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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
LFAS
376
Level Four Advisory Services
Texas
$552K -$21.6K -223 -4%
PIMG
377
Patriot Investment Management Group
Tennessee
$546K -$36.3K -375 -6%
CGL
378
Clarius Group LLC
Washington
$545K
US Bancorp
379
US Bancorp
Minnesota
$539K -$18.4K -190 -3%
SGCA
380
Steel Grove Capital Advisors
Tennessee
$538K -$72.7K -750 -11%
FA
381
Fortis Advisors
Pennsylvania
$536K +$63K +650 +12%
SAM
382
Silvercrest Asset Management
New York
$535K +$9.69K +100 +2%
ACI
383
Alpha Cubed Investments
California
$524K -$22M -227,549 -98%
CWM
384
Cornerstone Wealth Management
Missouri
$520K +$560K +5,776 New
OC
385
Oakworth Capital
Alabama
$513K -$26.3K -271 -5%
TL
386
Tradewinds LLC
North Carolina
$509K +$555K +5,733 New
PCIA
387
Prime Capital Investment Advisors
Kansas
$506K -$8.72K -90 -2%
EWA
388
EP Wealth Advisors
California
$498K +$50.2K +518 +10%
HIC
389
Hartline Investment Corp
Illinois
$496K
Renaissance Technologies
390
Renaissance Technologies
New York
$495K +$533K +5,500 New
CA
391
Calton & Associates
Florida
$494K +$532K +5,487 New
TFA
392
Transamerica Financial Advisors
Florida
$493K -$148K -1,532 -22%
MIIM
393
Mesirow Institutional Investment Management
Illinois
$492K
GT
394
Glenmede Trust
Pennsylvania
$492K -$139K -1,434 -21%
HIA
395
Harbor Investment Advisory
Maryland
$490K -$161K -1,666 -23%
BEC
396
Blue Edge Capital
Virginia
$484K
VCA
397
Verdence Capital Advisors
Maryland
$481K
SA
398
Sicart Associates
New York
$478K
RCAG
399
Rehmann Capital Advisory Group
Michigan
$477K +$33.4K +345 +7%
BCG
400
Breakwater Capital Group
New Jersey
$474K +$72.1K +744 +16%

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.