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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,124
shares
|
$603,402
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
7,082
shares
|
$599,845
0.01% of portfolio
|
Q2 2025
Added 574.48%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
7,000
shares
|
$592,900
0.31% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Bramshill Investments, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
7,000
shares
|
$592,900
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
6,963
shares
|
$589,766
0.0% of portfolio
|
Q2 2022
Added 623.05%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
6,885
shares
|
$583,159
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,857
shares
|
$580,787
0.19% of portfolio
|
Q1 2025
Reduced 26.36%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,853
shares
|
$580,449
0.01% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
6,797
shares
|
$575,705
0.12% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
6,767
shares
|
$573,164
0.01% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,763
shares
|
$572,826
0.02% of portfolio
|
Q1 2025
Added 10.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,720
shares
|
$569,184
0.01% of portfolio
|
Q2 2025
Added 39.71%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
6,677
shares
|
$565,541
0.02% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
6,645
shares
|
$562,831
0.35% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
6,640
shares
|
$562,408
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,625
shares
|
$561,137
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
6,556
shares
|
$555,293
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
6,545
shares
|
$554,361
0.22% of portfolio
|
Q1 2025
Reduced 14.39%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
6,512
shares
|
$551,566
0.04% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
6,500
shares
|
$550,550
0.14% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
6,496
shares
|
$550,211
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,476
shares
|
$548,517
0.0% of portfolio
|
Q1 2025
Added 141.73%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,460
shares
|
$547,162
0.04% of portfolio
|
Q1 2025
Added 11.84%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,427
shares
|
$544,366
0.01% of portfolio
|
Q2 2024
Reduced 9.15%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,344
shares
|
$537,336
0.06% of portfolio
|
Q1 2025
Added 2.72%
|