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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
34,905
shares
|
$2.96 Million
0.04% of portfolio
|
Q1 2025
Added 28.68%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
34,016
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Reduced 57.39%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
33,437
shares
|
$2.83 Million
1.57% of portfolio
|
Q1 2025
Added 23.76%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
33,244
shares
|
$2.82 Million
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Millrace Asset Group, Inc.
|
Nov 13, 2024 Q3 2024 |
32,847
shares
|
$2.78 Million
3.3% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
32,357
shares
|
$2.74 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
31,796
shares
|
$2.69 Million
2.01% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
31,574
shares
|
$2.67 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,287
shares
|
$2.65 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.75%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,002
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2022
Reduced 93.19%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
30,984
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
30,042
shares
|
$2.54 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
29,875
shares
|
$2.53 Million
0.86% of portfolio
|
Q1 2025
Added 3.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
29,496
shares
|
$2.5 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
29,384
shares
|
$2.49 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,711
shares
|
$2.43 Million
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
28,660
shares
|
$2.43 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
27,922
shares
|
$2.36 Million
0.41% of portfolio
|
Q1 2025
Added 61.52%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
27,286
shares
|
$2.31 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
27,186
shares
|
$2.3 Million
0.6% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
26,850
shares
|
$2.27 Million
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
26,819
shares
|
$2.27 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
26,626
shares
|
$2.26 Million
0.33% of portfolio
|
Q1 2025
Added 13.64%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
26,242
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 50.74%
|
|
|
Continental Advisors LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
26,200
shares
|
$2.22 Million
1.19% of portfolio
|
Q4 2024
Added 1.95%
|