We are live on ! Find out more
XBI icon

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
AIC
626
Archer Investment Corporation
Indiana
$22.7K
BWA
627
BDO Wealth Advisors
Florida
$22K
First Manhattan
628
First Manhattan
New York
$22K
JWA
629
JFS Wealth Advisors
Pennsylvania
$22K
CI Investments Inc
630
CI Investments Inc
Ontario, Canada
$22K +$24.1K +200 New
MA
631
MUFG Americas
New York
$22K +$24.1K +200 New
CFA
632
Carroll Financial Associates
North Carolina
$21K
PP
633
Pacifica Partners
Canada
$21K
TFGT
634
TS Financial Group (TSFG)
Illinois
$20K
PFBT
635
Parkside Financial Bank & Trust
Missouri
$18K
AIM
636
AHL Investment Management
Florida
$18K +$19.5K +162 New
NSIM
637
North Star Investment Management
Illinois
$17K -$87.4K -725 -83%
FPS
638
Fieldpoint Private Securities
Connecticut
$17K -$11.2K -93 -38%
FCB
639
First Command Bank
Texas
$17K
SCA
640
Stonebridge Capital Advisors
Minnesota
$17K
AF
641
Allworth Financial
California
$17K +$12.1K +100 +208%
JWM
642
Janiczek Wealth Management
Colorado
$16K
GWMIA
643
Global Wealth Management Investment Advisory
Florida
$15K
PFGIA
644
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$80.3K -666 -84%
RFA
645
Reilly Financial Advisors
California
$12K
TSWM
646
Tyler-Stone Wealth Management
Ohio
$12K +$12.5K +104 New
SC
647
SouthState Corp
Florida
$12K +$13.3K +110 New
FMII
648
Farmers & Merchants Investments Inc
Nebraska
$11K -$7.24K -60 -39%
CCC
649
Crescent Capital Consulting
Louisiana
$11K
HWA
650
HHM Wealth Advisors
Tennessee
$11K

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.