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SPDR S&P Biotech ETF
XBI

Overview Fund Activity

702 hedge funds and large institutions have $6.3B invested in SPDR S&P Biotech ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 249 increasing their positions, 196 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.87%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.54%
New
121
Increased
249
Reduced
196
Closed
110
Calls
$1.8B
Puts
$1.78B
Net Calls
+$26.7M
Net Calls Change
-$52.4M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$693M
2
UBS Group
2
UBS Group
Switzerland
$302M
3
APM
3
Avidity Partners Management
Texas
$139M
4
HIIFS
4
Harel Insurance Investments & Financial Services
Israel
$89.1M
5
Citigroup
5
Citigroup
New York
$375M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
ACA
2
Avoro Capital Advisors
New York
$66.8M
3
AssetMark Inc
3
AssetMark Inc
California
$16K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$1.95M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$280M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
501
Fidelity Investments
Massachusetts
$258K -$102K -1,370 -28%
AIP
502
Ahrens Investment Partners
Louisiana
$257K -$228K -3,068 -47%
GWM
503
Geneos Wealth Management
Colorado
$250K +$18.7K +245 +8%
SCM
504
SOL Capital Management
Maryland
$249K +$44.6K +600 +22%
MFIMFI
505
Mesirow Financial Investment Management - Fixed Income
Illinois
$248K +$7.06K +95 +3%
RA
506
RFG Advisory
Alabama
$248K +$11.3K +123 +5%
WSTAM
507
Wilbanks Smith & Thomas Asset Management
Virginia
$244K +$244K +3,282 New
RFA
508
Resurgent Financial Advisors
Georgia
$240K +$240K +3,230 New
EWA
509
EP Wealth Advisors
California
$236K +$60.8K +819 +35%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K – – –
FAP
511
Financial Advisory Partners
Florida
$232K – – –
FLC
512
Fifth Lane Capital
Texas
$231K +$231K +3,106 New
GL
513
Graypoint LLC
New York
$229K -$7.44K -100 -3%
PPWM
514
Paragon Private Wealth Management
Kentucky
$228K – – –
GWM
515
GSB Wealth Management
Connecticut
$225K -$389K -5,222 -63%
PFO
516
Pathstone Family Office
New Jersey
$224K +$224K +3,017 New
DI
517
Diligent Investors
California
$224K -$9.28K -125 -4%
OLVIG
518
Oliver Lagore Vanvalin Investment Group
Michigan
$223K +$223K +3,006 New
EM
519
ELCO Management
New York
$222K -$29.7K -399 -12%
AWA
520
Amplius Wealth Advisors
Pennsylvania
$222K -$7.4K -100 -3%
WWM
521
Western Wealth Management
Colorado
$221K -$22K -301 -9%
Lido Advisors
522
Lido Advisors
California
$220K -$59.3K -799 -21%
CCM
523
Crew Capital Management
Ohio
$220K -$52K -699 -19%
SIC
524
Sterling Investment Counsel
New York
$216K – – –
CFO
525
Collective Family Office
Pennsylvania
$216K +$216K +2,910 New
19 20
21
22 23