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 918 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $9.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
400
shares
|
$37,272
0.0% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
400
shares
|
$37,272
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
400
shares
|
$37,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
395
shares
|
$36,806
0.02% of portfolio
|
Q3 2024
Added 101.53%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
391
shares
|
$36,433
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
385
shares
|
$35,874
0.0% of portfolio
|
Q4 2024
Added 393.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
352
shares
|
$32,799
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
350
shares
|
$32,613
0.0% of portfolio
|
Q1 2024
Reduced 57.37%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$32,147
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
335
shares
|
$31,215
0.01% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
334
shares
|
$31,122
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
332
shares
|
$30,935
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
319
shares
|
$29,724
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
317
shares
|
$29,538
0.03% of portfolio
|
Q4 2023
Added 26.8%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
302
shares
|
$28,140
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
275
shares
|
$25,624
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
275
shares
|
$25,624
0.0% of portfolio
|
Q3 2024
Reduced 40.6%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
270
shares
|
$25,158
0.02% of portfolio
|
Q4 2024
Reduced 92.74%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
253
shares
|
$23,574
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
252
shares
|
$23,481
0.0% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
250
shares
|
$23,295
0.01% of portfolio
|
Q1 2024
Added 117.39%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
245
shares
|
$22,829
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
244
shares
|
$22,735
0.01% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
240
shares
|
$22,363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
236
shares
|
$21,990
0.0% of portfolio
|
Q2 2022
Reduced 37.4%
|