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 |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
5,073
shares
|
$446,271
0.04% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,061
shares
|
$445,216
0.02% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
5,022
shares
|
$441,785
0.48% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
5,015
shares
|
$441,169
0.0% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,980
shares
|
$438,090
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,974
shares
|
$437,562
0.02% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,944
shares
|
$434,923
0.04% of portfolio
|
Q2 2023
Reduced 23.28%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
4,925
shares
|
$433,252
0.08% of portfolio
|
Q3 2024
Reduced 36.88%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,917
shares
|
$432,548
0.29% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
4,917
shares
|
$432,548
0.04% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,905
shares
|
$431,492
0.0% of portfolio
|
Q2 2022
Added 122.45%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
4,847
shares
|
$426,390
0.11% of portfolio
|
Q3 2022
Reduced 3.0%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
4,830
shares
|
$424,895
0.28% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
4,762
shares
|
$418,913
0.09% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
4,650
shares
|
$409,060
0.08% of portfolio
|
Q2 2024
Added 10.71%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
4,637
shares
|
$407,916
0.02% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,634
shares
|
$407,652
0.04% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,601
shares
|
$404,749
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,588
shares
|
$403,606
0.01% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
4,580
shares
|
$402,902
0.34% of portfolio
|
Q2 2024
Added 9.07%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
4,570
shares
|
$402,022
0.2% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,549
shares
|
$400,175
0.05% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
4,544
shares
|
$399,735
0.0% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,524
shares
|
$397,976
0.34% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,520
shares
|
$397,624
0.04% of portfolio
|
Q4 2024
Reduced 81.14%
|