We are live on ! Find out more
XBI icon

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
ClearBridge Investments
26
ClearBridge Investments
New York
$51.5M +$9.44M +97,401 +21%
IL
27
Investure LLC
Virginia
$50.6M
CI
28
Clal Insurance
Israel
$48.1M -$86.8M -896,000 -63%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$44.4M -$43.9M -453,293 -48%
BlackRock
30
BlackRock
New York
$43M +$3.96M +40,909 +9%
Twin Tree Management
31
Twin Tree Management
Texas
$40.8M +$23.1M +238,603 +111%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$40.1M -$6.66M -68,786 -13%
DCM
33
DAFNA Capital Management
California
$35.8M -$388K -4,000 -1%
Barclays
34
Barclays
United Kingdom
$35M -$13M -134,181 -26%
DFG
35
Demars Financial Group
Washington
$34.6M +$302M +3,112,474 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$33.6M -$61M -629,378 -63%
O
37
OrbiMed
New York
$33.5M +$36M +372,000 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$33M +$15.5M +160,040 +78%
SO
39
STRS Ohio
Ohio
$30.9M -$7.51M -77,500 -18%
Brown Advisory
40
Brown Advisory
Maryland
$29.6M -$66.6M -687,813 -68%
WT
41
Whittier Trust
California
$28.9M +$941K +9,713 +3%
Parallax Volatility Advisers
42
Parallax Volatility Advisers
California
$28.5M +$25.6M +263,782 +505%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$28.1M +$590K +6,087 +2%
Simplex Trading
44
Simplex Trading
Illinois
$27.3M +$29.3M +302,694 New
JSAM
45
J. Safra Asset Management
New York
$26.3M +$23.3M +240,415 +462%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$23.2M -$201K -2,077 -0.8%
HCMG
47
Howard Capital Management Group
California
$22.9M +$586K +6,052 +2%
ITP
48
Iron Triangle Partners
Connecticut
$22.5M +$24.2M +250,000 New
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$22.4M +$464K +4,793 +2%
SFS
50
Strategic Financial Services
New York
$22.4M +$492K +5,079 +2%

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.