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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
219
shares
|
$20,612
0.0% of portfolio
|
Q2 2025
Reduced 31.35%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
218
shares
|
$20,518
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
210
shares
|
$19,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
200
shares
|
$18,824
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$18,824
0.03% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
200
shares
|
$18,824
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
200
shares
|
$18,824
0.01% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
180
shares
|
$16,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
175
shares
|
$16,471
0.0% of portfolio
|
Q4 2022
Added 16.67%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
175
shares
|
$16,471
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
165
shares
|
$15,529
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
150
shares
|
$14,118
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
140
shares
|
$13,176
0.0% of portfolio
|
Q2 2025
Reduced 36.36%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
135
shares
|
$12,706
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
130
shares
|
$12,235
0.0% of portfolio
|
Q1 2023
Reduced 60.61%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
128
shares
|
$12,047
0.0% of portfolio
|
Q2 2025
Reduced 92.09%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$11,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
115
shares
|
$10,823
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
114
shares
|
$10,729
0.0% of portfolio
|
Q4 2023
Reduced 32.14%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
108
shares
|
$10,164
0.0% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,412
0.0% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,412
0.01% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
100
shares
|
$9,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
100
shares
|
$9,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$9,412
0.0% of portfolio
|
Q2 2025
Added 36.99%
|