XBI icon

SPDR S&P Biotech ETF

755 hedge funds and large institutions have $9.15B invested in SPDR S&P Biotech ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 252 increasing their positions, 253 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-19
Holders Change %
-2.45%
% of All Funds
10.98%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.26%
New
88
Increased
252
Reduced
253
Closed
97
Calls
$1.59B
Puts
$2.95B
Net Calls
-$1.36B
Net Calls Change
+$358M
Name Holding Trade Value Shares
Change
Shares
Change %
SDAM
501
Shulman DeMeo Asset Management
New York
$333K +$93 +1 +0%
JSAM
502
J. Safra Asset Management
New York
$331K
PAS
503
Park Avenue Securities
New York
$331K +$331K +3,572 New
MFA
504
Mayflower Financial Advisors
Massachusetts
$329K +$329K +3,548 New
BSW
505
Buckingham Strategic Wealth
Missouri
$325K +$4.73K +51 +1%
ICP
506
Interchange Capital Partners
Pennsylvania
$324K +$324K +3,491 New
CP
507
Castleview Partners
Texas
$323K +$143K +1,538 +79%
DA
508
Doliver Advisors
Texas
$321K +$102K +1,100 +47%
BFA
509
Beaumont Financial Advisors
Massachusetts
$320K -$32.7K -353 -9%
AWM
510
Avaii Wealth Management
Wisconsin
$313K -$28.3K -305 -8%
BCG
511
Breakwater Capital Group
New Jersey
$309K +$104K +1,123 +51%
CIA
512
Concurrent Investment Advisors
Florida
$307K +$69.4K +749 +29%
IIC
513
Ironwood Investment Counsel
Arizona
$306K +$12.2K +132 +4%
FCI
514
Financial Counselors Inc
Kansas
$306K +$23.2K +250 +8%
WPP
515
Whalerock Point Partners
Rhode Island
$305K
LWL
516
Leo Wealth LLC
Texas
$304K +$65.1K +702 +27%
PIA
517
Powell Investment Advisors
Florida
$303K
PWM
518
Perigon Wealth Management
California
$301K +$97.9K +1,056 +48%
EFG
519
Embree Financial Group
Illinois
$297K +$297K +3,199 New
Envestnet Portfolio Solutions
520
Envestnet Portfolio Solutions
Illinois
$290K +$290K +3,127 New
CC
521
Courier Capital
New York
$290K -$137K -1,475 -32%
FAP
522
Financial Advisory Partners
Florida
$290K
BCWM
523
Bartlett & Co Wealth Management
Ohio
$289K
CHAM
524
Clear Harbor Asset Management
Connecticut
$280K
CPA
525
Cardiff Park Advisors
California
$279K +$371 +4 +0.1%