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State Street SPDR S&P Biotech ETF

738 hedge funds and large institutions have $9.85B invested in State Street SPDR S&P Biotech ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 193 increasing their positions, 282 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 129.89%156.78% (+27%)

3% less capital invested

Capital invested by funds: $10.2B → $9.85B (-$318M)

4% less funds holding

Funds holding: 769738 (-31)

12% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 117

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

32% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 282

38% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $3.32B

Holders
738
Holders Change
-31
Holders Change %
-4.03%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
103
Increased
193
Reduced
282
Closed
117
Calls
$2.07B
Puts
$3.32B
Net Calls
-$1.26B
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
MSS
501
Mitchell Sinkler & Starr
Pennsylvania
$273K
AFS
502
AFG Fiduciary Services
Massachusetts
$272K -$541K -5,585 -64%
Lido Advisors
503
Lido Advisors
California
$271K +$3.39K +35 +1%
AWA
504
Amplius Wealth Advisors
Pennsylvania
$271K
PCM
505
Ping Capital Management
New York
$270K
ACM
506
AlphaStar Capital Management
North Carolina
$268K -$20K -206 -6%
EBA
507
Eagle Bay Advisors
New York
$268K
SI
508
Stephens Inc
Arkansas
$268K
IA
509
IFG Advisory
Georgia
$266K +$286K +2,954 New
EWS
510
Eagle Wealth Strategies
New Jersey
$266K -$106K -1,089 -27%
CFO
511
Collective Family Office
Pennsylvania
$266K -$32.3K -333 -10%
SRC
512
Shufro Rose & Co
New York
$266K -$191K -1,967 -40%
GVAG
513
Great Valley Advisor Group
Delaware
$260K -$51.8K -535 -16%
CAM
514
Covenant Asset Management
New Jersey
$256K
PCM
515
Poehling Capital Management
Wisconsin
$255K +$6.68K +69 +3%
AQR Capital Management
516
AQR Capital Management
Connecticut
$253K +$272K +2,811 New
DWT
517
Dorsey & Whitney Trust
South Dakota
$252K +$58.1K +600 +27%
CIC
518
Chilton Investment Company
Connecticut
$252K +$271K +2,798 New
GC
519
Grimes & Company
Massachusetts
$251K +$66.9K +691 +33%
CS
520
Capital Square
Tennessee
$250K +$52.9K +546 +25%
GL
521
Graypoint LLC
New York
$250K +$3.1K +32 +1%
FFA
522
Fragasso Financial Advisors
Pennsylvania
$249K
PCM
523
Parsons Capital Management
Rhode Island
$248K +$7.27K +75 +3%
SDAM
524
Shulman DeMeo Asset Management
New York
$248K
DI
525
Diligent Investors
California
$243K

XBI Hedge Fund Activity: Q4 2024 in Review

738 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2024, worth a combined $9.85B — down 3.1% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of XBI and 103 opened new positions — a net loss of 14 holders — while 282 trimmed existing stakes and 193 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $860M. The largest seller was JP Morgan Chase, cutting an estimated $413M.

  • 738 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2024, down from 769 in Q3 2024.
  • Funds reported $9.85B of State Street SPDR S&P Biotech ETF stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 103 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2024 and 117 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $860M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2024 was JP Morgan Chase, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.