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 841 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $9.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
310
shares
|
$26,257
0.01% of portfolio
|
Q1 2025
Added 3000.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
302
shares
|
$25,579
0.01% of portfolio
|
Q1 2025
Reduced 59.68%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$25,410
0.01% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
300
shares
|
$25,410
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
297
shares
|
$25,155
0.0% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
275
shares
|
$23,292
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
275
shares
|
$23,292
0.0% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
253
shares
|
$21,429
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
250
shares
|
$21,175
0.01% of portfolio
|
Q1 2024
Added 117.39%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
245
shares
|
$20,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
245
shares
|
$20,751
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
244
shares
|
$20,666
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$20,328
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
240
shares
|
$20,328
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
236
shares
|
$19,989
0.0% of portfolio
|
Q2 2022
Reduced 37.4%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
225
shares
|
$19,057
0.01% of portfolio
|
Q1 2025
Added 73.08%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
221
shares
|
$18,718
0.0% of portfolio
|
Q2 2025
Added 952.38%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
220
shares
|
$18,634
0.01% of portfolio
|
Q1 2025
Reduced 86.45%
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
205
shares
|
$17,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
200
shares
|
$16,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
200
shares
|
$16,940
0.01% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
200
shares
|
$16,940
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$16,940
0.03% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$16,940
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
180
shares
|
$15,246
0.0% of portfolio
|
Q3 2024
New holding
|