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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
WA
451
Wealth Alliance
New York
$368K +$16.8K +173 +4%
JIP
452
Jaffetilchin Investment Partners
Florida
$367K -$36.8K -380 -9%
IFPG
453
Intrepid Financial Planning Group
Indiana
$361K -$39.7K -410 -9%
BO
454
Bank OZK
Arkansas
$358K -$23.6K -244 -6%
MBT
455
Montecito Bank & Trust
California
$351K
WSC
456
Wellington Shields & Co
New York
$351K
CCG
457
Coastwise Capital Group
California
$350K
CG
458
Caprock Group
Idaho
$347K
CFG
459
Citizens Financial Group
Rhode Island
$346K -$12.1K -125 -3%
CIA
460
Compass Ion Advisors
Pennsylvania
$345K
First Manhattan
461
First Manhattan
New York
$343K +$969 +10 +0.3%
NCM
462
NCM Capital Management
New Jersey
$339K
SFA
463
Sequoia Financial Advisors
Ohio
$338K -$24.2K -250 -6%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$338K
IC
465
Iconiq Capital
California
$337K +$363K +3,742 New
FAIM
466
Financial Advocates Investment Management
Washington
$333K -$801K -8,269 -69%
FFS
467
Founders Financial Securities
Maryland
$330K -$180K -1,857 -34%
SAM
468
Seelaus Asset Management
New Jersey
$330K -$132K -1,359 -27%
RSWM
469
Robertson Stephens Wealth Management
California
$328K -$1.94K -20 -0.5%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$328K +$120K +1,240 +52%
WF
471
Warner Financial
Maryland
$325K -$93.5K -965 -21%
HDIM
472
Hanson & Doremus Investment Management
Vermont
$322K -$130K -1,346 -27%
RWP
473
RWA Wealth Partners
Massachusetts
$320K +$146K +1,508 +74%
BWP
474
Balboa Wealth Partners
Arizona
$320K -$12.1K -125 -3%
I
475
INVST
Indiana
$318K +$70.2K +725 +26%

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.