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 |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
7,095
shares
|
$667,781
0.12% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,082
shares
|
$666,557
0.01% of portfolio
|
Q2 2025
Added 574.48%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,979
shares
|
$656,863
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
6,975
shares
|
$656,487
0.07% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,965
shares
|
$655,545
0.04% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,963
shares
|
$655,357
0.0% of portfolio
|
Q2 2022
Added 623.05%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Aug 15, 2025 Q2 2025 |
6,941
shares
|
$653,286
0.27% of portfolio
|
Q2 2025
Reduced 41.82%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,934
shares
|
$652,628
0.02% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
6,921
shares
|
$651,404
0.06% of portfolio
|
Q2 2025
Reduced 15.65%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
6,910
shares
|
$650,369
0.33% of portfolio
|
Q2 2025
Added 45.57%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
6,857
shares
|
$645,380
0.18% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
6,853
shares
|
$645,004
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
6,852
shares
|
$644,910
0.02% of portfolio
|
Q2 2025
Reduced 32.04%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,813
shares
|
$641,239
0.02% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,812
shares
|
$641,145
0.0% of portfolio
|
Q2 2025
Added 36.84%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
6,763
shares
|
$636,533
0.22% of portfolio
|
Q2 2025
Reduced 20.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,720
shares
|
$632,486
0.01% of portfolio
|
Q2 2025
Added 39.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,686
shares
|
$629,286
0.02% of portfolio
|
Q2 2025
Added 32.11%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
6,645
shares
|
$625,427
0.35% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,625
shares
|
$623,545
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
6,586
shares
|
$619,874
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
6,567
shares
|
$618,086
0.09% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,512
shares
|
$612,909
0.04% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
6,500
shares
|
$611,780
0.14% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,427
shares
|
$604,909
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|