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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
18,252
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 135.48%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,192
shares
|
$1.7 Million
0.09% of portfolio
|
Q4 2024
Added 96.59%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
18,116
shares
|
$1.69 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.23%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,085
shares
|
$1.69 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Easterly Investment Partners LLC
|
Nov 01, 2024 Q3 2024 |
18,061
shares
|
$1.68 Million
0.15% of portfolio
|
Q1 2024
Reduced 21.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
18,055
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
17,965
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,750
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
17,706
shares
|
$1.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
17,704
shares
|
$1.65 Million
0.62% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
17,241
shares
|
$1.61 Million
0.05% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
17,022
shares
|
$1.59 Million
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,919
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
16,918
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.71%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
16,754
shares
|
$1.56 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
16,588
shares
|
$1.55 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.65%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
16,520
shares
|
$1.54 Million
0.31% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
16,442
shares
|
$1.53 Million
0.65% of portfolio
|
Q2 2024
Reduced 34.78%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
16,359
shares
|
$1.52 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
15,999
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
15,986
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Added 11.04%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
15,806
shares
|
$1.47 Million
1.53% of portfolio
|
Q3 2022
Added 18279.07%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
15,799
shares
|
$1.47 Million
0.11% of portfolio
|
Q3 2022
Reduced 2.04%
|
|
|
Lsp Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$1.44 Million
0.8% of portfolio
|
Q2 2022
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
15,340
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2024
Reduced 28.27%
|