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 846 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $9.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
13,050
shares
|
$1.08 Million
0.13% of portfolio
|
Q2 2022
Reduced 2.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,937
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 31.14%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
12,799
shares
|
$1.06 Million
0.63% of portfolio
|
Q4 2022
Added 4.12%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
12,737
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 30.02%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Apr 29, 2025 Q1 2025 |
12,736
shares
|
$1.06 Million
0.31% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,583
shares
|
$1.04 Million
0.16% of portfolio
|
Q1 2025
Added 55.14%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,535
shares
|
$1.04 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,508
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2022
Reduced 14.42%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
12,507
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.94%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
12,339
shares
|
$1.02 Million
0.36% of portfolio
|
Q2 2022
Reduced 3.27%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
12,275
shares
|
$1.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 28.18%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
12,196
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,175
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
12,110
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
May 15, 2025 Q1 2025 |
11,931
shares
|
$989,676
0.48% of portfolio
|
Q1 2025
Reduced 34.98%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
11,888
shares
|
$986,109
0.06% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,817
shares
|
$980,220
0.36% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
11,800
shares
|
$978,810
0.15% of portfolio
|
Q1 2025
Reduced 55.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
11,781
shares
|
$977,233
0.05% of portfolio
|
Q1 2025
Added 168.36%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
11,629
shares
|
$964,625
0.02% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
11,586
shares
|
$961,058
0.02% of portfolio
|
Q1 2025
Reduced 14.13%
|
|
|
Potomac Capital Management, Inc.
|
Feb 14, 2024 Q4 2023 |
11,554
shares
|
$958,404
1.82% of portfolio
|
Q2 2023
Reduced 6.82%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
11,439
shares
|
$948,865
0.04% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Yarbrough Capital, LLC
|
Apr 14, 2025 Q1 2025 |
11,100
shares
|
$920,745
0.04% of portfolio
|
Q1 2025
Reduced 70.27%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
10,948
shares
|
$908,136
0.56% of portfolio
|
Q1 2025
Reduced 26.05%
|