We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

706 hedge funds and large institutions have $6.3B invested in State Street SPDR S&P Biotech ETF in 2022 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 251 increasing their positions, 197 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 2032 (+12)

27% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 197

10% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 110

2% more call options, than puts

Call options by funds: $1.8B | Put options by funds: $1.78B

0% more funds holding

Funds holding: 703706 (+3)

7.31% less ownership

Funds ownership: 97.79%90.48% (-7.3%)

11% less capital invested

Capital invested by funds: $7.06B → $6.3B (-$757M)

Holders
706
Holders Change
+3
Holders Change %
+0.43%
% of All Funds
11.89%
Holding in Top 10
32
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+60%
% of All Funds
0.54%
New
121
Increased
251
Reduced
197
Closed
110
Calls
$1.8B
Puts
$1.78B
Net Calls
+$26.7M
Net Calls Change
-$52.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BSB
651
Bangor Savings Bank
Maine
$15K +$15K +200 New
PMFA
652
Plante Moran Financial Advisors
Michigan
$15K +$15.5K +207 New
TFGT
653
TS Financial Group (TSFG)
Illinois
$14K
PH
654
Pinnacle Holdings
Oklahoma
$14K
CWM
655
Castle Wealth Management
Florida
$12K +$11.6K +155 New
AF
656
Allworth Financial
California
$11K
NSIM
657
North Star Investment Management
Illinois
$11K
GWMIA
658
Global Wealth Management Investment Advisory
Florida
$10K
PFA
659
Professional Financial Advisors
Nebraska
$10K +$10.5K +140 New
Bank of Montreal
660
Bank of Montreal
Ontario, Canada
$9.54K +$1.1M +14,673 +13%
AWM
661
Accel Wealth Management
Iowa
$9K -$4.5K -60 -36%
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$5.41K +72 +133%
O
663
OrbiMed
New York
$8.3K
HWA
664
HHM Wealth Advisors
Tennessee
$8K
BPC
665
Banque Pictet & Cie
Switzerland
$7.47K -$142K -1,894 -2%
Deutsche Bank
666
Deutsche Bank
Germany
$7K -$1.42M -18,963 -99%
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$7K
HNB
668
Huntington National Bank
Ohio
$7K
PG
669
Proffitt & Goodson
Tennessee
$7K
ZIG
670
Zullo Investment Group
Pennsylvania
$7K
AIM
671
Arcadia Investment Management
Michigan
$7K +$7.51K +100 New
RF
672
Robbins Farley
New Hampshire
$7K +$7.51K +100 New
CA
673
Crewe Advisors
Utah
$6K
GWANC
674
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K
LWANC
675
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K

XBI Hedge Fund Activity: Q2 2022 in Review

706 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q2 2022, worth a combined $6.3B — down 11% from $7.06B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new XBI positions and 110 closed out — a net gain of 11 holders — while 251 added to existing stakes and 197 trimmed.

The largest buyer was Bank of America, adding an estimated $241M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $189M sold.

  • 706 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q2 2022, up from 703 in Q1 2022.
  • Funds reported $6.3B of State Street SPDR S&P Biotech ETF stock for Q2 2022, down 11% quarter-over-quarter.
  • 121 funds opened new State Street SPDR S&P Biotech ETF positions in Q2 2022 and 110 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q2 2022 was Bank of America, an estimated $241M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q2 2022 was Matrix Capital Management Company, an estimated $189M sold.

Based on aggregated 13F filings for Q2 2022.