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 803 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
22,517
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
22,324
shares
|
$2.1 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,233
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
22,077
shares
|
$2.08 Million
0.07% of portfolio
|
Q1 2023
Reduced 5.04%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
21,990
shares
|
$2.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 26.8%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
21,895
shares
|
$2.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
21,875
shares
|
$2.06 Million
0.02% of portfolio
|
Q2 2025
Added 10.82%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,628
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
21,396
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
21,303
shares
|
$2.01 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
21,149
shares
|
$1.99 Million
0.05% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
20,998
shares
|
$1.98 Million
0.51% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,929
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
20,709
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.87%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,694
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
20,662
shares
|
$1.94 Million
0.71% of portfolio
|
Q1 2025
Reduced 69.25%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
20,600
shares
|
$1.94 Million
0.01% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
20,370
shares
|
$1.92 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
20,348
shares
|
$1.92 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.0%
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
Aug 04, 2025 Q2 2025 |
20,000
shares
|
$1.88 Million
1.32% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2025 Q2 2025 |
19,838
shares
|
$1.87 Million
0.0% of portfolio
|
Q2 2025
Reduced 89.33%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,701
shares
|
$1.85 Million
0.26% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,683
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 05, 2025 Q2 2025 |
19,670
shares
|
$1.85 Million
0.78% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jul 22, 2025 Q2 2025 |
19,413
shares
|
$1.83 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.43%
|