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 |
|---|---|---|---|---|---|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
26,480
shares
|
$2.49 Million
0.42% of portfolio
|
Q2 2024
Added 6.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
26,444
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
26,299
shares
|
$2.47 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
26,221
shares
|
$2.47 Million
1.46% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,106
shares
|
$2.45 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
25,928
shares
|
$2.44 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,700
shares
|
$2.42 Million
1.23% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
25,608
shares
|
$2.41 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
25,460
shares
|
$2.39 Million
0.61% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Fore Capital, LLC
|
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$2.35 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,734
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,704
shares
|
$2.32 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
24,648
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
24,554
shares
|
$2.31 Million
0.88% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
24,146
shares
|
$2.27 Million
0.34% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
23,966
shares
|
$2.25 Million
0.31% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
23,873
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
23,637
shares
|
$2.22 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
23,489
shares
|
$2.21 Million
0.03% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
23,460
shares
|
$2.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 90.67%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
23,123
shares
|
$2.17 Million
0.26% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,105
shares
|
$2.17 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,788
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
22,737
shares
|
$2.14 Million
2.55% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
22,606
shares
|
$2.13 Million
0.19% of portfolio
|
Q3 2024
Reduced 42.29%
|