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 102 Million shares, which have been reported (via 13F filing form) to have a value of $8.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
5,344
shares
|
$465,729
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sicart Associates LLC
|
Jan 14, 2025 Q4 2024 |
5,303
shares
|
$462,156
0.18% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
5,266
shares
|
$458,931
0.09% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
5,234
shares
|
$456,143
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,226
shares
|
$455,445
0.04% of portfolio
|
Q4 2022
Reduced 27.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,180
shares
|
$451,437
0.01% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
5,110
shares
|
$445,336
0.17% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
5,078
shares
|
$442,547
0.08% of portfolio
|
Q4 2024
Reduced 20.38%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,061
shares
|
$441,066
0.02% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
5,023
shares
|
$437,754
0.04% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$435,750
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$435,750
0.01% of portfolio
|
Q4 2024
Reduced 58.07%
|
|
|
Sih Partners, Lllp
Wilmington, DE |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$435,750
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
4,999
shares
|
$435,662
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
4,997
shares
|
$435,488
0.09% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
4,980
shares
|
$434,007
0.03% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,944
shares
|
$430,869
0.04% of portfolio
|
Q2 2023
Reduced 23.28%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
4,935
shares
|
$430,085
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,911
shares
|
$427,993
0.02% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
4,909
shares
|
$427,819
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,905
shares
|
$427,470
0.0% of portfolio
|
Q2 2022
Added 122.45%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,902
shares
|
$427,209
0.01% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,847
shares
|
$422,416
0.11% of portfolio
|
Q3 2022
Reduced 3.0%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
4,830
shares
|
$420,934
0.28% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,787
shares
|
$417,187
0.03% of portfolio
|
Q4 2024
Added 48.2%
|