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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
HNW
426
High Note Wealth
Minnesota
$412K -$91.8K -948 -17%
BFF
427
Byrne Financial Freedom
Massachusetts
$411K +$442K +4,567 New
RC
428
Rareview Capital
Nevada
$410K -$41.3K -426 -9%
CMMS
429
Comprehensive Money Management Services
Florida
$409K +$440K +4,537 New
FA
430
Fiduciary Alliance
South Carolina
$407K -$1.88M -19,446 -81%
NWA
431
Navis Wealth Advisors
New York
$405K +$203K +2,100 +88%
HSA
432
HBK Sorce Advisory
Pennsylvania
$404K +$27K +279 +7%
Bank of New York Mellon
433
Bank of New York Mellon
New York
$400K -$114K -1,176 -21%
SIG
434
Sargent Investment Group
Maryland
$398K -$17.4K -180 -4%
Luther King Capital Management (LKCM)
435
Luther King Capital Management (LKCM)
Texas
$397K
PWM
436
Perigon Wealth Management
California
$396K +$83.3K +860 +24%
LSA
437
Lion Street Advisors
Texas
$396K +$43.6K +450 +11%
AAM
438
Ameraudi Asset Management
New York
$395K -$8.62K -89 -2%
ISL
439
Ingalls & Snyder LLC
New York
$394K -$58.4K -603 -12%
PCFFS
440
Pacific Center for Financial Services
California
$393K
FWP
441
FAS Wealth Partners
Kansas
$393K
SWM
442
Shelton Wealth Management
Texas
$393K +$26.4K +273 +7%
MC
443
Moors & Cabot
Massachusetts
$389K -$30.5K -315 -7%
IA
444
IFP Advisors
Florida
$389K +$169K +1,747 +68%
LWL
445
Leo Wealth LLC
Texas
$385K -$581 -6 -0.1%
1WA
446
180 Wealth Advisors
Washington
$382K +$36.1K +373 +10%
PWA
447
Prairie Wealth Advisors
Nebraska
$380K -$247K -2,550 -38%
AWA
448
Alta Wealth Advisors
Massachusetts
$379K -$3.29K -34 -0.8%
NEPWA
449
New England Private Wealth Advisors
Massachusetts
$374K
VPA
450
Vernal Point Advisors
California
$368K

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.