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 828 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 $9.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
50
shares
|
$4,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,336
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
41
shares
|
$3,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
41
shares
|
$3,555
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
40
shares
|
$3,469
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
40
shares
|
$3,469
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$3,382
0.0% of portfolio
|
Q2 2023
Reduced 38.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
39
shares
|
$3,382
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
38
shares
|
$3,295
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
37
shares
|
$3,209
0.0% of portfolio
|
Q2 2021
Reduced 54.88%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
36
shares
|
$3,122
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
36
shares
|
$3,122
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$2,948
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
33
shares
|
$2,862
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,775
0.0% of portfolio
|
Q2 2023
Reduced 82.42%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29
shares
|
$2,515
0.0% of portfolio
|
Q1 2025
Reduced 79.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
26
shares
|
$2,254
0.0% of portfolio
|
Q2 2023
Reduced 48.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
25
shares
|
$2,168
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$2,168
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,734
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
16
shares
|
$1,387
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$1,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
15
shares
|
$1,300
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
14
shares
|
$1,214
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$1,040
0.0% of portfolio
|
Q4 2023
Reduced 97.98%
|