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 918 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 $9.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
9,360
shares
|
$886,392
0.24% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9,326
shares
|
$883,172
0.31% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,311
shares
|
$881,751
0.02% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
9,216
shares
|
$872,755
0.1% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Pictet & Cie (Europe) Sa
|
Jan 30, 2025 Q4 2024 |
9,110
shares
|
$862,717
0.02% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,016
shares
|
$853,815
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
9,004
shares
|
$852,678
0.59% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,970
shares
|
$849,459
0.02% of portfolio
|
Q3 2024
Added 78.51%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
8,936
shares
|
$846,239
0.24% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
8,847
shares
|
$837,810
0.41% of portfolio
|
Q4 2024
Added 9.52%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,845
shares
|
$837,621
0.05% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
8,834
shares
|
$836,579
0.65% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
8,834
shares
|
$836,579
0.18% of portfolio
|
Q3 2024
Reduced 63.23%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$834,496
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
8,600
shares
|
$814,420
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,492
shares
|
$804,192
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
8,173
shares
|
$773,983
0.09% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
8,022
shares
|
$759,683
0.07% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$751,444
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,775
shares
|
$736,292
0.0% of portfolio
|
Q3 2024
Added 646.88%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,769
shares
|
$735,724
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,768
shares
|
$735,629
0.01% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,752
shares
|
$734,114
0.51% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
7,645
shares
|
$723,981
0.25% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,630
shares
|
$722,561
0.0% of portfolio
|
Q3 2024
New holding
|