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State Street SPDR S&P Biotech ETF

702 hedge funds and large institutions have $7.56B invested in State Street SPDR S&P Biotech ETF in 2021 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 211 increasing their positions, 199 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 63

11% more funds holding

Funds holding: 635702 (+67)

6% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 199

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

5% less capital invested

Capital invested by funds: $7.94B → $7.56B (-$388M)

5.63% less ownership

Funds ownership: 111.08%105.45% (-5.6%)

21% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.35B

Holders
702
Holders Change
+67
Holders Change %
+10.55%
% of All Funds
10.8%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
140
Increased
211
Reduced
199
Closed
63
Calls
$2.63B
Puts
$3.35B
Net Calls
-$719M
Net Calls Change
+$1.05B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
601
CNB Bank
Pennsylvania
$40K -$140K -1,163 -77%
FHA
602
First Horizon Advisors
Tennessee
$40K
FGAM
603
Financial Gravity Asset Management
Texas
$40K +$335K +2,781 +14,637%
BAM
604
Bellevue Asset Management
Washington
$39K
CTC
605
Central Trust Company
Missouri
$39K
SWA
606
SOA Wealth Advisors
New York
$37K -$78.8K -653 -66%
AA
607
Ancora Advisors
Ohio
$37K +$10.1K +84 +34%
CHA
608
Carmichael Hill & Associates
Maryland
$36K
S
609
SignatureFD
Georgia
$35K
CH
610
Canton Hathaway
Rhode Island
$34K -$6.03K -50 -14%
DSC
611
Duncker Streett & Co
Missouri
$34K
HCM
612
Highlander Capital Management
New Jersey
$34K
LB
613
Legacy Bridge
Iowa
$33K
CF
614
Concorde Financial
Texas
$33K +$36.2K +300 New
RAM
615
Riggs Asset Management
Pennsylvania
$32K -$38.4K -318 -53%
RMC
616
Resources Management Corp
Connecticut
$32K +$1.81K +15 +5%
AWM
617
Accel Wealth Management
Iowa
$30K
KFI
618
Key Financial Inc
Pennsylvania
$30K
EWM
619
EPG Wealth Management
Georgia
$29K
POIA
620
Pin Oak Investment Advisors
Texas
$29K +$3.02K +25 +11%
IF
621
Integrity Financial
Wyoming
$29K +$31.5K +261 New
BDWM
622
Brewin Dolphin Wealth Management
Ireland
$28K
GWSG
623
GPS Wealth Strategies Group
Colorado
$25K
AIM
624
Axiom Investment Management
New York
$25K +$27.1K +225 New
BBPWM
625
Blue Bell Private Wealth Management
Pennsylvania
$23K +$25.1K +208 New

XBI Hedge Fund Activity: Q4 2021 in Review

702 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2021, worth a combined $7.56B — down 4.9% from $7.94B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new XBI positions and 63 closed out — a net gain of 77 holders — while 211 added to existing stakes and 199 trimmed.

The largest buyer was Boxer Capital, opening a new position worth an estimated $265M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $492M.

  • 702 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2021, up from 635 in Q3 2021.
  • Funds reported $7.56B of State Street SPDR S&P Biotech ETF stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 140 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2021 and 63 closed out, a net change of +77 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2021 was Boxer Capital, an estimated $265M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $492M sold.

Based on aggregated 13F filings for Q4 2021.