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State Street SPDR S&P Biotech ETF

780 hedge funds and large institutions have $9.75B invested in State Street SPDR S&P Biotech ETF in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 257 increasing their positions, 233 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 83

22% more capital invested

Capital invested by funds: $8.02B → $9.75B (+$1.73B)

20.35% more ownership

Funds ownership: 110.47%130.81% (+20%)

10% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 233

5% more funds holding

Funds holding: 745780 (+35)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

43% less call options, than puts

Call options by funds: $2.25B | Put options by funds: $3.97B

Holders
780
Holders Change
+35
Holders Change %
+4.7%
% of All Funds
11.24%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
129
Increased
257
Reduced
233
Closed
83
Calls
$2.25B
Puts
$3.97B
Net Calls
-$1.72B
Net Calls Change
-$470M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
476
Legal & General Group
United Kingdom
$473K +$462K +4,980 New
VWM
477
VCI Wealth Management
Missouri
$470K -$91.5K -986 -17%
RIA
478
Realta Investment Advisors
Delaware
$469K -$30.6K -330 -6%
MCA
479
Millennium Capital Advisors
Arkansas
$467K +$102K +1,100 +29%
Fidelity Investments
480
Fidelity Investments
Massachusetts
$467K -$23.2K -250 -5%
BBHC
481
Brown Brothers Harriman & Co
New York
$465K
SIC
482
Salem Investment Counselors
North Carolina
$460K
Bank of New York Mellon
483
Bank of New York Mellon
New York
$460K -$5.1K -55 -1%
CCG
484
Coastwise Capital Group
California
$458K +$12.5K +135 +3%
PVI
485
Pine Valley Investments
New Jersey
$456K +$217K +2,339 +95%
HI
486
Harbour Investments
Wisconsin
$453K -$2.6K -28 -0.6%
AWA
487
Alta Wealth Advisors
Massachusetts
$450K +$440K +4,740 New
SF
488
Synovus Financial
Georgia
$446K +$8.35K +90 +2%
WF
489
Warner Financial
Maryland
$445K -$118K -1,268 -21%
Luther King Capital Management (LKCM)
490
Luther King Capital Management (LKCM)
Texas
$443K
OA
491
Oxbow Advisors
Texas
$441K +$431K +4,650 New
IFPG
492
Intrepid Financial Planning Group
Indiana
$440K -$34.8K -375 -7%
RFA
493
Resurgent Financial Advisors
Georgia
$439K +$138K +1,483 +47%
CC
494
Courier Capital
New York
$436K -$69.6K -750 -14%
HSA
495
HBK Sorce Advisory
Pennsylvania
$431K +$10.5K +113 +3%
RSWM
496
Robertson Stephens Wealth Management
California
$426K +$22.6K +244 +6%
CG
497
Caprock Group
Idaho
$422K
FWP
498
FAS Wealth Partners
Kansas
$420K
PCFFS
499
Pacific Center for Financial Services
California
$414K +$10.9K +118 +3%
PMG
500
ProVise Management Group
Florida
$411K +$67.8K +731 +20%

XBI Hedge Fund Activity: Q1 2024 in Review

780 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2024, worth a combined $9.75B — up 22% from $8.02B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new XBI positions and 83 closed out — a net gain of 46 holders — while 257 added to existing stakes and 233 trimmed.

The largest buyer was Citigroup, adding an estimated $437M. The largest seller was Morgan Stanley, cutting an estimated $318M.

  • 780 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2024, up from 745 in Q4 2023.
  • Funds reported $9.75B of State Street SPDR S&P Biotech ETF stock for Q1 2024, up 22% quarter-over-quarter.
  • 129 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2024 and 83 closed out, a net change of +46 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2024 was Citigroup, an estimated $437M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2024 was Morgan Stanley, an estimated $318M sold.

Based on aggregated 13F filings for Q1 2024.