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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,467
shares
|
$612,424
0.03% of portfolio
|
Q4 2024
Reduced 83.67%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,427
shares
|
$608,636
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
6,402
shares
|
$606,269
0.03% of portfolio
|
Q4 2024
Reduced 16.31%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
6,378
shares
|
$603,996
0.1% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
6,377
shares
|
$603,901
0.13% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,350
shares
|
$601,345
0.01% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,347
shares
|
$601,060
0.03% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,221
shares
|
$589,128
0.0% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
6,207
shares
|
$587,802
0.01% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
6,177
shares
|
$584,961
0.02% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
6,170
shares
|
$584,299
0.12% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,146
shares
|
$582,026
0.06% of portfolio
|
Q4 2024
Added 35.11%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
6,063
shares
|
$574,166
0.04% of portfolio
|
Q4 2024
Reduced 5.82%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
6,050
shares
|
$572,935
0.04% of portfolio
|
Q1 2024
Reduced 19.33%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
5,980
shares
|
$566,306
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
5,950
shares
|
$563,465
0.42% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,835
shares
|
$552,574
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
5,819
shares
|
$551,059
0.02% of portfolio
|
Q4 2024
Reduced 97.51%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,784
shares
|
$547,744
0.66% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,776
shares
|
$546,987
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
5,714
shares
|
$541,115
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
5,692
shares
|
$539,032
0.04% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
5,528
shares
|
$523,501
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
5,521
shares
|
$522,838
0.05% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
5,502
shares
|
$521,039
0.06% of portfolio
|
Q3 2024
Added 1.96%
|