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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
JWCA
151
J.W. Cole Advisors
Florida
$3.35M +$140K +1,450 +4%
MHFA
152
Mission Hills Financial Advisory
California
$3.25M +$439K +4,531 +14%
NA
153
NewEdge Advisors
Louisiana
$3.21M +$53.1K +548 +2%
SSB
154
Sandy Spring Bank
Maryland
$2.96M -$107K -1,103 -3%
AWMNY
155
Arcadia Wealth Management (New York)
New York
$2.95M +$3.17M +32,701 New
CCA
156
Conservest Capital Advisors
Pennsylvania
$2.9M -$838K -8,650 -21%
KAM
157
Kazazian Asset Management
Florida
$2.87M +$3.09M +31,893 New
MMRF
158
Michelson Medical Research Foundation
California
$2.82M
SCM
159
SOL Capital Management
Maryland
$2.78M -$118K -1,221 -4%
SC
160
Syon Capital
California
$2.78M +$2.99M +30,845 New
EWA
161
Evolution Wealth Advisors
Florida
$2.71M +$484 +5 +0%
HAC
162
Harbor Advisory Corp
New Hampshire
$2.71M -$138K -1,420 -5%
NFG
163
Nations Financial Group
Iowa
$2.7M -$41.3K -426 -1%
Creative Planning
164
Creative Planning
Kansas
$2.65M +$29.4K +303 +1%
OHIS
165
Oak Harvest Investment Services
Texas
$2.63M +$2.83M +29,237 New
AI
166
ArchPoint Investors
Florida
$2.61M -$84.8K -875 -3%
PFA
167
Pettinga Financial Advisors
Indiana
$2.6M +$319K +3,297 +13%
Mariner
168
Mariner
Kansas
$2.59M -$12.5K -129 -0.4%
GP
169
Greenline Partners
New York
$2.59M
TPA
170
Trivium Point Advisory
Connecticut
$2.56M -$4.32M -44,602 -61%
HF
171
HRT Financial
New York
$2.56M -$18.2M -187,968 -87%
LJAC
172
L.J. Altfest & Co
New York
$2.55M -$1.72M -17,757 -39%
TCM
173
Telos Capital Management
California
$2.51M +$166K +1,710 +7%
SG
174
StoneX Group
New York
$2.47M +$2.06M +21,221 +345%
IWC
175
Integrated Wealth Concepts
Massachusetts
$2.44M +$552K +5,701 +27%

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.