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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 %
FA
451
Fortis Advisors
Pennsylvania
$371K – – –
TI
452
Tidal Investments
Wisconsin
$369K +$369K +4,134 New
BO
453
Bank OZK
Arkansas
$367K -$209K -2,345 -36%
AG
454
AlTi Global
New York
$363K +$363K +4,070 New
PC
455
Pecaut & Co
Iowa
$362K +$362K +4,050 New
WCA
456
Waypoint Capital Advisors
Minnesota
$357K +$89 +1 +0%
MMH
457
Menora Mivtachim Holdings
Israel
$357K – – –
CC
458
Callan Capital
California
$353K +$90.9K +1,018 +35%
FIM
459
Freedom Investment Management
Connecticut
$353K +$353K +3,956 New
M
460
MOTCO
Texas
$353K -$553K -6,188 -61%
NEPWA
461
New England Private Wealth Advisors
Massachusetts
$352K – – –
HG
462
Herbst Group
Connecticut
$351K – – –
MBT
463
Montecito Bank & Trust
California
$348K – – –
WSC
464
Wellington Shields & Co
New York
$348K – – –
AWM
465
Avaii Wealth Management
Wisconsin
$346K +$18.1K +203 +6%
BFA
466
Beaumont Financial Advisors
Massachusetts
$344K – – –
CWM
467
Circle Wealth Management
New Jersey
$335K – – –
NCM
468
NCM Capital Management
New Jersey
$334K -$4.46K -50 -1%
IIC
469
Ironwood Investment Counsel
Arizona
$327K -$2.14K -24 -0.7%
EWA
470
Exencial Wealth Advisors
Oklahoma
$322K – – –
PMG
471
ProVise Management Group
Florida
$322K -$40.1K -449 -11%
CB
472
Commerce Bank
Missouri
$321K – – –
SDAM
473
Shulman DeMeo Asset Management
New York
$320K – – –
JSAM
474
J. Safra Asset Management
New York
$319K – – –
First Manhattan
475
First Manhattan
New York
$313K – – –
17 18
19
20 21