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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 %
SF
426
Summit Financial
New Jersey
$436K +$98.3K +1,101 +29%
FNBT
427
FineMark National Bank & Trust
Florida
$435K – – –
BHA
428
Beech Hill Advisors
New York
$433K +$433K +4,852 New
SIC
429
Salem Investment Counselors
North Carolina
$433K -$536K -6,000 -55%
MPW
430
MGO Private Wealth
California
$428K -$1.01M -11,259 -70%
HI
431
Harbour Investments
Wisconsin
$428K – – –
NL
432
NVWM LLC
Pennsylvania
$427K -$28.6K -320 -6%
CCG
433
Coastwise Capital Group
California
$419K +$41.5K +465 +11%
TWP
434
Tempus Wealth Planning
California
$415K +$36.9K +413 +10%
SF
435
Synovus Financial
Georgia
$412K -$36.5K -409 -8%
UM
436
Ulysses Management
New York
$402K +$402K +4,500 New
CG
437
Caprock Group
Idaho
$398K -$120K -1,340 -23%
FWP
438
FAS Wealth Partners
Kansas
$395K +$227K +2,540 +134%
HSA
439
HBK Sorce Advisory
Pennsylvania
$395K +$23.8K +267 +6%
EB
440
Eastern Bank
Massachusetts
$388K -$12M -134,878 -97%
HWM
441
HB Wealth Management
Georgia
$382K +$17.9K +200 +5%
SIG
442
Sargent Investment Group
Maryland
$381K -$47.3K -530 -11%
Pathstone Holdings
443
Pathstone Holdings
New Jersey
$381K +$381K +4,265 New
RSWM
444
Robertson Stephens Wealth Management
California
$379K +$2.05K +23 +0.5%
LSA
445
Lion Street Advisors
Texas
$379K -$26.8K -300 -7%
PCFFS
446
Pacific Center for Financial Services
California
$379K – – –
TAM
447
Titleist Asset Management
Texas
$378K +$378K +4,233 New
Luther King Capital Management (LKCM)
448
Luther King Capital Management (LKCM)
Texas
$376K -$344K – –
PA
449
PFG Advisors
Arizona
$374K +$5.89K +66 +2%
SWM
450
Shelton Wealth Management
Texas
$374K +$110K +1,235 +42%
16 17
18
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