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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
2,892
shares
|
$244,952
0.06% of portfolio
|
Q1 2025
Reduced 36.86%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
2,862
shares
|
$242,411
0.22% of portfolio
|
Q1 2025
Reduced 70.41%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
2,862
shares
|
$242,411
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,834
shares
|
$240,039
0.02% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
2,824
shares
|
$239,192
0.02% of portfolio
|
Q3 2023
Added 13.46%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
2,818
shares
|
$238,684
0.13% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
2,805
shares
|
$237,583
0.56% of portfolio
|
Q1 2022
Reduced 49.05%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
2,800
shares
|
$237,160
0.01% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,796
shares
|
$236,821
0.0% of portfolio
|
Q4 2022
Reduced 30.31%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
2,789
shares
|
$236,228
0.12% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
2,784
shares
|
$235,804
0.01% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
2,760
shares
|
$233,772
0.02% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
2,755
shares
|
$233,348
0.01% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
2,751
shares
|
$233,009
0.06% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,750
shares
|
$232,925
0.01% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
2,733
shares
|
$231,485
0.06% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
2,700
shares
|
$228,690
0.06% of portfolio
|
Q1 2024
Reduced 10.54%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
2,690
shares
|
$227,843
0.01% of portfolio
|
Q1 2025
Reduced 53.77%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,685
shares
|
$227,419
0.01% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
2,677
shares
|
$226,741
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
2,672
shares
|
$226,318
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
2,672
shares
|
$226,318
0.06% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
2,666
shares
|
$225,810
0.13% of portfolio
|
Q1 2024
Added 3.49%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
2,654
shares
|
$224,793
0.05% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
2,640
shares
|
$223,608
0.02% of portfolio
|
Q2 2025
Reduced 24.68%
|