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 920 institutions that hold shares in the stock, with a total of 99.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$32,212
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
335
shares
|
$31,278
0.01% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
332
shares
|
$30,998
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
319
shares
|
$29,785
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
317
shares
|
$29,598
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
317
shares
|
$29,598
0.03% of portfolio
|
Q4 2023
Added 26.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
302
shares
|
$28,197
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
300
shares
|
$28,011
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
300
shares
|
$28,011
0.0% of portfolio
|
Q4 2024
Reduced 10.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
291
shares
|
$27,170
0.0% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
275
shares
|
$25,676
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
275
shares
|
$25,676
0.0% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
270
shares
|
$25,209
0.02% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
266
shares
|
$24,836
0.0% of portfolio
|
Q4 2024
Reduced 33.5%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
253
shares
|
$23,622
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
252
shares
|
$23,529
0.0% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
250
shares
|
$23,342
0.01% of portfolio
|
Q1 2024
Added 117.39%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
245
shares
|
$22,875
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
244
shares
|
$22,782
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$22,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
236
shares
|
$22,035
0.0% of portfolio
|
Q2 2022
Reduced 37.4%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
231
shares
|
$21,568
0.01% of portfolio
|
Q4 2024
Added 670.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
225
shares
|
$21,008
0.01% of portfolio
|
Q4 2024
Reduced 49.89%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
218
shares
|
$20,354
0.01% of portfolio
|
Q4 2024
Added 38.85%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
213
shares
|
$19,887
0.01% of portfolio
|
Q1 2024
New holding
|