Institutional Ownership Spdr Ser Tr Spdr S&P Biotech E (XBI)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Biotech E (XBI). We have compiled data on the 803 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,799
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
15,680
shares
|
$1.48 Million
0.23% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
15,551
shares
|
$1.46 Million
0.02% of portfolio
|
Q2 2025
Added 407.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
15,545
shares
|
$1.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
15,172
shares
|
$1.43 Million
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,000
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
14,385
shares
|
$1.35 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
14,127
shares
|
$1.33 Million
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
14,054
shares
|
$1.32 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Prudent Man Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
14,028
shares
|
$1.32 Million
0.38% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
13,687
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
13,536
shares
|
$1.27 Million
0.08% of portfolio
|
Q2 2025
Reduced 42.06%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 08, 2025 Q2 2025 |
13,500
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
13,434
shares
|
$1.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
13,376
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 76.51%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
13,362
shares
|
$1.26 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
13,274
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
13,206
shares
|
$1.24 Million
0.31% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
13,179
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 20.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
13,116
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2024
Reduced 79.48%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
13,108
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.44%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
13,050
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2022
Reduced 2.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,937
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,812
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.14%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
12,808
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 95.39%
|