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 921 institutions that hold shares in the stock, with a total of 99.9 Million shares, which have been reported (via 13F filing form) to have a value of $9.07 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
9,152
shares
|
$831,642
0.05% of portfolio
|
Q1 2024
Added 87.43%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
9,027
shares
|
$820,283
0.02% of portfolio
|
Q1 2024
Added 12.46%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 23, 2024 Q1 2024 |
8,952
shares
|
$813,468
0.62% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2024 Q1 2024 |
8,925
shares
|
$811,014
0.02% of portfolio
|
Q1 2024
Added 186.52%
|
|
Foundations Investment Advisors, LLC
|
May 13, 2024 Q1 2024 |
8,914
shares
|
$810,015
0.02% of portfolio
|
Q1 2024
New holding
|
|
Hanson & Doremus Investment Management
|
Apr 22, 2024 Q1 2024 |
8,909
shares
|
$809,560
0.15% of portfolio
|
Q1 2024
Reduced 34.52%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 22, 2024 Q1 2024 |
8,856
shares
|
$804,744
0.11% of portfolio
|
Q1 2024
Added 21.97%
|
|
Privium Fund Management (Uk) LTD
|
Apr 29, 2024 Q1 2024 |
8,800
shares
|
$799,656
0.42% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Belpointe Asset Management LLC
|
May 08, 2024 Q1 2024 |
8,710
shares
|
$791,477
0.07% of portfolio
|
Q1 2024
Reduced 37.45%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
8,697
shares
|
$790,296
0.09% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
Y Intercept (Hong Kong) LTD
|
May 10, 2024 Q1 2024 |
8,691
shares
|
$789,751
0.06% of portfolio
|
Q1 2024
New holding
|
|
Institute For Wealth Management, Llc.
|
Apr 30, 2024 Q1 2024 |
8,634
shares
|
$784,571
0.11% of portfolio
|
Q1 2024
Added 0.99%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
8,586
shares
|
$780,209
0.01% of portfolio
|
Q1 2024
Added 22.82%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
8,583
shares
|
$779,937
0.04% of portfolio
|
Q4 2023
Reduced 2.91%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
8,452
shares
|
$768,033
0.34% of portfolio
|
Q1 2024
New holding
|
|
Ieq Capital, LLC
|
May 08, 2024 Q1 2024 |
8,450
shares
|
$767,851
0.01% of portfolio
|
Q1 2024
Added 43.44%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
8,349
shares
|
$758,673
0.02% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
Green Square Capital Advisors LLC
|
May 15, 2024 Q1 2024 |
8,332
shares
|
$757,128
0.02% of portfolio
|
Q1 2024
Reduced 23.79%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 15, 2024 Q1 2024 |
8,298
shares
|
$754,039
0.3% of portfolio
|
Q1 2024
Reduced 4.47%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Apr 23, 2024 Q1 2024 |
8,129
shares
|
$738,682
0.08% of portfolio
|
Q1 2024
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 15, 2024 Q1 2024 |
7,970
shares
|
$724,233
0.08% of portfolio
|
Q1 2024
Reduced 17.17%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
7,915
shares
|
$719,236
0.03% of portfolio
|
Q1 2024
Added 46.55%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
7,914
shares
|
$719,145
0.0% of portfolio
|
Q1 2024
Added 17.33%
|
|
Big Sur Wealth Management LLC
Miami, FL |
May 21, 2024 Q1 2024 |
7,900
shares
|
$717,873
0.24% of portfolio
|
Q1 2024
Added 163.33%
|
|
Northstar Asset Management LLC
|
Apr 26, 2024 Q1 2024 |
7,875
shares
|
$715,601
0.19% of portfolio
|
Q1 2024
Reduced 1.25%
|