We are live on ! Find out more
XBI icon

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
GRP
551
Global Retirement Partners
California
$149K +$204K +2,213 New
ASBI
552
American State Bank (Iowa)
Iowa
$148K
AF
553
Arrow Financial
New York
$142K
PO
554
Private Ocean
California
$140K
SQA
555
Simon Quick Advisors
New Jersey
$138K +$54.8K +593 +63%
BWM
556
BigSur Wealth Management
Florida
$135K
FFA
557
Fairfield Financial Advisors
Massachusetts
$134K +$138K +1,491 New
JHCP
558
Jackson Hole Capital Partners
Oklahoma
$129K
MWA
559
Moser Wealth Advisors
Washington
$128K +$72.2K +782 +121%
AF
560
Advisornet Financial
Minnesota
$121K -$29.1K -315 -19%
AA
561
Addison Advisors
Vermont
$121K +$18.5K +200 +18%
HWMA
562
Heritage Wealth Management (Arizona)
Arizona
$119K +$122K +1,320 New
HI
563
Hudock Inc
Pennsylvania
$118K +$6.46K +70 +6%
DC
564
DeDora Capital
California
$118K +$121K +1,314 New
CT
565
Caldwell Trust
Florida
$116K -$9.23K -100 -7%
WWM
566
Wolff Wiese Magana
California
$115K
PK
567
Pflug Koory
Nebraska
$109K
FFWM
568
Future Financial Wealth Management
Ohio
$106K
SWM
569
Selective Wealth Management
Virginia
$103K -$69.3K -750 -39%
PGAM
570
Princeton Global Asset Management
New Jersey
$103K
PCG
571
Private Capital Group
Connecticut
$97K
KPCM
572
Kings Point Capital Management
New York
$90K -$98.1K -1,062 -52%
ED
573
Exane Derivatives
France
$86.5K
SC
574
SouthState Corp
Florida
$85K +$77.6K +840 +764%
CFGS
575
Concourse Financial Group Securities
Alabama
$82K +$6.19K +67 +8%

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.