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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
657
shares
|
$54,498
0.0% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
650
shares
|
$53,917
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
650
shares
|
$53,917
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
635
shares
|
$52,673
0.01% of portfolio
|
Q1 2025
Added 45.98%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
618
shares
|
$51,263
0.0% of portfolio
|
Q2 2020
Added 5.46%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
600
shares
|
$49,770
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
588
shares
|
$48,774
0.02% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
576
shares
|
$47,779
0.01% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
572
shares
|
$47,447
0.03% of portfolio
|
Q1 2022
Added 14.4%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
535
shares
|
$44,378
0.01% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
535
shares
|
$44,378
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
519
shares
|
$43,051
0.0% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
500
shares
|
$41,475
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$41,475
0.02% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
498
shares
|
$41,309
0.01% of portfolio
|
Q1 2025
Reduced 16.02%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
490
shares
|
$40,645
0.0% of portfolio
|
Q1 2025
Reduced 23.44%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
May 06, 2025 Q1 2025 |
487
shares
|
$40,396
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
475
shares
|
$39,401
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
460
shares
|
$38,157
0.0% of portfolio
|
Q1 2025
Reduced 43.42%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
452
shares
|
$37,493
0.0% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
400
shares
|
$33,180
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
377
shares
|
$31,272
0.0% of portfolio
|
Q1 2025
Reduced 47.49%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
369
shares
|
$30,608
0.0% of portfolio
|
Q1 2025
Added 26.8%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
360
shares
|
$29,862
0.0% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
352
shares
|
$29,198
0.02% of portfolio
|
Q1 2020
New holding
|