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State Street SPDR S&P Biotech ETF

703 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Biotech ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

10% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 112

3% more call options, than puts

Call options by funds: $2.67B | Put options by funds: $2.59B

0% more funds holding

Funds holding: 702703 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

7% less capital invested

Capital invested by funds: $7.56B → $7.06B (-$497M)

7.66% less ownership

Funds ownership: 105.45%97.79% (-7.7%)

Holders
703
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
123
Increased
243
Reduced
186
Closed
112
Calls
$2.67B
Puts
$2.59B
Net Calls
+$79M
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
401
FFT Wealth Management
Pennsylvania
$452K +$464K +5,027 New
NFG
402
Nations Financial Group
Iowa
$451K +$463K +5,019 New
ARMC
403
American Research & Management Company
Massachusetts
$449K +$1.29K +14 +0.3%
TC
404
Tatro Capital
Kentucky
$449K +$461K +4,990 New
BAM
405
Belpointe Asset Management
Nevada
$448K -$47.2K -511 -9%
PFS
406
Prospera Financial Services
Texas
$442K +$96.4K +1,044 +27%
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$437K
Fidelity Investments
408
Fidelity Investments
Massachusetts
$434K -$4.78M -51,776 -91%
DWP
409
Destiny Wealth Partners
Florida
$431K -$4.39M -47,527 -91%
MSS
410
Mitchell Sinkler & Starr
Pennsylvania
$430K +$60.5K +655 +16%
NEPWA
411
New England Private Wealth Advisors
Massachusetts
$427K
PHS
412
Pekin Hardy Strauss
Illinois
$420K +$431K +4,668 New
MA
413
Montag & Associates
Georgia
$419K
HI
414
Harper Investing
California
$418K +$430K +4,656 New
KTC
415
Kistler-Tiffany Companies
Pennsylvania
$415K
JCM
416
Jacobi Capital Management
Pennsylvania
$415K +$54.9K +595 +15%
Bank of New York Mellon
417
Bank of New York Mellon
New York
$414K -$243K -2,632 -36%
WW
418
Waterfront Wealth
Kansas
$408K +$183K +1,983 +80%
MOS
419
MGO One Seven
Ohio
$406K -$14.8K -160 -3%
FPGK
420
Financial Partners Group (Kansas)
Kansas
$405K -$52.8K -572 -11%
KPWS
421
Kestra Private Wealth Services
Texas
$405K +$168K +1,822 +68%
APA
422
American Portfolios Advisors
New York
$403K -$151K -1,633 -27%
IWA
423
IBEX Wealth Advisors
New Jersey
$401K +$4.34K +47 +1%
WPP
424
Whalerock Point Partners
Rhode Island
$389K
DTL
425
Dynamic Technology Lab
Singapore
$387K +$224K +2,421 +129%

XBI Hedge Fund Activity: Q1 2022 in Review

703 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2022, worth a combined $7.06B — down 6.6% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new XBI positions and 112 closed out — a net gain of 11 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $638M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $419M.

  • 703 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2022, up from 702 in Q4 2021.
  • Funds reported $7.06B of State Street SPDR S&P Biotech ETF stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2022 and 112 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2022 was Morgan Stanley, an estimated $638M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.