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State Street SPDR S&P Biotech ETF

738 hedge funds and large institutions have $9.85B invested in State Street SPDR S&P Biotech ETF in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 193 increasing their positions, 282 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

26.88% more ownership

Funds ownership: 129.89%156.78% (+27%)

3% less capital invested

Capital invested by funds: $10.2B → $9.85B (-$318M)

4% less funds holding

Funds holding: 769738 (-31)

12% less first-time investments, than exits

New positions opened: 103 | Existing positions closed: 117

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

32% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 282

38% less call options, than puts

Call options by funds: $2.07B | Put options by funds: $3.32B

Holders
738
Holders Change
-31
Holders Change %
-4.03%
% of All Funds
9.72%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
103
Increased
193
Reduced
282
Closed
117
Calls
$2.07B
Puts
$3.32B
Net Calls
-$1.26B
Net Calls Change
-$729M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
EPG Wealth Management
Georgia
$82.5K +$24.2K +250 +38%
HNB
602
Huntington National Bank
Ohio
$73.2K
AWM
603
Accredited Wealth Management
Kentucky
$71.6K +$77K +795 New
AssetMark Inc
604
AssetMark Inc
California
$69.4K -$57M -588,528 -100%
FWM
605
FSA Wealth Management
Massachusetts
$67.5K
CW
606
Curio Wealth
Maryland
$67.4K +$72.5K +748 New
OSAM
607
O'Shaughnessy Asset Management
Connecticut
$64.7K +$19.4K +200 +39%
MG
608
MilWealth Group
Wisconsin
$64.6K +$69.5K +717 New
NP
609
NorthRock Partners
Minnesota
$63.3K -$15K -155 -18%
OIA
610
Optimum Investment Advisors
Illinois
$63K
VFA
611
Valeo Financial Advisors
Indiana
$62.1K +$930K +9,595 New
HI
612
Harbour Investments
Wisconsin
$61.6K
CT
613
Caldwell Trust
Florida
$59.4K
AA
614
Ancora Advisors
Ohio
$59.2K -$23.3K -241 -27%
BF
615
BOK Financial
Oklahoma
$57.2K -$19.4K -200 -24%
VAG
616
VisionPoint Advisory Group
Texas
$55.9K -$2.32M -23,943 -98%
RIA
617
Realta Investment Advisors
Delaware
$54.3K -$4.94K -51 -8%
MA
618
Montag & Associates
Georgia
$54K -$3.95M -40,809 -99%
RMC
619
Resources Management Corp
Connecticut
$53K
OSNBOA
620
Old Second National Bank of Aurora
Illinois
$52.4K
CWM
621
Cranbrook Wealth Management
Michigan
$51.9K -$19.5K -201 -26%
AA
622
Addison Advisors
Vermont
$48.2K +$11.1K +115 +27%
EWP
623
Elevation Wealth Partners
California
$48.2K
CFGS
624
Concourse Financial Group Securities
Alabama
$47K
HR
625
Howe & Rusling
New York
$46.7K +$1.84K +19 +4%

XBI Hedge Fund Activity: Q4 2024 in Review

738 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q4 2024, worth a combined $9.85B — down 3.1% from $10.2B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of XBI and 103 opened new positions — a net loss of 14 holders — while 282 trimmed existing stakes and 193 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $860M. The largest seller was JP Morgan Chase, cutting an estimated $413M.

  • 738 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q4 2024, down from 769 in Q3 2024.
  • Funds reported $9.85B of State Street SPDR S&P Biotech ETF stock for Q4 2024, down 3.1% quarter-over-quarter.
  • 103 funds opened new State Street SPDR S&P Biotech ETF positions in Q4 2024 and 117 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q4 2024 was BNP Paribas Financial Markets, an estimated $860M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q4 2024 was JP Morgan Chase, an estimated $413M sold.

Based on aggregated 13F filings for Q4 2024.