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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
FFN
826
Focus Financial Network
Minnesota
-$218K -2,207 Closed
MPW
827
MGO Private Wealth
California
-$213K -2,157 Closed
BMC
828
Beaton Management Company
Massachusetts
-$212K -2,150 Closed
ET
829
Equitable Trust
Tennessee
-$211K -2,138 Closed
AP
830
Adero Partners
California
-$207K -2,100 Closed
AIM
831
Aurora Investment Managers
Florida
-$206 -2,082 Closed
IP
832
Investment Partners
Ohio
-$203K -2,057 Closed
CPIA
833
Cornell Pochily Investment Advisors
New York
-$202K -2,046 Closed
DWS
834
Dynamic Wealth Strategies
California
-$188K -1,902 Closed
AF
835
Arrow Financial
New York
-$155K -1,567 Closed
MWM
836
MGB Wealth Management
Texas
-$148K -1,500 Closed
VWM
837
Venturi Wealth Management
Texas
-$124K -1,259 Closed
FF
838
Friedenthal Financial
New Jersey
-$117K -1,189 Closed
PGAM
839
Princeton Global Asset Management
New Jersey
-$64.2K -650 Closed
WPW
840
Waldron Private Wealth
Pennsylvania
-$54.3K -550 Closed
CPA
841
Cardiff Park Advisors
California
-$49.5K -501 Closed
TF
842
Tompkins Financial
New York
-$49.4K -500 Closed
JFGIW
843
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$39.5K -400 Closed
SHIM
844
Stone House Investment Management
Pennsylvania
-$14.8K -150 Closed
TCG
845
Transcendent Capital Group
Oklahoma
-$11.9K -120 Closed
FUBT
846
First United Bank & Trust
Maryland
-$11.1K -112 Closed
FFA
847
Frazier Financial Advisors
Ohio
-$10.5K -106 Closed
GA
848
GoalVest Advisory
New York
-$9.88K -100 Closed
HFS
849
Hantz Financial Services
Michigan
-$9.69K -100 Closed
HPC
850
HM Payson & Co
Maine
-$9.88K -100 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.