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State Street SPDR S&P Biotech ETF

703 hedge funds and large institutions have $7.06B invested in State Street SPDR S&P Biotech ETF in 2022 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

10% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 112

3% more call options, than puts

Call options by funds: $2.67B | Put options by funds: $2.59B

0% more funds holding

Funds holding: 702703 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

7% less capital invested

Capital invested by funds: $7.56B → $7.06B (-$497M)

7.66% less ownership

Funds ownership: 105.45%97.79% (-7.7%)

Holders
703
Holders Change
+1
Holders Change %
+0.14%
% of All Funds
11.09%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
123
Increased
243
Reduced
186
Closed
112
Calls
$2.67B
Puts
$2.59B
Net Calls
+$79M
Net Calls Change
+$799M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
626
Glassman Wealth Services
Virginia
$25K +$18.5K +200 +250%
NF
627
Norwood Financial
Pennsylvania
$25K +$18.9K +205 +293%
TIM
628
Tortoise Investment Management
New York
$25K +$25.4K +275 New
BDWM
629
Brewin Dolphin Wealth Management
Ireland
$23K
IF
630
Integrity Financial
Wyoming
$23K
AWM
631
Avior Wealth Management
Nebraska
$23K +$18.5K +200 +308%
POIA
632
Pin Oak Investment Advisors
Texas
$21K -$2.31K -25 -10%
GWSG
633
GPS Wealth Strategies Group
Colorado
$20K
BAM
634
Bellevue Asset Management
Washington
$18K -$13.9K -150 -43%
BWA
635
BDO Wealth Advisors
Florida
$18K
PP
636
Pacifica Partners
Canada
$18K
First Manhattan
637
First Manhattan
New York
$17K
PH
638
Pinnacle Holdings
Oklahoma
$16.9K +$17.4K +188 New
AWM
639
Accel Wealth Management
Iowa
$16K -$9.23K -100 -37%
TFGT
640
TS Financial Group (TSFG)
Illinois
$16K
QCG
641
Quadrant Capital Group
Ohio
$16K +$16.1K +174 New
PFBT
642
Parkside Financial Bank & Trust
Missouri
$15K
TCWA
643
Ten Capital Wealth Advisors
Washington
$15K +$15.1K +164 New
S
644
SignatureFD
Georgia
$14K -$14.2K -154 -49%
AF
645
Allworth Financial
California
$13K
JWM
646
Janiczek Wealth Management
Colorado
$13K
NSIM
647
North Star Investment Management
Illinois
$13K
SCA
648
Stonebridge Capital Advisors
Minnesota
$13K
SGCA
649
Steel Grove Capital Advisors
Tennessee
$13K +$7.39K +80 +114%
GWMIA
650
Global Wealth Management Investment Advisory
Florida
$12K

XBI Hedge Fund Activity: Q1 2022 in Review

703 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2022, worth a combined $7.06B — down 6.6% from $7.56B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new XBI positions and 112 closed out — a net gain of 11 holders — while 243 added to existing stakes and 186 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $638M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, cutting an estimated $419M.

  • 703 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2022, up from 702 in Q4 2021.
  • Funds reported $7.06B of State Street SPDR S&P Biotech ETF stock for Q1 2022, down 6.6% quarter-over-quarter.
  • 123 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2022 and 112 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2022 was Morgan Stanley, an estimated $638M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2022 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $419M sold.

Based on aggregated 13F filings for Q1 2022.