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 925 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Potomac Capital Management, Inc.
|
Feb 14, 2024 Q4 2023 |
11,554
shares
|
$1.06 Million
1.82% of portfolio
|
Q2 2023
Reduced 6.82%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,416
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
11,257
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,089
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
10,945
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 47.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
10,856
shares
|
$996,906
0.18% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
10,803
shares
|
$992,039
0.04% of portfolio
|
Q3 2024
Added 49.19%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
10,739
shares
|
$986,162
0.28% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
10,647
shares
|
$977,714
0.42% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
10,623
shares
|
$975,510
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
10,450
shares
|
$959,623
0.12% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,424
shares
|
$957,235
0.01% of portfolio
|
Q3 2024
Reduced 65.76%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,301
shares
|
$945,940
0.07% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,283
shares
|
$944,287
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
10,239
shares
|
$940,247
0.0% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,168
shares
|
$933,727
0.01% of portfolio
|
Q3 2023
Added 0.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
10,090
shares
|
$926,564
0.01% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,081
shares
|
$925,738
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
10,064
shares
|
$924,177
0.13% of portfolio
|
Q3 2024
Reduced 88.45%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$918,300
0.35% of portfolio
|
Q3 2024
Reduced 28.57%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$918,300
0.25% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,997
shares
|
$918,024
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,941
shares
|
$912,882
0.12% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,906
shares
|
$909,667
0.03% of portfolio
|
Q2 2020
Added 3.47%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
9,904
shares
|
$909,484
0.02% of portfolio
|
Q2 2024
Added 18.62%
|