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 832 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 $9.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,356
shares
|
$368,953
0.0% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
4,275
shares
|
$362,092
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Ameraudi Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
4,218
shares
|
$357,264
0.2% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,176
shares
|
$353,707
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,172
shares
|
$353,368
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
|
$352,097
0.05% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
4,156
shares
|
$352,013
0.01% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
4,150
shares
|
$351,505
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
4,130
shares
|
$349,811
0.05% of portfolio
|
Q1 2025
Reduced 7.61%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
4,129
shares
|
$349,726
0.02% of portfolio
|
Q2 2025
Added 60.91%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,118
shares
|
$348,794
0.15% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,090
shares
|
$346,423
0.22% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
4,084
shares
|
$345,914
0.0% of portfolio
|
Q1 2025
Added 284.56%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
4,084
shares
|
$345,914
0.06% of portfolio
|
Q2 2025
Added 33.6%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,071
shares
|
$344,813
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,045
shares
|
$342,611
0.01% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,006
shares
|
$339,308
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
4,000
shares
|
$338,800
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,982
shares
|
$337,275
0.02% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
3,972
shares
|
$336,428
0.14% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,957
shares
|
$335,157
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,900
shares
|
$330,330
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,900
shares
|
$330,330
0.06% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$326,857
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,853
shares
|
$326,349
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|