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 |
|---|---|---|---|---|---|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,799
shares
|
$1.2 Million
0.63% of portfolio
|
Q4 2022
Added 4.12%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
12,648
shares
|
$1.19 Million
0.41% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,508
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2022
Reduced 14.42%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
12,507
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 42.94%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
12,500
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2025
Added 78.57%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
12,434
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
12,395
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Reduced 29.21%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,339
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2022
Reduced 3.27%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
12,310
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 07, 2025 Q2 2025 |
12,265
shares
|
$1.15 Million
0.29% of portfolio
|
Q2 2025
Reduced 45.61%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
12,209
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.89%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
12,196
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
12,183
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Aug 05, 2025 Q2 2025 |
12,114
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
12,070
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
11,923
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
11,800
shares
|
$1.11 Million
0.14% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
11,761
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
11,686
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 102.5%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
11,556
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 15.26%
|
|
|
Potomac Capital Management, Inc.
|
Feb 14, 2024 Q4 2023 |
11,554
shares
|
$1.09 Million
1.82% of portfolio
|
Q2 2023
Reduced 6.82%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,530
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Washington Growth Strategies LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
11,516
shares
|
$1.08 Million
0.73% of portfolio
|
Q2 2025
Added 14117.28%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
11,485
shares
|
$1.08 Million
0.57% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,444
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.6%
|