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State Street SPDR S&P Biotech ETF
XBI

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: 11 → 17 (+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: 554 → 654 (+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

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$1.54B
2
Goldman Sachs
Goldman Sachs
New York
+$515M
3
Morgan Stanley
Morgan Stanley
New York
+$505M
4
Wells Fargo
Wells Fargo
California
+$236M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$235M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.23B
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$570M
3
Citigroup
Citigroup
New York
-$249M
4
Barclays
Barclays
United Kingdom
-$238M
5
Bank of America
Bank of America
North Carolina
-$224M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Absher Wealth Management
North Carolina
$253K – – –
FMBTD
477
First Midwest Bank Trust Division
Illinois
$253K +$230K +1,796 New
PA
478
Procyon Advisors
Connecticut
$253K +$230K +1,799 New
SWM
479
SeaCrest Wealth Management
New York
$250K +$228K +1,778 New
CIAS
480
Capital Investment Advisory Services
North Carolina
$246K – – –
JWM
481
JGP Wealth Management
Oregon
$246K +$193K +1,510 New
CWM
482
CCG Wealth Management
California
$244K -$62K -484 -22%
WA
483
WBH Advisory
Maryland
$244K +$203K +1,584 New
BTWM
484
Baker Tilly Wealth Management
Wisconsin
$244K +$222K +1,734 New
TWP
485
Tempus Wealth Planning
California
$243K +$221K +1,727 New
CWC
486
Carolinas Wealth Consulting
North Carolina
$241K +$192K +1,501 +705%
SCM
487
SOL Capital Management
Maryland
$239K +$218K +1,700 New
HAS
488
HBW Advisory Services
California
$239K +$218K +1,701 New
PIM
489
Penobscot Investment Management
Massachusetts
$237K +$215K +1,680 New
M&T Bank
490
M&T Bank
New York
$236K -$56.6K -442 -21%
FA
491
FMA Advisory
Pennsylvania
$236K +$215K +1,680 New
RRA
492
Round Rock Advisors
Connecticut
$235K +$214K +1,673 New
IAN
493
Integrated Advisors Network
Texas
$234K +$213K +1,661 New
GRP
494
Global Retirement Partners
California
$233K +$60.2K +470 +40%
WA
495
Wealth Alliance
New York
$231K +$210K +1,643 New
HCIA
496
Hochman Cole Investment Advisors
Illinois
$229K +$209K +1,628 New
AW
497
ACG Wealth
Georgia
$228K +$207K +1,617 New
HIMC
498
Heritage Investors Management Corp
Maryland
$226K +$205K +1,603 New
BJL
499
Brighton Jones LLC
Washington
$226K +$206K +1,609 New
IP
500
Investment Partners
Ohio
$224K +$203K +1,588 New
18 19
20
21 22

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.