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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
8,946
shares
|
$775,886
0.19% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
8,845
shares
|
$767,126
0.14% of portfolio
|
Q1 2025
Reduced 48.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,845
shares
|
$767,126
0.05% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$764,264
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
8,800
shares
|
$763,224
0.72% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,692
shares
|
$753,857
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,612
shares
|
$746,918
0.01% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
8,581
shares
|
$744,230
0.17% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
8,547
shares
|
$741,281
0.29% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,492
shares
|
$736,511
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,454
shares
|
$733,215
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,391
shares
|
$727,751
0.65% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,306
shares
|
$720,379
0.09% of portfolio
|
Q2 2025
Reduced 93.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,264
shares
|
$716,736
0.02% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,205
shares
|
$711,619
0.08% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
8,200
shares
|
$711,186
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
8,173
shares
|
$708,844
0.07% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
8,022
shares
|
$695,748
0.06% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,752
shares
|
$672,330
0.49% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,618
shares
|
$660,709
0.07% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
7,595
shares
|
$658,714
0.03% of portfolio
|
Q2 2025
Reduced 28.17%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
7,377
shares
|
$639,807
0.49% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
7,338
shares
|
$636,424
0.01% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
7,294
shares
|
$632,608
0.05% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
7,273
shares
|
$630,787
0.06% of portfolio
|
Q2 2025
Reduced 86.19%
|