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State Street SPDR S&P Biotech ETF
XBI

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: 769 → 738 (-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: 21 → 16 (-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

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$860M
2
Citigroup
Citigroup
New York
+$330M
3
DFG
Demars Financial Group
Washington
+$302M
4
Bank of America
Bank of America
North Carolina
+$212M
5
Morgan Stanley
Morgan Stanley
New York
+$208M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$413M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$394M
3
Goldman Sachs
Goldman Sachs
New York
-$309M
4
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$104M
5
CI
Clal Insurance
Israel
-$86.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
801
Baker Avenue Asset Management
California
– -$343K -3,467 Closed
MFA
802
Mayflower Financial Advisors
Massachusetts
– -$338K -3,420 Closed
IIC
803
Ironwood Investment Counsel
Arizona
– -$321K -3,254 Closed
PCA
804
Peddock Capital Advisors
Massachusetts
– -$302K -3,057 Closed
CC
805
Courier Capital
New York
– -$296K -3,000 Closed
FLC
806
Fifth Lane Capital
Texas
– -$296K -3,000 Closed
FFAM
807
Forge First Asset Management
Canada
– -$296K -3,000 Closed
PHK
808
Point72 Hong Kong
Hong Kong
– -$296K -3,000 Closed
HW
809
Hamilton Wealth
California
– -$287K -2,900 Closed
MYIA
810
Mount Yale Investment Advisors
Colorado
– -$281K -2,842 Closed
IAS
811
Insigneo Advisory Services
Florida
– -$272K -2,751 Closed
WPC
812
Wedmont Private Capital
Pennsylvania
– -$264K -2,739 Closed
DP
813
Dearborn Partners
Illinois
– -$267K -2,705 Closed
ARC
814
Advisor Resource Council
Texas
– -$260K -2,628 Closed
DIP
815
Davis Investment Partners
North Carolina
– -$250K -2,545 Closed
KCM
816
KRS Capital Management
Michigan
– -$251K -2,543 Closed
RCA
817
Ranch Capital Advisors
Florida
– -$248K -2,506 Closed
P8IP
818
Pier 88 Investment Partners
California
– -$247K -2,500 Closed
LSPW
819
Lake Street Private Wealth
Illinois
– -$240K -2,429 Closed
IP
820
Ignite Planners
California
– -$238K -2,408 Closed
UCFA
821
United Capital Financial Advisors
Texas
– -$231K -2,340 Closed
SEIA
822
Signature Estate & Investment Advisors
California
– -$231K -2,336 Closed
QP
823
Quartz Partners
New York
– -$231K -2,333 Closed
BCM
824
Beaumont Capital Management
Massachusetts
– -$230K -2,329 Closed
BWP
825
Baldwin Wealth Partners
Massachusetts
– -$224K -2,270 Closed
31 32
33
34 35

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.