We are live on ! Find out more
XBI icon

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
IAA
201
Independent Advisor Alliance
North Carolina
$1.95M +$2.1M +21,654 New
EFS
202
Econ Financial Services
Pennsylvania
$1.95M +$2.09M +21,610 New
BCM
203
Bayesian Capital Management
New York
$1.9M +$2.04M +21,100 New
HBWM
204
Hollow Brook Wealth Management
New York
$1.88M -$77.9K -804 -4%
GEA
205
Glen Eagle Advisors
New Jersey
$1.88M +$160K +1,654 +9%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$1.86M +$1.25M +12,892 +166%
CWM
207
Congress Wealth Management
Massachusetts
$1.84M -$582K -6,008 -23%
LWM
208
Lyell Wealth Management
California
$1.81M -$94.3K -973 -5%
PA
209
PFG Advisors
Arizona
$1.81M -$6.86M -70,774 -78%
CAM
210
Crown Advisors Management
California
$1.8M
LAI
211
Legal Advantage Investments
California
$1.8M -$58.1K -600 -3%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$1.8M +$496K +5,117 +36%
AWA
213
Arete Wealth Advisors
Illinois
$1.79M -$23.1K -238 -1%
TW
214
TrinityPoint Wealth
Connecticut
$1.77M +$22.9K +236 +1%
VAM
215
Verity Asset Management
North Carolina
$1.77M -$39.1K -404 -2%
AWM
216
AE Wealth Management
Kansas
$1.76M +$783K +8,083 +71%
SGI
217
Summit Global Investments
Utah
$1.73M +$1.87M +19,259 New
LB
218
Legacy Bridge
Iowa
$1.73M +$2.42K +25 +0.1%
BA
219
Bristlecone Advisors
Washington
$1.72M -$87.7K -905 -5%
P
220
&Partners
Tennessee
$1.69M +$1.13M +11,678 +175%
LP
221
LGL Partners
Pennsylvania
$1.65M -$185K -1,905 -9%
FHA
222
Flagship Harbor Advisors
Massachusetts
$1.64M +$866K +8,938 +97%
BFO
223
Biltmore Family Office
North Carolina
$1.64M -$96.5K -996 -5%
KPWS
224
Kestra Private Wealth Services
Texas
$1.63M -$58.1K -600 -3%
EIP
225
Easterly Investment Partners
Massachusetts
$1.63M

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.