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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
9,189
shares
|
$762,227
0.0% of portfolio
|
Q1 2025
Reduced 76.16%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
9,076
shares
|
$752,854
0.2% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
8,946
shares
|
$742,070
0.19% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
8,845
shares
|
$733,692
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
|
$733,692
0.05% of portfolio
|
Q4 2024
Reduced 14.85%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$730,955
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
8,800
shares
|
$729,960
0.72% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
8,692
shares
|
$721,001
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
8,612
shares
|
$714,365
0.01% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Shelton Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
8,611
shares
|
$714,282
0.39% of portfolio
|
Q1 2025
Added 97.55%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
8,547
shares
|
$708,973
0.29% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
8,504
shares
|
$705,406
0.02% of portfolio
|
Q1 2025
Added 165.42%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,492
shares
|
$704,411
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
8,463
shares
|
$702,005
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
8,391
shares
|
$696,033
0.65% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
8,264
shares
|
$685,498
0.02% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,205
shares
|
$680,604
0.08% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
8,200
shares
|
$680,190
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
8,173
shares
|
$677,950
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
|
$665,424
0.06% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
7,752
shares
|
$643,028
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
|
$631,913
0.07% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
7,377
shares
|
$611,922
0.49% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
7,260
shares
|
$602,217
0.05% of portfolio
|
Q1 2025
Added 51.85%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
7,225
shares
|
$599,313
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|