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 917 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
4,504
shares
|
$400,225
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 14, 2024 Q3 2024 |
4,479
shares
|
$398,003
0.2% of portfolio
|
Q3 2024
Reduced 32.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,450
shares
|
$395,427
0.03% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
4,421
shares
|
$392,850
0.19% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,390
shares
|
$390,095
0.02% of portfolio
|
Q1 2024
Added 86.41%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,360
shares
|
$387,429
0.13% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,359
shares
|
$387,340
0.21% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
4,359
shares
|
$387,340
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
4,281
shares
|
$380,409
0.04% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
4,246
shares
|
$377,299
0.19% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,238
shares
|
$376,588
0.06% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
4,221
shares
|
$375,078
0.15% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
4,216
shares
|
$374,633
0.17% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,215
shares
|
$374,544
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,203
shares
|
$373,478
0.02% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,157
shares
|
$369,391
0.07% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,130
shares
|
$366,991
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,120
shares
|
$366,103
0.0% of portfolio
|
Q3 2024
Reduced 63.58%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,090
shares
|
$363,437
0.31% of portfolio
|
Q3 2024
Reduced 29.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
4,045
shares
|
$359,438
0.01% of portfolio
|
Q3 2023
Added 0.2%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,006
shares
|
$355,973
0.1% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,002
shares
|
$355,617
0.0% of portfolio
|
Q3 2024
Added 74.68%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,971
shares
|
$352,863
0.01% of portfolio
|
Q2 2024
Added 26.22%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
3,962
shares
|
$352,063
0.01% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,943
shares
|
$350,374
0.14% of portfolio
|
Q3 2024
Reduced 7.07%
|