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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
UAS
751
United Asset Strategies
New York
-$382K -3,409 Closed
WAP
752
Wealthcare Advisory Partners
Pennsylvania
-$379K -3,385 Closed
MTC
753
McDaniel Terry & Co
Texas
-$373K -3,336 Closed
AIP
754
ARS Investment Partners
New York
-$336K -2,999 Closed
KM
755
Kalos Management
Georgia
-$374K -2,880 Closed
NA
756
NewEdge Advisors
Louisiana
-$317K -2,834 Closed
EFL
757
ERn Financial LLC
Wisconsin
-$315K -2,817 Closed
WP
758
WealthShield Partners
North Carolina
-$315K -2,817 Closed
BCP
759
Berkeley Capital Partners
Georgia
-$308K -2,752 Closed
RF
760
Rollins Financial
Georgia
-$304K -2,717 Closed
WAAG
761
Wealth Alliance Advisory Group
Kansas
-$291K -2,600 Closed
SFPG
762
Stonebridge Financial Planning Group
Florida
-$229K -2,588 Closed
IIM
763
InTrack Investment Management
Vermont
-$289K -2,582 Closed
DWM
764
Drive Wealth Management
Utah
-$271K -2,424 Closed
HWM
765
Howard Wealth Management
Connecticut
-$270K -2,414 Closed
AF
766
Alerus Financial
North Dakota
-$266K -2,378 Closed
AIC
767
Ayalon Insurance Company
Israel
-$263K -2,350 Closed
RDWM
768
Red Door Wealth Management
Tennessee
-$260K -2,330 Closed
GVAG
769
Great Valley Advisor Group
Delaware
-$273K -2,319 Closed
BFM
770
Boothbay Fund Management
New York
-$211K -2,285 Closed
RFC
771
Regions Financial Corp
Alabama
-$246K -2,201 Closed
AWAG
772
ARS Wealth Advisors Group
Florida
-$246K -2,194 Closed
BMC
773
Beaton Management Company
Massachusetts
-$245K -2,190 Closed
PIM
774
Penobscot Investment Management
Massachusetts
-$241K -2,153 Closed
TDC
775
Thompson Davis & Co
Virginia
-$241K -2,150 Closed

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.