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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
NL
776
NWAM LLC
Washington
-$1.47M -14,926 Closed
RVM
777
Robinson Value Management
Texas
-$1.33M -13,452 Closed
EP
778
Edgestream Partners
New Jersey
-$1.3M -13,171 Closed
RC
779
Roundview Capital
New Jersey
-$1.29M -13,047 Closed
MWA
780
MN Wealth Advisors
Kansas
-$1.23M -12,448 Closed
SFS
781
Sowell Financial Services
Arkansas
-$1.21M -12,291 Closed
GC
782
Guggenheim Capital
Illinois
-$1.08M -10,945 Closed
CAG
783
Csenge Advisory Group
Florida
-$1.05M -10,623 Closed
ICM
784
Ionic Capital Management
New York
-$953K -9,650 Closed
BFM
785
Boothbay Fund Management
New York
-$869K -8,970 Closed
AG
786
Ascent Group
Virginia
-$784K -7,935 Closed
SKK
787
Shepherd Kaplan Krochuk
Massachusetts
-$768K -7,769 Closed
Qube Research & Technologies (QRT)
788
Qube Research & Technologies (QRT)
United Kingdom
-$711K -7,337 Closed
HFA
789
Harbert Fund Advisors
Alabama
-$499K -5,150 Closed
EFS
790
Essex Financial Services
Connecticut
-$502K -5,115 Closed
ACM
791
Advisors Capital Management
New Jersey
-$505K -5,112 Closed
CA
792
Cornerstone Advisory
Maryland
-$505K -5,110 Closed
SCA
793
Snowden Capital Advisors
New York
-$504K -5,099 Closed
PMG
794
ProVise Management Group
Florida
-$458K -4,634 Closed
WAM
795
Worth Asset Management
Texas
-$440K -4,451 Closed
SIC
796
Sterling Investment Counsel
New York
-$417K -4,221 Closed
CF
797
Centaurus Financial
California
-$416K -4,215 Closed
PCM
798
Prelude Capital Management
New York
-$408K -4,130 Closed
BW
799
Bison Wealth
Georgia
-$355K -3,597 Closed
ICP
800
Interchange Capital Partners
Pennsylvania
-$344K -3,486 Closed

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.