We are live on ! Find out more
XBI icon

State Street SPDR S&P Biotech ETF

451 hedge funds and large institutions have $6.32B invested in State Street SPDR S&P Biotech ETF in 2019 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 139 increasing their positions, 130 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 52

43% more capital invested

Capital invested by funds: $4.42B → $6.32B (+$1.91B)

30.19% more ownership

Funds ownership: 114.54%144.73% (+30%)

6% more funds holding

Funds holding: 427451 (+24)

7% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 130

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

57% less call options, than puts

Call options by funds: $1.14B | Put options by funds: $2.64B

Holders
451
Holders Change
+24
Holders Change %
+5.62%
% of All Funds
9.76%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
83
Increased
139
Reduced
130
Closed
52
Calls
$1.14B
Puts
$2.64B
Net Calls
-$1.5B
Net Calls Change
-$627M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
76
Jefferies Group
New York
$4.72M -$2.35M -27,575 -35%
AAM
77
Autus Asset Management
Arizona
$4.64M +$487K +5,720 +13%
DLCIG
78
D.L. Carlson Investment Group
New Hampshire
$4.63M +$2.48M +29,147 +133%
SSB
79
Sandy Spring Bank
Maryland
$4.57M +$550K +6,470 +15%
BS
80
Banco Santander
Spain
$4.56M +$474K +5,574 +12%
BL
81
BCWM LLC
Kansas
$4.54M -$3.3M -38,811 -44%
SO
82
STRS Ohio
Ohio
$4.53M
N
83
Nuveen
North Carolina
$4.4M +$1.83M +21,470 +79%
HIC
84
Hartline Investment Corp
Illinois
$4.29M +$1.18M +13,897 +42%
BFO
85
Biltmore Family Office
North Carolina
$4.27M +$299K +3,520 +8%
CC
86
Courier Capital
New York
$4.22M -$17K -200 -0.4%
BCM
87
Beck Capital Management
Texas
$4.08M +$3.83M +45,037 New
Jane Street
88
Jane Street
New York
$4M -$50.9M -597,741 -93%
PVH
89
Psagot Value Holdings
Israel
$3.94M +$6.04K +71 +0.2%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$3.71M +$177K +2,083 +5%
Kovitz Investment Group Partners
91
Kovitz Investment Group Partners
Illinois
$3.7M +$3.48M +40,860 New
BCM
92
Barometer Capital Management
Ontario, Canada
$3.68M +$3.45M +40,600 New
Baird Financial Group
93
Baird Financial Group
Wisconsin
$3.64M +$29.7K +349 +0.9%
CA
94
Cornerstone Advisory
Maryland
$3.62M -$1.06M -12,435 -24%
WTC
95
WhitTier Trust Company
Nevada
$3.53M +$618K +7,261 +23%
TCM
96
Tuttle Capital Management
Connecticut
$3.51M +$3.3M +38,778 New
SPIA
97
Steward Partners Investment Advisory
New York
$3.43M +$711K +8,352 +28%
Citadel Advisors
98
Citadel Advisors
Florida
$3.32M +$222K +2,609 +8%
QAM
99
Q3 Asset Management
Michigan
$3.29M +$96.8M +1,137,741 New
Creative Planning
100
Creative Planning
Kansas
$3.24M +$88.3K +1,038 +3%

XBI Hedge Fund Activity: Q1 2019 in Review

451 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Biotech ETF (XBI) for Q1 2019, worth a combined $6.32B — up 43% from $4.42B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XBI positions and 52 closed out — a net gain of 31 holders — while 139 added to existing stakes and 130 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $371M. The largest seller was Wells Fargo, cutting an estimated $105M.

  • 451 institutional investors held State Street SPDR S&P Biotech ETF (XBI) as of Q1 2019, up from 427 in Q4 2018.
  • Funds reported $6.32B of State Street SPDR S&P Biotech ETF stock for Q1 2019, up 43% quarter-over-quarter.
  • 83 funds opened new State Street SPDR S&P Biotech ETF positions in Q1 2019 and 52 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Biotech ETF buyer in Q1 2019 was Morgan Stanley, an estimated $371M added.
  • The largest State Street SPDR S&P Biotech ETF seller in Q1 2019 was Wells Fargo, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.