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 |
|---|---|---|---|---|---|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
500
shares
|
$43,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
475
shares
|
$41,543
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
473
shares
|
$41,368
0.0% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
466
shares
|
$40,756
0.0% of portfolio
|
Q4 2024
Reduced 33.52%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
435
shares
|
$38,045
0.01% of portfolio
|
Q4 2023
Added 7.41%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
419
shares
|
$36,645
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
400
shares
|
$34,984
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
400
shares
|
$34,984
0.01% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
385
shares
|
$33,672
0.0% of portfolio
|
Q4 2024
Added 393.59%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
360
shares
|
$31,485
0.0% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
352
shares
|
$30,785
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
350
shares
|
$30,610
0.0% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
350
shares
|
$30,610
0.0% of portfolio
|
Q1 2024
Reduced 57.37%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$30,173
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
335
shares
|
$29,299
0.01% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
332
shares
|
$29,036
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
319
shares
|
$27,899
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
317
shares
|
$27,724
0.03% of portfolio
|
Q4 2023
Added 26.8%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
317
shares
|
$27,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
302
shares
|
$26,412
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
300
shares
|
$26,237
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
300
shares
|
$26,237
0.0% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
291
shares
|
$25,450
0.0% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
275
shares
|
$24,051
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
275
shares
|
$24,051
0.0% of portfolio
|
Q3 2024
Reduced 40.6%
|