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 916 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 $8.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
9,391
shares
|
$826,126
0.01% of portfolio
|
Q3 2024
Added 110.94%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,373
shares
|
$824,542
0.06% of portfolio
|
Q3 2024
Added 96.17%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
9,363
shares
|
$823,663
0.01% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
9,360
shares
|
$823,399
0.23% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
9,326
shares
|
$820,408
0.31% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,311
shares
|
$819,088
0.02% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
9,254
shares
|
$814,074
0.05% of portfolio
|
Q3 2024
Added 35.0%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
9,223
shares
|
$811,347
0.7% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
9,115
shares
|
$801,846
0.32% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
9,049
shares
|
$796,040
0.11% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
9,016
shares
|
$793,137
0.01% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
9,004
shares
|
$792,081
0.59% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,970
shares
|
$789,090
0.02% of portfolio
|
Q3 2024
Added 78.51%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
8,936
shares
|
$786,099
0.24% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
8,834
shares
|
$777,126
0.18% of portfolio
|
Q3 2024
Reduced 63.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,829
shares
|
$776,687
0.01% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$775,191
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,781
shares
|
$772,464
0.02% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
8,674
shares
|
$763,051
0.1% of portfolio
|
Q3 2024
Reduced 18.55%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,492
shares
|
$747,041
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
8,173
shares
|
$718,978
0.09% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,078
shares
|
$710,621
0.42% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,935
shares
|
$698,041
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
7,775
shares
|
$683,966
0.0% of portfolio
|
Q3 2024
Added 646.88%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
7,769
shares
|
$683,438
0.6% of portfolio
|
Q2 2024
New holding
|