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 915 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $9.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,900
shares
|
$361,023
0.06% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$361,023
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
3,891
shares
|
$360,189
0.28% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$357,227
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,853
shares
|
$356,672
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,834
shares
|
$354,913
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$351,766
0.0% of portfolio
|
Q1 2024
Added 8.57%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,766
shares
|
$348,618
0.19% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,748
shares
|
$346,952
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,699
shares
|
$342,416
0.02% of portfolio
|
Q4 2024
Reduced 69.09%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,675
shares
|
$340,194
0.09% of portfolio
|
Q2 2024
Reduced 49.1%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,663
shares
|
$339,083
0.32% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,641
shares
|
$337,047
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
3,640
shares
|
$336,954
0.01% of portfolio
|
Q4 2024
Added 51.67%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,631
shares
|
$336,121
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,605
shares
|
$333,714
0.14% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,597
shares
|
$332,974
0.06% of portfolio
|
Q3 2024
Added 31.28%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,579
shares
|
$331,308
0.05% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,508
shares
|
$324,735
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$324,272
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,499
shares
|
$323,902
0.05% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,486
shares
|
$322,699
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
3,477
shares
|
$321,865
0.06% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,467
shares
|
$320,940
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,435
shares
|
$317,977
0.04% of portfolio
|
Q3 2024
Reduced 47.76%
|