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 829 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $9.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
743
shares
|
$64,440
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
704
shares
|
$61,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
666
shares
|
$57,762
0.04% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
657
shares
|
$56,981
0.0% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
650
shares
|
$56,374
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
650
shares
|
$56,374
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
635
shares
|
$55,073
0.01% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
618
shares
|
$53,599
0.0% of portfolio
|
Q2 2020
Added 5.46%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$52,038
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
600
shares
|
$52,038
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
595
shares
|
$51,604
0.01% of portfolio
|
Q2 2025
Reduced 79.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
576
shares
|
$49,956
0.01% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
572
shares
|
$49,609
0.03% of portfolio
|
Q1 2022
Added 14.4%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
535
shares
|
$46,400
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
535
shares
|
$46,400
0.01% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
514
shares
|
$44,579
0.02% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
505
shares
|
$43,798
0.02% of portfolio
|
Q2 2025
Reduced 57.92%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
500
shares
|
$43,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$43,365
0.02% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
498
shares
|
$43,191
0.01% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
490
shares
|
$42,497
0.0% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
487
shares
|
$42,237
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
475
shares
|
$41,196
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
460
shares
|
$39,895
0.0% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
452
shares
|
$39,201
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|