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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
749
shares
|
$66,556
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
701
shares
|
$62,290
0.0% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
700
shares
|
$62,202
0.03% of portfolio
|
Q1 2023
Reduced 17.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
684
shares
|
$60,780
0.0% of portfolio
|
Q3 2024
Reduced 84.73%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
666
shares
|
$59,180
0.04% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
666
shares
|
$59,180
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
650
shares
|
$57,759
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
650
shares
|
$57,759
0.01% of portfolio
|
Q3 2023
Reduced 43.48%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
639
shares
|
$56,781
0.03% of portfolio
|
Q3 2024
Reduced 84.52%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
618
shares
|
$54,915
0.0% of portfolio
|
Q2 2020
Added 5.46%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
593
shares
|
$52,693
0.01% of portfolio
|
Q2 2024
Added 30.33%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
582
shares
|
$51,716
0.01% of portfolio
|
Q4 2019
Reduced 98.2%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
576
shares
|
$51,183
0.01% of portfolio
|
Q4 2024
Reduced 25.87%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
572
shares
|
$50,827
0.03% of portfolio
|
Q1 2022
Added 14.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
552
shares
|
$49,050
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
550
shares
|
$48,873
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
535
shares
|
$47,540
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
528
shares
|
$46,918
0.01% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
524
shares
|
$46,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
518
shares
|
$46,029
0.0% of portfolio
|
Q3 2024
Added 564.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
515
shares
|
$45,762
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
501
shares
|
$44,518
0.0% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
500
shares
|
$44,430
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$44,430
0.02% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
473
shares
|
$42,030
0.0% of portfolio
|
Q4 2024
Reduced 19.42%
|