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SPDR S&P Biotech ETF
XBI

Overview Fund Activity

738 hedge funds and large institutions have $8.01B invested in SPDR S&P Biotech ETF in 2023 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 170 increasing their positions, 268 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
738
Holders Change
+65
Holders Change %
+9.66%
% of All Funds
10.82%
Holding in Top 10
23
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+35.29%
% of All Funds
0.34%
New
142
Increased
170
Reduced
268
Closed
67
Calls
$2.01B
Puts
$3.26B
Net Calls
-$1.25B
Net Calls Change
-$765M

Top Buyers

1
ACA
1
Avoro Capital Advisors
New York
$397M
2
Morgan Stanley
2
Morgan Stanley
New York
$959M
3
CHP
3
Castle Hook Partners
New York
$161M
4
MCM
4
Moore Capital Management
New York
$160M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$123M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$315M
2
Goldman Sachs
2
Goldman Sachs
New York
$907M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$62.7M
4
Citigroup
4
Citigroup
New York
$367M
5
PF
5
Phoenix Financial
Israel
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
WW
501
Waterfront Wealth
Kansas
$268K +$268K +3,004 New
DMKJ
502
David M. Knott Jr
$268K +$268K +3,000 New
AWA
503
Amplius Wealth Advisors
Pennsylvania
$268K +$89 +1 +0%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$268K – – –
BWM
505
BigSur Wealth Management
Florida
$268K – – –
PCM
506
Poehling Capital Management
Wisconsin
$268K -$893 -10 -0.3%
JJBC
507
James J. Burns & Company
New York
$267K -$6.16K -69 -2%
CLOS
508
Compagnie Lombard Odier SCmA
Switzerland
$266K – – –
AIM
509
Aurora Investment Managers
Florida
$263K -$22.9K -256 -8%
EBA
510
Eagle Bay Advisors
New York
$262K – – –
JFGIW
511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$262K +$262K +2,936 New
IPAM
512
Investment Partners Asset Management
New Jersey
$258K +$258K +2,891 New
MA
513
Montag & Associates
Georgia
$254K – – –
IIA
514
IPG Investment Advisors
California
$253K +$253K +2,836 New
FPGK
515
Financial Partners Group (Kansas)
Kansas
$253K +$253K +2,832 New
1WA
516
180 Wealth Advisors
Washington
$250K +$250K +2,771 New
FFA
517
Fragasso Financial Advisors
Pennsylvania
$250K -$25.4K -284 -9%
ST
518
Spinnaker Trust
Maine
$248K – – –
MCCA
519
Mill Creek Capital Advisors
Pennsylvania
$247K – – –
4WM
520
49 Wealth Management
Texas
$247K +$247K +2,763 New
SFI
521
SPC Financial Inc
Maryland
$247K -$433K -4,848 -64%
SWA
522
Stratos Wealth Advisors
Ohio
$245K +$245K +2,747 New
LMKC
523
L.M. Kohn & Company
Ohio
$239K -$6.34K -71 -3%
SCM
524
Sollinda Capital Management
Florida
$239K +$239K +2,677 New
VFA
525
Values First Advisors
Tennessee
$238K +$75.4K +845 +46%
19 20
21
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