We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

654 hedge funds and large institutions have $12.1B invested in State Street SPDR S&P Biotech ETF in 2020 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 233 increasing their positions, 170 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 33

55% more funds holding in top 10

Funds holding in top 10: 1117 (+6)

37% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 170

35% more capital invested

Capital invested by funds: $8.96B → $12.1B (+$3.1B)

18% more funds holding

Funds holding: 554654 (+100)

5.19% more ownership

Funds ownership: 171.15%176.34% (+5.2%)

80% less call options, than puts

Call options by funds: $883M | Put options by funds: $4.34B

Holders
654
Holders Change
+100
Holders Change %
+18.05%
% of All Funds
11.57%
Holding in Top 10
17
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+54.55%
% of All Funds
0.3%
New
138
Increased
233
Reduced
170
Closed
33
Calls
$883M
Puts
$4.34B
Net Calls
-$3.46B
Net Calls Change
-$1.53B
Name Holding Trade Value Shares
Change
Change in
Stake
AG
451
Appleton Group
Wisconsin
$296K +$269K +2,101 New
FFN
452
Focus Financial Network
Minnesota
$295K +$6.79K +53 +3%
PTC
453
Private Trust Company
Ohio
$294K -$1.28K -10 -0.5%
MF
454
Montis Financial
Massachusetts
$293K +$247K +1,926 New
CWM
455
Cordatus Wealth Management
Pennsylvania
$292K
CCA
456
Cadent Capital Advisors
Oklahoma
$291K +$264K +2,064 New
Cerity Partners
457
Cerity Partners
New York
$290K +$264K +2,063 New
HWA
458
Hillcrest Wealth Advisors
New Jersey
$289K -$115K -900 -31%
ESB
459
Essex Savings Bank
Connecticut
$287K +$262K +2,043 New
SBIA
460
Sheaff Brock Investment Advisors
Indiana
$286K -$6.4K -50 -2%
WCA
461
Windsor Creek Advisors
Vermont
$284K -$256K -1,997 -50%
KPCM
462
Kings Point Capital Management
New York
$282K
CFA
463
Carroll Financial Associates
North Carolina
$282K +$110K +858 +75%
RSWM
464
Robertson Stephens Wealth Management
California
$281K
CIA
465
Capital Investment Advisors
Georgia
$281K +$4.23K +33 +2%
ACM
466
Advisors Capital Management
New Jersey
$276K -$26K -203 -9%
TH
467
TCTC Holdings
Texas
$275K
SBH
468
Segall Bryant & Hamill
Illinois
$272K
SMC
469
Smith, Moore & Co
Missouri
$268K +$9.48K +74 +4%
TI
470
Trexquant Investment
Connecticut
$265K -$1.75M -13,674 -88%
WP
471
WMS Partners
Maryland
$265K
AAM
472
Aureus Asset Management
Massachusetts
$256K
MCM
473
Mengis Capital Management
Oregon
$256K
EDRH
474
Edmond de Rothschild Holding
Switzerland
$256K +$14.5K +113 +7%
HIA
475
Harbor Investment Advisory
Maryland
$255K +$51.2K +400 +28%

XBI Hedge Fund Activity: Q4 2020 in Review

654 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2020, worth a combined $12.1B — up 35% from $8.96B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new XBI positions and 33 closed out — a net gain of 105 holders — while 233 added to existing stakes and 170 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $1.54B. The largest seller was JP Morgan Chase, cutting an estimated $1.23B.

  • 654 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2020, up from 554 in Q3 2020.
  • Funds reported $12.1B of State Street SPDR S&P Biotech ETF stock for Q4 2020, up 35% quarter-over-quarter.
  • 138 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2020 and 33 closed out, a net change of +105 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $1.54B added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2020 was JP Morgan Chase, an estimated $1.23B sold.

Based on aggregated 13F filings for Q4 2020.