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 920 institutions that hold shares in the stock, with a total of 99.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
2,635
shares
|
$240,733
0.07% of portfolio
|
Q1 2024
New holding
|
|
Black Diamond Wealth Management Inc.
|
May 13, 2024 Q1 2024 |
2,629
shares
|
$240,185
0.21% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
2,617
shares
|
$239,089
0.01% of portfolio
|
Q1 2024
Added 5.78%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
2,607
shares
|
$238,175
0.02% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
Paragon Private Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
2,591
shares
|
$236,713
0.15% of portfolio
|
Q4 2023
Reduced 15.77%
|
|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
2,577
shares
|
$235,434
0.03% of portfolio
|
Q1 2024
Added 11.22%
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
2,570
shares
|
$234,795
0.02% of portfolio
|
Q1 2024
New holding
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
2,565
shares
|
$234,338
0.02% of portfolio
|
Q1 2024
Reduced 24.67%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
2,564
shares
|
$234,247
0.01% of portfolio
|
Q1 2024
Added 13.2%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
2,555
shares
|
$233,424
0.01% of portfolio
|
Q4 2023
Reduced 19.93%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,555
shares
|
$233,424
0.1% of portfolio
|
Q1 2023
Reduced 2.85%
|
|
Motco
|
May 09, 2024 Q1 2024 |
2,555
shares
|
$233,424
0.03% of portfolio
|
Q1 2024
Reduced 35.32%
|
|
Montis Financial, LLC
|
Apr 16, 2024 Q1 2024 |
2,549
shares
|
$232,876
0.11% of portfolio
|
Q4 2023
New holding
|
|
Krs Capital Management, LLC
|
Apr 16, 2024 Q1 2024 |
2,538
shares
|
$231,871
0.19% of portfolio
|
Q1 2024
Added 0.99%
|
|
49 Wealth Management, LLC
Austin, TX |
May 07, 2024 Q1 2024 |
2,535
shares
|
$231,597
0.05% of portfolio
|
Q1 2024
Reduced 8.25%
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
2,523
shares
|
$230,501
0.01% of portfolio
|
Q1 2024
Reduced 3.81%
|
|
Ewg Elevate Inc.
|
Apr 09, 2024 Q1 2024 |
2,483
shares
|
$226,846
0.09% of portfolio
|
Q1 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
2,475
shares
|
$226,116
0.0% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
2,475
shares
|
$226,116
0.02% of portfolio
|
Q1 2024
Reduced 10.94%
|
|
Granite Bay Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
2,449
shares
|
$223,740
0.13% of portfolio
|
Q1 2024
Reduced 99.08%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
2,435
shares
|
$222,461
0.01% of portfolio
|
Q4 2023
New holding
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
2,413
shares
|
$220,451
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
2,397
shares
|
$218,989
0.02% of portfolio
|
Q1 2024
New holding
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 02, 2024 Q1 2024 |
2,392
shares
|
$218,533
0.09% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
Sound Stewardship, LLC
Overland Park, KS |
May 08, 2024 Q1 2024 |
2,377
shares
|
$217,162
0.14% of portfolio
|
Q1 2024
Reduced 8.75%
|