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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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$27.5K +284 +0.2%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$10.3M -$3.97K -41 -0%
EWM
78
Edge Wealth Management
New York
$9.7M -$190K -1,959 -2%
TRCT
79
Tower Research Capital (TRC)
New York
$9.7M -$80.7K -833 -0.8%
MIC
80
Means Investment Company
Maine
$9.62M +$136K +1,407 +1%
SG Americas Securities
81
SG Americas Securities
New York
$9.56M +$4.53M +46,718 +79%
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$9.52M -$22.3M -229,813 -68%
YLHM
83
Yelin Lapidot Holdings Management
Israel
$9.41M
CIC
84
Carnegie Investment Counsel
Ohio
$9.11M +$551K +5,683 +6%
WM
85
WS Management
Florida
$9.01M
OPCM
86
Osborne Partners Capital Management
California
$8.91M +$475K +4,900 +5%
CM
87
Castleark Management
Illinois
$8.9M -$1.62M -16,730 -14%
Osaic Holdings
88
Osaic Holdings
Arizona
$8.64M -$2.9M -29,950 -24%
CGA
89
Crescent Grove Advisors
Illinois
$8.25M -$540K -5,573 -6%
IMPI
90
Ilmarinen Mutual Pension Insurance
Finland
$8.13M
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$8.03M -$780K -8,048 -8%
CCM
92
Chiron Capital Management
Florida
$7.85M -$165K -1,703 -2%
TBC
93
Ted Buchan & Co
California
$7.68M -$482K -4,977 -6%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$7.51M -$214K -2,206 -3%
Verition Fund Management
95
Verition Fund Management
Connecticut
$7.49M -$1.46M -15,116 -15%
Corient Private Wealth
96
Corient Private Wealth
Florida
$7.46M -$1.96M -20,259 -19%
HighTower Advisors
97
HighTower Advisors
Illinois
$7.45M -$843K -8,706 -10%
WJWM
98
Williams Jones Wealth Management
New York
$7.34M -$5.72M -59,017 -42%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$7.33M +$467K +4,823 +6%
BPC
100
Banque Pictet & Cie
Switzerland
$7.19M +$285K +2,944 +4%

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.