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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
6,344
shares
|
$597,097
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
6,320
shares
|
$594,838
0.01% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
6,311
shares
|
$593,991
0.01% of portfolio
|
Q2 2025
Reduced 36.3%
|
|
|
Beech Hill Advisors, Inc.
|
Jul 30, 2025 Q2 2025 |
6,251
shares
|
$588,344
0.24% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,221
shares
|
$585,520
0.0% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
6,200
shares
|
$583,544
0.09% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
6,154
shares
|
$579,214
0.01% of portfolio
|
Q2 2025
Added 55.52%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
6,150
shares
|
$578,838
0.09% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
6,140
shares
|
$577,896
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,133
shares
|
$577,237
0.01% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
6,107
shares
|
$574,790
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Northstar Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
6,100
shares
|
$574,132
0.12% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$564,720
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$564,720
0.12% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
5,989
shares
|
$563,684
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
5,800
shares
|
$545,896
0.09% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,784
shares
|
$544,390
0.66% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,775
shares
|
$543,543
0.14% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,710
shares
|
$537,425
0.01% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
5,693
shares
|
$535,825
0.05% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
5,661
shares
|
$532,813
0.03% of portfolio
|
Q2 2025
Reduced 13.65%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
5,646
shares
|
$531,401
0.05% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
5,616
shares
|
$528,577
0.41% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,603
shares
|
$527,354
0.01% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,578
shares
|
$525,001
0.02% of portfolio
|
Q2 2025
Reduced 16.46%
|