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 $8.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
38,690
shares
|
$3.27 Million
0.86% of portfolio
|
Q4 2024
Added 51.96%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
38,541
shares
|
$3.25 Million
0.01% of portfolio
|
Q4 2024
Added 127.81%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
38,135
shares
|
$3.22 Million
0.81% of portfolio
|
Q4 2024
Reduced 40.81%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
37,812
shares
|
$3.19 Million
0.56% of portfolio
|
Q4 2022
Reduced 5.48%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
37,340
shares
|
$3.15 Million
0.13% of portfolio
|
Q1 2023
Added 54.68%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
37,194
shares
|
$3.14 Million
0.14% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
36,111
shares
|
$3.05 Million
2.52% of portfolio
|
Q4 2024
Added 14.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
35,662
shares
|
$3.01 Million
0.02% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
32,906
shares
|
$2.78 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Millrace Asset Group, Inc.
|
Nov 13, 2024 Q3 2024 |
32,847
shares
|
$2.77 Million
3.3% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Mar 06, 2025 Q4 2024 |
32,701
shares
|
$2.76 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
32,163
shares
|
$2.71 Million
0.3% of portfolio
|
Q4 2024
Reduced 21.19%
|
|
|
Kazazian Asset Management, LLC
Fort Lauderdale, FL |
Feb 11, 2025 Q4 2024 |
31,893
shares
|
$2.69 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
31,300
shares
|
$2.64 Million
2.36% of portfolio
|
Q4 2022
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,287
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.75%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,002
shares
|
$2.62 Million
0.0% of portfolio
|
Q3 2022
Reduced 93.19%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
30,884
shares
|
$2.61 Million
0.31% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
30,845
shares
|
$2.6 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
30,118
shares
|
$2.54 Million
0.47% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
30,105
shares
|
$2.54 Million
0.89% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
29,937
shares
|
$2.53 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
29,417
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
29,237
shares
|
$2.47 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Arch Point Investors
Coral Gables, FL |
Feb 13, 2025 Q4 2024 |
29,000
shares
|
$2.45 Million
0.89% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
28,905
shares
|
$2.44 Million
0.6% of portfolio
|
Q4 2024
Added 12.87%
|