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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
LK
101
Lumbard & Kellner
New Hampshire
$6.87M -$359K -3,703 -5%
OC
102
Oppenheimer & Co
New York
$6.83M -$893K -9,216 -11%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$6.74M +$1.87M +19,307 +35%
AI
104
Atom Investors
Texas
$6.68M +$3.82M +39,417 +113%
Franklin Resources
105
Franklin Resources
California
$6.66M -$587K -6,060 -8%
CI Investments Inc
106
CI Investments Inc
Ontario, Canada
$6.66M -$104M -1,070,339 -94%
IWM
107
IHT Wealth Management
Illinois
$6.26M -$5.66M -58,410 -46%
GS
108
GTS Securities
New York
$6.21M -$2.68M -27,713 -29%
TAM
109
Tocqueville Asset Management
New York
$6.14M -$510K -5,259 -7%
IPW
110
IronBridge Private Wealth
Texas
$6.05M -$199K -2,052 -3%
ECM
111
ExodusPoint Capital Management
New York
$6.03M +$6.48M +66,917 New
Baird Financial Group
112
Baird Financial Group
Wisconsin
$5.99M +$558K +5,759 +9%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$5.96M -$1.08M -11,162 -14%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$5.89M -$555K -5,726 -8%
Wellington Management Group
115
Wellington Management Group
Massachusetts
$5.88M +$1.23M +12,689 +24%
NSLI
116
Nan Shan Life Insurance
Taiwan
$5.84M
QC
117
Quantessence Capital
New York
$5.8M +$6.24M +64,421 New
MAM
118
Marotta Asset Management
Virginia
$5.78M +$123K +1,266 +2%
BIG
119
Boothe Investment Group
Delaware
$5.75M +$1.74K +18 +0%
OAM
120
Oxford Asset Management
United Kingdom
$5.71M +$1.92M +19,803 +45%
RFM
121
Royal Fund Management
Florida
$5.64M -$22.7M -233,886 -79%
SC
122
Scotia Capital
Ontario, Canada
$5.64M +$717K +7,396 +13%
BPC
123
Bearing Point Capital
Minnesota
$5.23M +$5.62M +58,024 New
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$5.14M +$19.5K +201 +0.4%
Wolverine Trading
125
Wolverine Trading
Illinois
$5.08M +$4.1M +42,297 +298%

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.