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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 Market Value Shares Shares
Change 		Shares
Change %
AWM
551
Axxcess Wealth Management
California
$217K 2,435 +2,435 New
Lido Advisors
552
Lido Advisors
California
$217K 2,431 +2,431 New
PAA
553
Peregrine Asset Advisers
Oregon
$217K 2,430 +2,430 New
DA
554
Doliver Advisors
Texas
$215K 2,412 +2,412 New
FHC
555
First Heartland Consultants
Missouri
$214K 2,396 -411 -15%
UCFA
556
United Capital Financial Advisors
Texas
$211K 2,368 -1,462 -38%
HWAM
557
Hennion & Walsh Asset Management
New Jersey
$210K 2,355 +2,355 New
CIS
558
Continental Investors Services
Washington
$209K 2,335 +2,335 New
APWA
559
Atlas Private Wealth Advisors
New Jersey
$208K 2,329 -742 -24%
SA
560
Sicart Associates
New York
$207K 2,320 +2,320 New
LWL
561
Leo Wealth LLC
Texas
$207K 2,317 +2,317 New
CBFP
562
Cedar Brook Financial Partners
Ohio
$206K 2,282 +2,282 New
HIA
563
Harbor Investment Advisory
Maryland
$205K 2,298 +938 +69%
LSPW
564
Lake Street Private Wealth
Illinois
$203K 2,279 +2,279 New
AWM
565
Apollon Wealth Management
South Carolina
$203K 2,278 +2,278 New
CIA
566
Concurrent Investment Advisors
Florida
$202K 2,265 +2,265 New
EFS
567
Essex Financial Services
Connecticut
$202K 2,264 +2,264 New
WA
568
Wealth Alliance
New York
$201K 2,248 -2,578 -53%
RFC
569
Regions Financial Corp
Alabama
$201K 2,248 +2,248 New
HWM
570
HighMark Wealth Management
Minnesota
$198K 2,220 -25 -1%
TCOV
571
Trust Company of Vermont
Vermont
$183K 2,045 -1,065 -34%
VCM
572
Viewpoint Capital Management
Washington
$179K 2,000 +1,000 +100%
WP
573
WealthShield Partners
North Carolina
$174K 1,954 -250 -11%
TH
574
TCTC Holdings
Texas
$174K 1,953 – –
BCM
575
Bourgeon Capital Management
Connecticut
$173K 1,940 -2,352 -55%
21 22
23
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