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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,957
shares
|
$328,233
0.01% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,900
shares
|
$323,505
0.06% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
3,900
shares
|
$323,505
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$320,104
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,853
shares
|
$319,606
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
3,810
shares
|
$316,039
0.0% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,767
shares
|
$312,472
0.02% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,748
shares
|
$310,896
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
3,745
shares
|
$310,647
0.18% of portfolio
|
Q1 2025
Reduced 19.38%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
3,716
shares
|
$308,242
0.14% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
3,661
shares
|
$303,679
0.14% of portfolio
|
Q1 2025
Reduced 8.73%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
3,650
shares
|
$302,767
0.0% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,600
shares
|
$298,620
0.0% of portfolio
|
Q1 2025
Reduced 93.63%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
3,587
shares
|
$297,541
0.04% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,575
shares
|
$296,546
0.08% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
3,572
shares
|
$296,297
0.04% of portfolio
|
Q1 2025
Reduced 40.19%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
3,538
shares
|
$293,477
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,532
shares
|
$292,979
0.04% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
3,508
shares
|
$290,988
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
3,505
shares
|
$290,739
0.02% of portfolio
|
Q1 2025
Reduced 98.62%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$290,573
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
3,460
shares
|
$287,007
0.01% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,447
shares
|
$285,928
0.03% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
3,435
shares
|
$284,933
0.03% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
3,400
shares
|
$282,030
0.49% of portfolio
|
Q3 2022
New holding
|