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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
32
shares
|
$2,710
0.0% of portfolio
|
Q2 2023
Reduced 82.42%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
29
shares
|
$2,456
0.0% of portfolio
|
Q1 2025
Reduced 79.29%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
26
shares
|
$2,202
0.0% of portfolio
|
Q2 2023
Reduced 48.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
25
shares
|
$2,117
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
25
shares
|
$2,117
0.0% of portfolio
|
Q1 2025
Reduced 96.86%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
22
shares
|
$1,863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,694
0.0% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
16
shares
|
$1,355
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
15
shares
|
$1,270
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$1,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
14
shares
|
$1,185
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
12
shares
|
$1,016
0.0% of portfolio
|
Q4 2023
Reduced 97.98%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11
shares
|
$931
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
11
shares
|
$931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$847
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
10
shares
|
$847
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
8
shares
|
$677
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
8
shares
|
$677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
7
shares
|
$592
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6
shares
|
$508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
6
shares
|
$508
0.0% of portfolio
|
Q4 2024
Reduced 91.3%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
6
shares
|
$508
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
5
shares
|
$423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
5
shares
|
$423
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4
shares
|
$338
0.0% of portfolio
|
Q1 2025
New holding
|