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 829 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 $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,460
shares
|
$560,275
0.04% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,427
shares
|
$557,413
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,344
shares
|
$550,215
0.06% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
6,325
shares
|
$548,567
0.13% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
6,309
shares
|
$547,179
0.01% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,225
shares
|
$539,894
0.16% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,221
shares
|
$539,547
0.0% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
6,204
shares
|
$538,072
0.0% of portfolio
|
Q1 2025
Added 1672.57%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
6,200
shares
|
$537,726
0.1% of portfolio
|
Q1 2025
Reduced 53.15%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
6,191
shares
|
$536,945
0.09% of portfolio
|
Q1 2025
Added 46.08%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
6,170
shares
|
$535,124
0.11% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Ping Capital Management, Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
6,000
shares
|
$520,380
0.12% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,995
shares
|
$519,946
0.12% of portfolio
|
Q1 2025
Reduced 90.69%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
5,985
shares
|
$519,079
0.01% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
5,800
shares
|
$503,034
0.1% of portfolio
|
Q1 2025
Reduced 75.63%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
5,792
shares
|
$502,340
0.02% of portfolio
|
Q1 2025
Added 29.23%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,784
shares
|
$501,646
0.66% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
5,771
shares
|
$500,518
0.01% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
5,732
shares
|
$497,136
0.05% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
5,693
shares
|
$493,753
0.05% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,662
shares
|
$491,065
0.11% of portfolio
|
Q1 2025
Reduced 64.44%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
5,605
shares
|
$486,121
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,585
shares
|
$484,387
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
5,571
shares
|
$483,172
0.22% of portfolio
|
Q1 2025
Reduced 42.25%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Jul 10, 2025 Q2 2025 |
5,550
shares
|
$481,351
0.24% of portfolio
|
Q2 2025
Added 3.41%
|