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State Street SPDR S&P Biotech ETF

683 hedge funds and large institutions have $9.23B invested in State Street SPDR S&P Biotech ETF in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 178 increasing their positions, 272 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

23.73% more ownership

Funds ownership: 156.78%180.5% (+24%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

6% less capital invested

Capital invested by funds: $9.85B → $9.23B (-$618M)

7% less funds holding

Funds holding: 738683 (-55)

35% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 272

38% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 120

50% less call options, than puts

Call options by funds: $1.08B | Put options by funds: $2.17B

Holders
683
Holders Change
-55
Holders Change %
-7.45%
% of All Funds
9.16%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
74
Increased
178
Reduced
272
Closed
120
Calls
$1.08B
Puts
$2.17B
Net Calls
-$1.09B
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
551
ORG Wealth Partners
Texas
$92.1K +$85.2K +953 +424%
WWM
552
Wolff Wiese Magana
California
$90.4K
RFA
553
Register Financial Advisors
Georgia
$85.3K
CA
554
CoreCap Advisors
Michigan
$84.9K -$10.3K -115 -10%
MM
555
Main Management
California
$84K -$4.04M -45,200 -98%
FFA
556
Farther Finance Advisors
California
$82.1K +$3.58K +40 +4%
Nomura Asset Management
557
Nomura Asset Management
Japan
$82K
EWM
558
EPG Wealth Management
Georgia
$80.4K +$6.7K +75 +8%
FMP
559
Financial Management Professionals
Texas
$78.8K -$7.42K -83 -8%
HFS
560
Hopwood Financial Services
Virginia
$77K
CA
561
Continuum Advisory
Idaho
$76.6K -$56.4K -631 -40%
FDCDDQ
562
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.4K -$6.79K -76 -8%
CW
563
Curio Wealth
Maryland
$67.4K -$66.8K -747 -100%
BCV
564
Banque Cantonale Vaudoise
Switzerland
$67K +$73.9K +827 New
NP
565
NorthRock Partners
Minnesota
$65.1K +$8.94K +100 +14%
PSFG
566
Park Square Financial Group
Georgia
$63.7K -$26.4K -295 -27%
CCM
567
Coldstream Capital Management
Washington
$60.3K +$66.4K +743 New
GFPC
568
Global Financial Private Client
Florida
$58.2K -$769K -8,608 -92%
AT
569
Avalon Trust
New Mexico
$57.1K +$62.9K +704 New
CT
570
Caldwell Trust
Florida
$53.5K
AA
571
Ancora Advisors
Ohio
$53.3K
HI
572
Harbour Investments
Wisconsin
$52.7K -$3.04K -34 -5%
CWM
573
Compass Wealth Management
Connecticut
$51.5K +$17.9K +200 +46%
MA
574
Montag & Associates
Georgia
$48.7K
RIA
575
Realta Investment Advisors
Delaware
$47.7K

XBI Hedge Fund Activity: Q1 2025 in Review

683 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2025, worth a combined $9.23B — down 6.3% from $9.85B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of XBI and 74 opened new positions — a net loss of 46 holders — while 272 trimmed existing stakes and 178 added.

The largest buyer was UBS Group, adding an estimated $324M. The largest seller was Bank of America, cutting an estimated $184M.

  • 683 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2025, down from 738 in Q4 2024.
  • Funds reported $9.23B of State Street SPDR S&P Biotech ETF stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 74 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2025 and 120 closed out, a net change of -46 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2025 was UBS Group, an estimated $324M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2025 was Bank of America, an estimated $184M sold.

Based on aggregated 13F filings for Q1 2025.