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 |
|---|---|---|---|---|---|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
360
shares
|
$33,883
0.0% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
352
shares
|
$33,130
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$32,471
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
342
shares
|
$32,189
0.0% of portfolio
|
Q2 2025
Added 50.66%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
339
shares
|
$31,906
0.01% of portfolio
|
Q2 2025
Added 35.6%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
328
shares
|
$30,871
0.0% of portfolio
|
Q1 2025
Reduced 86.49%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
317
shares
|
$29,836
0.03% of portfolio
|
Q4 2023
Added 26.8%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
301
shares
|
$28,330
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
300
shares
|
$28,236
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
300
shares
|
$28,236
0.01% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
300
shares
|
$28,236
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
297
shares
|
$27,953
0.0% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
275
shares
|
$25,883
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
257
shares
|
$24,188
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
253
shares
|
$23,812
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
247
shares
|
$23,247
0.02% of portfolio
|
Q2 2025
Added 2145.45%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
245
shares
|
$23,059
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
245
shares
|
$23,059
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$22,588
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
238
shares
|
$22,400
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
236
shares
|
$22,212
0.0% of portfolio
|
Q2 2022
Reduced 37.4%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
225
shares
|
$21,177
0.01% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
221
shares
|
$20,800
0.0% of portfolio
|
Q2 2025
Added 952.38%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
220
shares
|
$20,706
0.01% of portfolio
|
Q1 2025
Reduced 86.45%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
220
shares
|
$20,706
0.0% of portfolio
|
Q2 2025
Reduced 55.82%
|