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 |
|---|---|---|---|---|---|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
4,245
shares
|
$399,539
0.14% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,236
shares
|
$398,692
0.03% of portfolio
|
Q2 2025
Reduced 14.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,211
shares
|
$396,339
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Aug 14, 2025 Q2 2025 |
4,192
shares
|
$394,551
0.17% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,176
shares
|
$393,045
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
4,148
shares
|
$390,409
0.11% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,129
shares
|
$388,621
0.02% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,090
shares
|
$384,950
0.2% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
4,084
shares
|
$384,386
0.06% of portfolio
|
Q2 2025
Added 33.6%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
4,084
shares
|
$384,386
0.0% of portfolio
|
Q1 2025
Added 284.56%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
4,056
shares
|
$381,750
0.01% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
4,050
shares
|
$381,186
0.05% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,045
shares
|
$380,715
0.01% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
4,023
shares
|
$378,644
0.0% of portfolio
|
Q2 2025
Reduced 83.9%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,006
shares
|
$377,044
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
3,995
shares
|
$376,009
0.03% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Bank Ozk
|
Aug 12, 2025 Q2 2025 |
3,972
shares
|
$373,844
0.13% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
3,948
shares
|
$371,585
0.05% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
3,925
shares
|
$369,421
0.26% of portfolio
|
Q2 2025
Added 15600.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,909
shares
|
$367,915
0.01% of portfolio
|
Q2 2025
Added 22.85%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,900
shares
|
$367,068
0.06% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
3,900
shares
|
$367,068
0.09% of portfolio
|
Q3 2023
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
3,882
shares
|
$365,373
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$363,209
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,853
shares
|
$362,644
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|