382
Westside Investment Management
California
$533K -$112K -1,250 -17%
SFA
383
Sequoia Financial Advisors
Ohio
$533K +$533K +5,968 New
WF
384
Warner Financial
Maryland
$532K -$353K -3,956 -40%
FTUS
385
Flow Traders U.S.
New York
$532K +$532K +5,958 New
VWM
386
VCI Wealth Management
Missouri
$530K +$530K +5,937 New
AW
387
Alaethes Wealth
Nevada
$527K -$79K -885 -13%
IC
388
IEQ Capital
California
$526K -$8.39K -94 -2%
KWA
389
Kingswood Wealth Advisors
California
$522K -$41.5K -465 -7%
GSEP
390
Golden State Equity Partners
California
$521K +$5.27K +59 +1%
NS
391
NBC Securities
Alabama
$521K +$19.5K +219 +4%
SAM
392
Silvercrest Asset Management
New York
$520K – – –
VPA
393
Vernal Point Advisors
California
$518K +$518K +5,801 New
MC
394
Mathes Company
New York
$506K – – –
VNA
395
Valley National Advisers
Pennsylvania
$504K +$118K +1,327 +31%
EWA
396
EP Wealth Advisors
California
$501K -$1.36M -15,178 -73%
YDMI
397
Y.D. More Investments
Israel
$500K +$491K +5,500 +5,500%
PWM
398
Perigon Wealth Management
California
$497K -$58K -650 -10%
MIIM
399
Mesirow Institutional Investment Management
Illinois
$497K +$15.2K +170 +3%
BPCE
400
Bank Pictet & Cie (Europe)
Germany
$494K +$150K +1,680 +44%
14 15
16
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