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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
CP
651
Castleview Partners
Texas
$9K -$1.14M -12,316 -99%
CT
652
Cambridge Trust
Massachusetts
$9K
HWA
653
HHM Wealth Advisors
Tennessee
$9K
SBL
654
Sargent Bickham Lagudis
Colorado
$9K
TSWM
655
Tyler-Stone Wealth Management
Ohio
$9K
ZIG
656
Zullo Investment Group
Pennsylvania
$9K
GAM
657
Gemmer Asset Management
California
$9K +$3.23K +35 +47%
Nomura Asset Management
658
Nomura Asset Management
Japan
$8.99K +$9.23K +100 New
ACA
659
Atlas Capital Advisors
Wyoming
$8.72K -$27.6K -299 -76%
EW
660
Evoke Wealth
California
$8K
FMII
661
Farmers & Merchants Investments Inc
Nebraska
$8K
PG
662
Proffitt & Goodson
Tennessee
$8K +$8.31K +90 New
FFA
663
Founders Financial Alliance
North Carolina
$7K -$333K -3,608 -98%
CA
664
Crewe Advisors
Utah
$7K
GWANC
665
Guardian Wealth Advisors (North Carolina)
North Carolina
$7K
LWANC
666
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
LAS
667
Lloyd Advisory Services
Georgia
$7K
WCAMG
668
Woodard & Company Asset Management Group
North Carolina
$7K
AWM
669
Aspire Wealth Management
Massachusetts
$6K
LPWM
670
Lake Point Wealth Management
Texas
$6K
BBPWM
671
Blue Bell Private Wealth Management
Pennsylvania
$5K -$14.5K -157 -75%
PFGIA
672
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$6.93K -75 -58%
MFA
673
McClarren Financial Advisors
Pennsylvania
$5K
OCM
674
Orion Capital Management
California
$5K
SW
675
SVB Wealth
Massachusetts
$5K

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.