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 |
|---|---|---|---|---|---|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,106
shares
|
$2.32 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
25,928
shares
|
$2.3 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
Continental Advisors LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,700
shares
|
$2.28 Million
1.23% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
25,608
shares
|
$2.28 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
25,460
shares
|
$2.26 Million
0.61% of portfolio
|
Q3 2024
Added 20.15%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Jan 14, 2025 Q4 2024 |
25,418
shares
|
$2.26 Million
0.03% of portfolio
|
Q4 2024
Reduced 75.55%
|
|
|
Fore Capital, LLC
|
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$2.22 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,734
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
24,704
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
24,648
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
24,554
shares
|
$2.18 Million
0.88% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
24,146
shares
|
$2.15 Million
0.34% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
23,873
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
23,637
shares
|
$2.1 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
23,489
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
23,460
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Reduced 90.67%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
23,123
shares
|
$2.05 Million
0.26% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
23,105
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
22,788
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
22,737
shares
|
$2.02 Million
2.55% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
22,606
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
22,322
shares
|
$1.98 Million
0.67% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,154
shares
|
$1.97 Million
0.02% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
22,077
shares
|
$1.96 Million
0.07% of portfolio
|
Q1 2023
Reduced 5.04%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
21,800
shares
|
$1.94 Million
0.35% of portfolio
|
Q3 2024
Added 3.81%
|