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State Street SPDR S&P Biotech ETF
XBI

761 hedge funds and large institutions have $9.17B invested in State Street SPDR S&P Biotech ETF in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 254 increasing their positions, 255 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 255

2.15% less ownership

Funds ownership: 130.81% → 128.67% (-2.1%)

2% less funds holding

Funds holding: 780 → 761 (-19)

6% less capital invested

Capital invested by funds: $9.75B → $9.17B (-$577M)

10% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 98

22% less funds holding in top 10

Funds holding in top 10: 23 → 18 (-5)

46% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.95B

Holders
761
Holders Change
-19
Holders Change %
-2.44%
% of All Funds
10.99%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.26%
New
88
Increased
254
Reduced
255
Closed
98
Calls
$1.59B
Puts
$2.95B
Net Calls
-$1.36B
Net Calls Change
+$358M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$402M
2
Goldman Sachs
Goldman Sachs
New York
+$186M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$146M
4
Bank of America
Bank of America
North Carolina
+$120M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$32.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$167M
2
Citigroup
Citigroup
New York
-$140M
3
CHP
Castle Hook Partners
New York
-$131M
4
ACA
Avoro Capital Advisors
New York
-$113M
5
Morgan Stanley
Morgan Stanley
New York
-$79.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
726
O'Shaughnessy Asset Management
Connecticut
$7.23K – – –
CFD
727
Creative Financial Designs
Indiana
$7.05K -$16K -178 -70%
EWA
728
EverSource Wealth Advisors
Alabama
$6.83K – – –
CJ
729
Caitlin John
Michigan
$5.75K – – –
CAM
730
Creekmur Asset Management
Illinois
$5.66K – – –
CSC
731
Caldwell Sutter Capital
California
$4.91K – – –
HWA
732
HHM Wealth Advisors
Tennessee
$4.64K – – –
HNB
733
Hilltop National Bank
Wyoming
$4.64K – – –
C
734
Covestor
United Kingdom
$4K +$4.04K +45 New
LFG
735
Larson Financial Group
Missouri
$3.89K +$2.96K +33 +367%
AFWM
736
Abich Financial Wealth Management
Virginia
$3.52K +$3.41K +38 New
CAM
737
Costello Asset Management
Pennsylvania
$3.43K – – –
TFGT
738
TS Financial Group (TSFG)
Illinois
$3K – – –
DIP
739
DT Investment Partners
Pennsylvania
$2.97K +$2.87K +32 New
BGAI
740
Bruce G. Allen Investments
Colorado
$2.79K – – –
AWM
741
Activest Wealth Management
Florida
$2.78K +$2.69K +30 New
ACA
742
American Capital Advisory
Idaho
$2.59K – – –
FFA
743
Founders Financial Alliance
North Carolina
$2.41K – – –
OLVIG
744
Oliver Lagore Vanvalin Investment Group
Michigan
$2.32K +$2.24K +25 New
HGA
745
Hobbs Group Advisors
South Carolina
$2.23K +$2.15K +24 New
CAS
746
Coppell Advisory Solutions
Texas
$2.04K +$1.97K +22 New
HGERS
747
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
IRC
748
Investors Research Corp
Georgia
$1.95K +$1.88K +21 New
Russell Investments Group
749
Russell Investments Group
United Kingdom
$1.95K +$1.88K +21 New
FRA
750
Front Row Advisors
California
$1.85K – – –
28 29
30
31 32

XBI Hedge Fund Activity: Q2 2024 in Review

761 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q2 2024, worth a combined $9.17B — down 5.9% from $9.75B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of XBI and 88 opened new positions — a net loss of 10 holders — while 255 trimmed existing stakes and 254 added.

The largest buyer was JP Morgan Chase, adding an estimated $402M. The largest seller was Citadel Advisors, cutting an estimated $167M.

  • 761 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q2 2024, down from 780 in Q1 2024.
  • Funds reported $9.17B of State Street SPDR S&P Biotech ETF stock for Q2 2024, down 5.9% quarter-over-quarter.
  • 88 funds opened new State Street SPDR S&P Biotech ETF positions in Q2 2024 and 98 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $402M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q2 2024 was Citadel Advisors, an estimated $167M sold.

Based on aggregated 13F filings for Q2 2024.