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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
3,910
shares
|
$347,442
0.05% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$346,554
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,900
shares
|
$346,554
0.07% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,900
shares
|
$346,554
0.07% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
3,891
shares
|
$345,754
0.32% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$342,910
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,853
shares
|
$342,377
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,834
shares
|
$340,689
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
3,800
shares
|
$337,668
0.0% of portfolio
|
Q1 2024
Added 8.57%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,766
shares
|
$334,646
0.19% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,748
shares
|
$333,047
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
3,719
shares
|
$330,470
0.26% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
3,675
shares
|
$326,560
0.09% of portfolio
|
Q2 2024
Reduced 49.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,661
shares
|
$325,316
0.01% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,650
shares
|
$324,339
0.01% of portfolio
|
Q3 2024
Added 12.31%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,631
shares
|
$322,650
0.01% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,597
shares
|
$319,629
0.06% of portfolio
|
Q3 2024
Added 31.28%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,508
shares
|
$311,720
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$311,276
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,486
shares
|
$309,765
0.12% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
3,477
shares
|
$308,966
0.06% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
3,467
shares
|
$308,077
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
3,435
shares
|
$305,234
0.04% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,435
shares
|
$305,234
0.09% of portfolio
|
Q3 2024
Added 36.31%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,420
shares
|
$303,901
0.05% of portfolio
|
Q3 2024
Reduced 3.61%
|