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 846 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 $9.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,368
shares
|
$362,325
0.12% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,360
shares
|
$361,662
0.11% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
4,359
shares
|
$361,579
0.03% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,356
shares
|
$361,330
0.0% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
4,314
shares
|
$357,846
0.06% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,275
shares
|
$354,611
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
4,229
shares
|
$350,795
0.02% of portfolio
|
Q1 2025
Reduced 25.7%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
4,218
shares
|
$349,883
0.2% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,172
shares
|
$346,067
0.01% of portfolio
|
Q1 2025
Reduced 46.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
4,157
shares
|
$344,823
0.05% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,156
shares
|
$344,740
0.01% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
4,150
shares
|
$344,242
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,130
shares
|
$342,583
0.05% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,118
shares
|
$341,588
0.15% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
4,093
shares
|
$339,514
0.06% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,090
shares
|
$339,265
0.22% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
4,084
shares
|
$338,767
0.0% of portfolio
|
Q1 2025
Added 284.56%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,071
shares
|
$337,689
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,045
shares
|
$335,532
0.01% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,037
shares
|
$334,869
0.03% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,006
shares
|
$332,297
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
4,000
shares
|
$331,800
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,982
shares
|
$330,306
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
3,972
shares
|
$329,477
0.14% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
3,971
shares
|
$329,394
0.27% of portfolio
|
Q1 2025
Added 2.06%
|