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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,450
shares
|
$421,415
0.03% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
4,421
shares
|
$418,668
0.19% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,393
shares
|
$416,017
0.13% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,390
shares
|
$415,733
0.02% of portfolio
|
Q1 2024
Added 86.41%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,371
shares
|
$413,933
0.02% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,360
shares
|
$412,892
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,359
shares
|
$412,797
0.21% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,359
shares
|
$412,797
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,317
shares
|
$408,819
0.01% of portfolio
|
Q4 2024
Added 67.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,275
shares
|
$404,842
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,238
shares
|
$401,338
0.06% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
Jan 28, 2025 Q4 2024 |
4,223
shares
|
$399,918
0.18% of portfolio
|
Q4 2024
Reduced 37.65%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,215
shares
|
$399,160
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,212
shares
|
$398,876
0.17% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,203
shares
|
$398,024
0.02% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,157
shares
|
$393,667
0.07% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$391,111
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,120
shares
|
$390,164
0.0% of portfolio
|
Q3 2024
Reduced 63.58%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,090
shares
|
$387,323
0.31% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
4,083
shares
|
$386,660
0.05% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,045
shares
|
$383,061
0.01% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,006
shares
|
$379,368
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,002
shares
|
$378,989
0.0% of portfolio
|
Q3 2024
Added 74.68%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
3,972
shares
|
$376,148
0.15% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,971
shares
|
$376,053
0.01% of portfolio
|
Q2 2024
Added 26.22%
|