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 |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
200
shares
|
$16,590
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
200
shares
|
$16,590
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
200
shares
|
$16,590
0.03% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
200
shares
|
$16,590
0.01% of portfolio
|
Q3 2021
Added 300.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
200
shares
|
$16,590
0.01% of portfolio
|
Q1 2022
Reduced 42.86%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
180
shares
|
$14,931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
175
shares
|
$14,516
0.0% of portfolio
|
Q4 2022
Added 16.67%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
165
shares
|
$13,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
151
shares
|
$12,525
0.0% of portfolio
|
Q1 2025
Reduced 80.42%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
151
shares
|
$12,525
0.0% of portfolio
|
Q1 2025
Reduced 22.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
150
shares
|
$12,442
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
150
shares
|
$12,442
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
135
shares
|
$11,198
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
130
shares
|
$10,783
0.0% of portfolio
|
Q1 2023
Reduced 60.61%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
120
shares
|
$9,954
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
120
shares
|
$9,954
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
117
shares
|
$9,705
0.0% of portfolio
|
Q1 2025
Reduced 49.35%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
115
shares
|
$9,539
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
114
shares
|
$9,456
0.0% of portfolio
|
Q4 2023
Reduced 32.14%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
100
shares
|
$8,295
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
100
shares
|
$8,295
0.01% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$8,295
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$8,295
0.0% of portfolio
|
Q1 2025
Reduced 46.24%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
98
shares
|
$8,129
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
95
shares
|
$7,880
0.0% of portfolio
|
Q1 2025
Reduced 98.54%
|