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 918 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $9.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nantahala Capital Management, LLC
New Canaan, CT |
Nov 14, 2024 Q3 2024 |
21,646
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
21,610
shares
|
$2.01 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
21,558
shares
|
$2.01 Million
0.04% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Ulysses Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,500
shares
|
$2 Million
0.2% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
21,424
shares
|
$2 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.93%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
21,149
shares
|
$1.97 Million
0.05% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
21,067
shares
|
$1.96 Million
0.19% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
20,570
shares
|
$1.92 Million
5.77% of portfolio
|
Q3 2021
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
20,256
shares
|
$1.89 Million
0.31% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
20,254
shares
|
$1.89 Million
0.32% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
20,158
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
20,014
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
20,007
shares
|
$1.86 Million
0.61% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
Nov 12, 2024 Q3 2024 |
20,000
shares
|
$1.86 Million
1.27% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
19,965
shares
|
$1.86 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,953
shares
|
$1.86 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
19,862
shares
|
$1.85 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,685
shares
|
$1.83 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
19,465
shares
|
$1.81 Million
0.28% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
19,176
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
19,156
shares
|
$1.78 Million
0.33% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
19,154
shares
|
$1.78 Million
0.99% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
18,945
shares
|
$1.77 Million
0.47% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
18,657
shares
|
$1.74 Million
0.27% of portfolio
|
Q4 2022
Added 82.43%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,297
shares
|
$1.7 Million
1.79% of portfolio
|
Q3 2022
Reduced 37.57%
|