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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,834
shares
|
$360,856
0.0% of portfolio
|
Q2 2025
Reduced 78.06%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$357,656
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,748
shares
|
$352,761
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ameraudi Asset Management, Inc.
|
Aug 12, 2025 Q2 2025 |
3,747
shares
|
$352,667
0.16% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
3,727
shares
|
$350,785
0.04% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,705
shares
|
$348,714
0.04% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
3,661
shares
|
$344,573
0.14% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
3,651
shares
|
$343,632
0.24% of portfolio
|
Q2 2025
Reduced 8.06%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
3,616
shares
|
$340,337
0.13% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
3,600
shares
|
$338,832
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$329,702
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,452
shares
|
$324,902
0.07% of portfolio
|
Q2 2025
Added 474.38%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
3,435
shares
|
$323,302
0.03% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
3,400
shares
|
$320,008
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
3,316
shares
|
$312,101
0.0% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,308
shares
|
$311,348
0.02% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
3,295
shares
|
$310,125
0.06% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,294
shares
|
$310,031
0.04% of portfolio
|
Q2 2025
Reduced 23.64%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
3,288
shares
|
$309,466
0.02% of portfolio
|
Q2 2025
Reduced 77.37%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,273
shares
|
$308,054
0.02% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,259
shares
|
$306,737
0.04% of portfolio
|
Q1 2023
Reduced 19.71%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,257
shares
|
$306,548
0.19% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
3,232
shares
|
$304,195
0.08% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
3,230
shares
|
$304,007
0.26% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
3,192
shares
|
$300,431
0.04% of portfolio
|
Q1 2025
Reduced 9.63%
|