We are live on ! Find out more
XPH icon

State Street SPDR S&P Pharmaceuticals ETF

73 hedge funds and large institutions have $101M invested in State Street SPDR S&P Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

10.75% more ownership

Funds ownership: 52.8%63.55% (+11%)

3% more funds holding

Funds holding: 7173 (+2)

3% more capital invested

Capital invested by funds: $98.4M → $101M (+$2.72M)

52% less call options, than puts

Call options by funds: $813K | Put options by funds: $1.69M

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
14
Closed
10
Calls
$813K
Puts
$1.69M
Net Calls
-$877K
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$26.4M +$22.9M +503,697 +459%
KWM
2
Kingsview Wealth Management
Oregon
$11.4M +$12M +264,888 New
Bank of America
3
Bank of America
North Carolina
$11M -$1.02M -22,425 -8%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$6.14M -$298K -6,561 -4%
LPL Financial
5
LPL Financial
California
$5.52M +$738K +16,227 +14%
FCBT
6
First Citizens Bank & Trust
North Carolina
$5.49M +$2.53M +55,643 +77%
Envestnet Portfolio Solutions
7
Envestnet Portfolio Solutions
Illinois
$4.92M +$2.26M +49,766 +77%
Wells Fargo
8
Wells Fargo
California
$3.71M +$784K +17,234 +25%
Goldman Sachs
9
Goldman Sachs
New York
$2.62M +$287K +6,316 +12%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.26M +$2.19M +48,197 +1,085%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.2M +$1.19M +26,173 +105%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.1M +$1.6M +35,136 +255%
UBS Group
13
UBS Group
Switzerland
$2.05M +$338K +7,432 +19%
WBG
14
Wharton Business Group
Pennsylvania
$1.89M
Citadel Advisors
15
Citadel Advisors
Florida
$1.88M +$900K +19,788 +82%
MCM
16
MAI Capital Management
Ohio
$1.62M -$17.7K -389 -1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$946K -$86.4K -1,900 -8%
USCWA
18
U.S. Capital Wealth Advisors
Texas
$847K -$119K -2,620 -12%
Raymond James Financial
19
Raymond James Financial
Florida
$762K +$806K +17,725 New
IWC
20
Integrated Wealth Concepts
Massachusetts
$712K +$7.64K +168 +1%
CI
21
CX Institutional
Indiana
$438K +$463K +10,183 New
AAS
22
Ameritas Advisory Services
Nebraska
$430K +$6.64K +146 +1%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$363K +$86.3K +1,899 +29%
CIA
24
Concurrent Investment Advisors
Florida
$348K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$328K -$32.6K -718 -9%

XPH Hedge Fund Activity: Q4 2024 in Review

73 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Pharmaceuticals ETF (XPH) for Q4 2024, worth a combined $101M — up 2.8% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XPH positions and 10 closed out — a net gain of 3 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.9M. The largest seller was Clal Insurance, exiting entirely with an estimated $35.5M sold.

  • 73 institutional investors held State Street SPDR S&P Pharmaceuticals ETF (XPH) as of Q4 2024, up from 71 in Q3 2024.
  • Funds reported $101M of State Street SPDR S&P Pharmaceuticals ETF stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Pharmaceuticals ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Pharmaceuticals ETF buyer in Q4 2024 was Morgan Stanley, an estimated $22.9M added.
  • The largest State Street SPDR S&P Pharmaceuticals ETF seller in Q4 2024 was Clal Insurance, an estimated $35.5M sold.

Based on aggregated 13F filings for Q4 2024.