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 925 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $9.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
66
shares
|
$6,204
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
62
shares
|
$5,828
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
60
shares
|
$5,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
53
shares
|
$4,982
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q4 2023
Reduced 50.5%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
50
shares
|
$4,700
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
50
shares
|
$4,700
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
48
shares
|
$4,512
0.0% of portfolio
|
Q3 2024
Reduced 94.51%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
46
shares
|
$4,324
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
41
shares
|
$3,854
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
40
shares
|
$3,760
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
40
shares
|
$3,760
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
39
shares
|
$3,666
0.0% of portfolio
|
Q2 2023
Reduced 38.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
39
shares
|
$3,666
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
38
shares
|
$3,572
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
37
shares
|
$3,478
0.0% of portfolio
|
Q2 2021
Reduced 54.88%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
34
shares
|
$3,196
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
32
shares
|
$3,008
0.0% of portfolio
|
Q2 2023
Reduced 82.42%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
30
shares
|
$2,820
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,444
0.0% of portfolio
|
Q2 2023
Reduced 48.0%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
25
shares
|
$2,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
25
shares
|
$2,350
0.0% of portfolio
|
Q3 2023
Reduced 83.97%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
24
shares
|
$2,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
24
shares
|
$2,256
0.0% of portfolio
|
Q3 2024
New holding
|