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State Street SPDR S&P Biotech ETF

703 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Biotech ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

10% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 112

3% more call options, than puts

Call options by funds: $2.67B | Put options by funds: $2.59B

0% more funds holding

Funds holding: 702703 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

7% less capital invested

Capital invested by funds: $7.56B → $7.06B (-$497M)

7.66% less ownership

Funds ownership: 105.45%97.79% (-7.7%)

Holders
703
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
123
Increased
243
Reduced
186
Closed
112
Calls
$2.67B
Puts
$2.59B
Net Calls
+$79M
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Change in
Stake
PSF
526
Pacific Sun Financial
California
$216K +$3.32K +36 +2%
PIA
527
Perennial Investment Advisors
California
$215K -$23.8K -258 -10%
RWA
528
Ropes Wealth Advisors
Massachusetts
$215K -$15.7K -170 -7%
PPWM
529
Paragon Private Wealth Management
Kentucky
$213K
NA
530
Nottingham Advisors
New York
$212K
EWA
531
EP Wealth Advisors
California
$212K +$218K +2,360 New
KFP
532
KMG Fiduciary Partners
Ohio
$211K -$26.3K -285 -11%
KWA
533
Kellett Wealth Advisors
Ohio
$210K
GFP
534
Gryphon Financial Partners
Ohio
$210K +$4.62K +50 +2%
AFS
535
Annapolis Financial Services
Maryland
$209K -$106K -1,149 -33%
EWM
536
Empirical Wealth Management
Washington
$209K
SA
537
Sicart Associates
New York
$209K
Cerity Partners
538
Cerity Partners
New York
$207K +$213K +2,302 New
PWP
539
Principle Wealth Partners
Connecticut
$206K
HPC
540
HM Payson & Co
Maine
$204K
TC
541
Titleist Capital
Texas
$204K +$210K +2,272 New
RIA
542
Richwood Investment Advisors
Ohio
$203K -$24.5K -265 -10%
ESB
543
Essex Savings Bank
Connecticut
$203K +$209K +2,268 New
SFA
544
Sequoia Financial Advisors
Ohio
$201K +$30.8K +334 +18%
BBHC
545
Brown Brothers Harriman & Co
New York
$198K +$204K +2,205 New
TH
546
TCTC Holdings
Texas
$175K
CWC
547
Carolinas Wealth Consulting
North Carolina
$154K
MRCM
548
M&R Capital Management
New Jersey
$152K
ST
549
Skorpios Trust
Cyprus
$152K
LFG
550
Larson Financial Group
Missouri
$149K

XBI Hedge Fund Activity: Q1 2022 in Review

703 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2022, worth a combined $7.06B — down 6.6% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new XBI positions and 112 closed out — a net gain of 11 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $638M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $419M.

  • 703 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2022, up from 702 in Q4 2021.
  • Funds reported $7.06B of State Street SPDR S&P Biotech ETF stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2022 and 112 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2022 was Morgan Stanley, an estimated $638M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.