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 916 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
795
shares
|
$69,530
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
771
shares
|
$67,431
0.0% of portfolio
|
Q4 2024
Reduced 99.87%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
749
shares
|
$65,507
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
748
shares
|
$65,420
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
718
shares
|
$62,796
0.0% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
717
shares
|
$62,708
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$61,221
0.03% of portfolio
|
Q1 2023
Reduced 17.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
684
shares
|
$59,822
0.0% of portfolio
|
Q3 2024
Reduced 84.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
666
shares
|
$58,248
0.04% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
657
shares
|
$57,461
0.0% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
650
shares
|
$56,848
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
640
shares
|
$55,974
0.0% of portfolio
|
Q4 2024
Reduced 23.81%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
618
shares
|
$54,050
0.0% of portfolio
|
Q2 2020
Added 5.46%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
611
shares
|
$53,438
0.02% of portfolio
|
Q4 2024
Reduced 97.51%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
600
shares
|
$52,475
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
593
shares
|
$51,863
0.01% of portfolio
|
Q2 2024
Added 30.33%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
588
shares
|
$51,426
0.02% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
582
shares
|
$50,901
0.01% of portfolio
|
Q4 2019
Reduced 98.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
576
shares
|
$50,376
0.01% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
572
shares
|
$50,027
0.03% of portfolio
|
Q1 2022
Added 14.4%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
535
shares
|
$46,791
0.01% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
535
shares
|
$46,791
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
519
shares
|
$45,391
0.0% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
515
shares
|
$45,041
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$43,730
0.02% of portfolio
|
Q3 2023
Added 66.67%
|