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 828 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
10,668
shares
|
$925,235
0.44% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
10,437
shares
|
$905,201
0.06% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
10,250
shares
|
$888,982
0.22% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
10,229
shares
|
$887,161
0.09% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
10,213
shares
|
$885,773
0.4% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,168
shares
|
$881,870
0.01% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
10,089
shares
|
$875,018
0.01% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
10,082
shares
|
$874,411
0.03% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
10,051
shares
|
$871,723
0.0% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
10,026
shares
|
$869,554
0.01% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$867,300
0.41% of portfolio
|
Q2 2025
Added 42.86%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$867,300
0.25% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Q Global Advisors, LLC
Fort Worth, TX |
May 14, 2025 Q1 2025 |
10,000
shares
|
$867,300
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
9,939
shares
|
$862,009
0.01% of portfolio
|
Q2 2025
Added 37.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
9,908
shares
|
$859,320
0.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,906
shares
|
$859,147
0.03% of portfolio
|
Q2 2020
Added 3.47%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
9,771
shares
|
$847,438
0.05% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
9,698
shares
|
$841,107
0.09% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
9,630
shares
|
$835,209
0.0% of portfolio
|
Q1 2025
Reduced 25.48%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
9,586
shares
|
$831,393
0.15% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,360
shares
|
$811,792
0.24% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
9,230
shares
|
$800,517
0.13% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,211
shares
|
$798,870
0.03% of portfolio
|
Q4 2024
Reduced 34.29%
|
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
9,189
shares
|
$796,961
0.0% of portfolio
|
Q1 2025
Reduced 76.16%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
9,069
shares
|
$786,554
0.12% of portfolio
|
Q2 2025
Reduced 40.97%
|