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SPDR S&P Biotech ETF
XBI

Overview Fund Activity

122 hedge funds and large institutions have $1.22B invested in SPDR S&P Biotech ETF in 2013 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 19 closing their positions.

Holders
122
Holders Change
-3
Holders Change %
-2.4%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
17
Increased
44
Reduced
39
Closed
19
Calls
$41.9M
Puts
$7.04M
Net Calls
+$34.8M
Net Calls Change
+$37.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
Goldman Sachs
2
Goldman Sachs
New York
$207M
3
Citigroup
3
Citigroup
New York
$72.5M
4
Deutsche Bank
4
Deutsche Bank
Germany
$20.1M
5
Barclays
5
Barclays
United Kingdom
$36.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$293M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$28.6M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$0
4
NCM
4
Niemann Capital Management
Nevada
$0
5
Bank of America
5
Bank of America
North Carolina
$31.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
101
Glenmede Trust
Pennsylvania
$154K – – –
Brown Advisory
102
Brown Advisory
Maryland
$111K +$111K +2,550 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$105K +$42.3K +987 +67%
LNB
104
Ledyard National Bank
$79K – – –
Creative Planning
105
Creative Planning
Kansas
$79K +$28.8K +666 +57%
FHA
106
First Horizon Advisors
Tennessee
$52K – – –
KTC
107
Kistler-Tiffany Companies
Pennsylvania
$44K – – –
US Bancorp
108
US Bancorp
Minnesota
$35K -$1.69K -39 -5%
PAS
109
Partnervest Advisory Services
California
$33K – – –
V
110
Veritable
Delaware
$31K +$31K +708 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$26K – – –
Toronto Dominion Bank
112
Toronto Dominion Bank
Ontario, Canada
$26K – – –
MCM
113
Manchester Capital Management
Vermont
$24K -$39.6K -900 -62%
PTC
114
Private Trust Company
Ohio
$22K +$2.59K +60 +13%
MFS
115
MSI Financial Services
Massachusetts
$20K – – –
LFR
116
Lehman Financial Resources
Pennsylvania
$20K – – –
PSI
117
Pinnacle Summer Investments
Virginia
$14K – – –
FIG
118
Fusion Investment Group
Pennsylvania
$10K +$10K +234 New
HI
119
Hudock Inc
Pennsylvania
$3K – – –
WRM
120
Westport Resources Management
Connecticut
$3K +$3K +75 New
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$1K -$187K -4,482 -99%
NDSI
122
Newman Dignan & Sheerar Inc
Rhode Island
$751 +$41 +954 +6%
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$12.2M -283,428 Closed
NCM
124
Niemann Capital Management
Nevada
– -$11.4M -264,558 Closed
TAM
125
Tocqueville Asset Management
New York
– -$3.92M -91,140 Closed
2 3 4
5
6