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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
LWCFA
626
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.3K +$48.4K +500 New
BOJHT
627
Bank of Jackson Hole Trust
Wyoming
$42.8K +$46K +475 New
EB
628
Eastern Bank
Massachusetts
$42.6K -$11K -114 -19%
ACA
629
Aptus Capital Advisors
Alabama
$41.9K -$22.8K -235 -34%
CWM
630
Compass Wealth Management
Connecticut
$39.2K
LDB
631
Lee, Danner & Bass
Tennessee
$37.7K +$40.6K +419 New
BCM
632
Blume Capital Management
California
$36K
MFT
633
Moisand Fitzgerald Tamayo
Florida
$36K
AWM
634
Avior Wealth Management
Nebraska
$34.7K +$29.7K +307 +394%
HCA
635
Heck Capital Advisors
Wisconsin
$32.8K +$35.3K +364 New
HCM
636
Hollencrest Capital Management
California
$32.4K -$3K -31 -8%
DCM
637
Davis Capital Management
Florida
$31.7K
FHA
638
First Horizon Advisors
Tennessee
$31.5K
BONH
639
Bank of New Hampshire
New Hampshire
$30.2K
GI
640
GAMMA Investing
California
$29.9K -$73.5K -759 -70%
GSWM
641
Golden State Wealth Management
California
$28.7K +$30.9K +319 New
KBFS
642
Kohmann Bosshard Financial Services
Ohio
$28.6K +$30.7K +317 New
TSMHT
643
Thurston Springer Miller Herd & Titak
Indiana
$27.2K -$1.26K -13 -4%
AAP
644
Arax Advisory Partners
Colorado
$27K +$7.27K +75 +33%
SWC
645
Spectrum Wealth Counsel
Indiana
$27K -$3.29K -34 -10%
AF
646
Allworth Financial
California
$26.6K +$6.39K +66 +29%
EWM
647
Evermay Wealth Management
Virginia
$24.8K
TIM
648
Tortoise Investment Management
New York
$24.8K
CP
649
Castleview Partners
Texas
$24.7K -$334K -3,449 -93%
QPBE
650
Quintet Private Bank (Europe)
Luxembourg
$24K -$13K -134 -34%

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.