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 832 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 $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
8,845
shares
|
$749,171
0.14% of portfolio
|
Q1 2025
Reduced 48.75%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
8,845
shares
|
$749,171
0.05% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$746,376
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
8,800
shares
|
$745,360
0.72% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,692
shares
|
$736,212
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,612
shares
|
$729,436
0.01% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
8,581
shares
|
$726,810
0.17% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
8,547
shares
|
$723,930
0.29% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,504
shares
|
$720,288
0.02% of portfolio
|
Q1 2025
Added 165.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,492
shares
|
$719,272
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
8,454
shares
|
$716,053
0.03% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,391
shares
|
$710,717
0.65% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
8,306
shares
|
$703,518
0.09% of portfolio
|
Q2 2025
Reduced 93.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,264
shares
|
$699,960
0.02% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,205
shares
|
$694,963
0.08% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
8,200
shares
|
$694,540
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
8,173
shares
|
$692,253
0.07% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
8,022
shares
|
$679,463
0.06% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,752
shares
|
$656,594
0.49% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,618
shares
|
$645,244
0.07% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
7,377
shares
|
$624,831
0.49% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
7,260
shares
|
$614,922
0.05% of portfolio
|
Q1 2025
Added 51.85%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
7,225
shares
|
$611,957
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
7,223
shares
|
$611,788
0.0% of portfolio
|
Q1 2025
Reduced 27.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
7,210
shares
|
$610,687
0.01% of portfolio
|
Q1 2025
Added 28.2%
|