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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,454
shares
|
$226,896
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
2,451
shares
|
$226,619
0.12% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
2,449
shares
|
$226,434
0.18% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
2,426
shares
|
$224,307
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,408
shares
|
$222,643
0.01% of portfolio
|
Q3 2024
Reduced 96.32%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
2,400
shares
|
$221,903
0.0% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
2,398
shares
|
$221,719
0.13% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
2,388
shares
|
$220,794
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,346
shares
|
$216,911
0.15% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$216,356
0.0% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 18, 2024 Q3 2024 |
2,338
shares
|
$216,171
0.5% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,336
shares
|
$215,986
0.01% of portfolio
|
Q3 2024
Added 5.65%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
2,333
shares
|
$215,709
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
2,329
shares
|
$215,339
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
2,307
shares
|
$213,305
0.01% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Sloy Dahl & Holst, LLC
|
Jan 24, 2025 Q4 2024 |
2,302
shares
|
$212,842
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,278
shares
|
$210,623
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,250
shares
|
$208,035
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
2,250
shares
|
$208,035
0.04% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
2,223
shares
|
$205,538
0.12% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
2,207
shares
|
$204,059
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,200
shares
|
$203,412
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Nov 08, 2024 Q3 2024 |
2,157
shares
|
$199,436
0.15% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,154
shares
|
$199,158
0.13% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
2,150
shares
|
$198,789
0.11% of portfolio
|
Q3 2024
New holding
|