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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.

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 %
MYIA
526
Mount Yale Investment Advisors
Colorado
$237K +$237K +2,659 New
PWA
527
Provenance Wealth Advisors
Florida
$237K +$8.93K +100 +4%
PCM
528
Parsons Capital Management
Rhode Island
$237K +$237K +2,650 New
CAI
529
Capital Advisors Inc
Oklahoma
$234K +$234K +2,623 New
BWM
530
BlackDiamond Wealth Management
New York
$234K +$234K +2,648 New
CPIA
531
Cornell Pochily Investment Advisors
New York
$234K +$234K +2,620 New
SS
532
Sound Stewardship
Kansas
$233K -$106K -1,188 -31%
SRC
533
Shufro Rose & Co
New York
$232K – – –
PPWM
534
Paragon Private Wealth Management
Kentucky
$231K -$43.3K -485 -16%
TA
535
Tactive Advisors
Florida
$230K +$230K +2,576 New
RRA
536
Round Rock Advisors
Connecticut
$229K +$229K +2,564 New
IA
537
IFP Advisors
Florida
$228K -$56.8K -636 -20%
MF
538
Montis Financial
Massachusetts
$228K +$228K +2,549 New
JIP
539
Jaffetilchin Investment Partners
Florida
$227K +$227K +2,540 New
BFEC
540
Benjamin F. Edwards & Company
Missouri
$226K -$5.36K -60 -2%
BW
541
Bison Wealth
Georgia
$225K +$225K +2,524 New
KCM
542
KRS Capital Management
Michigan
$224K +$224K +2,513 New
GVAG
543
Great Valley Advisor Group
Delaware
$224K -$229K -2,563 -51%
GFS
544
GYL Financial Synergies
Connecticut
$224K -$57.1K -640 -20%
CPA
545
Cardiff Park Advisors
California
$224K – – –
TCM
546
Tandem Capital Management
New Jersey
$221K -$41.1K -460 -16%
PFS
547
Prospect Financial Services
New York
$221K +$221K +2,471 New
GRP
548
Global Retirement Partners
California
$220K +$18.3K +206 +9%
PVI
549
Pine Valley Investments
New Jersey
$220K +$220K +2,464 New
MFG
550
Merit Financial Group
Georgia
$220K -$183K -2,046 -45%
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