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 920 institutions that hold shares in the stock, with a total of 99.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.26 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
31,853
shares
|
$2.95 Million
0.14% of portfolio
|
Q1 2024
Added 37.24%
|
|
Sol Capital Management CO
|
Apr 24, 2024 Q1 2024 |
31,766
shares
|
$2.95 Million
0.38% of portfolio
|
Q1 2024
Added 31.29%
|
|
Wellington Management Group LLP
Boston, MA |
May 15, 2024 Q1 2024 |
31,512
shares
|
$2.92 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2024 Q1 2024 |
31,300
shares
|
$2.9 Million
1.8% of portfolio
|
Q4 2022
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
31,287
shares
|
$2.9 Million
0.01% of portfolio
|
Q3 2023
Reduced 23.75%
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
31,002
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2022
Reduced 93.19%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
30,578
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2024
Added 2.69%
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 16, 2024 Q1 2024 |
30,554
shares
|
$2.83 Million
0.75% of portfolio
|
Q1 2024
New holding
|
|
Brown University
|
May 09, 2024 Q1 2024 |
30,000
shares
|
$2.78 Million
1.22% of portfolio
|
Q1 2024
New holding
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
29,667
shares
|
$2.75 Million
0.24% of portfolio
|
Q1 2024
Reduced 1.62%
|
|
Evolution Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
29,484
shares
|
$2.73 Million
0.54% of portfolio
|
Q1 2024
Added 4.25%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
29,469
shares
|
$2.73 Million
0.02% of portfolio
|
Q1 2024
Added 44.78%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
29,320
shares
|
$2.72 Million
0.01% of portfolio
|
Q1 2024
Added 15.16%
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2024 Q1 2024 |
28,711
shares
|
$2.66 Million
0.44% of portfolio
|
Q4 2023
New holding
|
|
Rpg Investment Advisory, LLC
|
May 07, 2024 Q1 2024 |
27,199
shares
|
$2.52 Million
0.39% of portfolio
|
Q1 2024
Added 13.19%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
27,066
shares
|
$2.51 Million
0.05% of portfolio
|
Q3 2023
Reduced 1.03%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
26,586
shares
|
$2.46 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
Pettinga Financial Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
26,440
shares
|
$2.45 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Telos Capital Management, Inc.
|
Apr 24, 2024 Q1 2024 |
26,285
shares
|
$2.44 Million
0.29% of portfolio
|
Q1 2024
Added 1.62%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
26,202
shares
|
$2.43 Million
0.0% of portfolio
|
Q1 2024
Added 6.8%
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
25,974
shares
|
$2.41 Million
0.37% of portfolio
|
Q1 2024
New holding
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
25,422
shares
|
$2.36 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Apr 25, 2024 Q1 2024 |
25,257
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Masso Torrence Wealth Management Inc.
|
Apr 23, 2024 Q1 2024 |
25,223
shares
|
$2.34 Million
1.48% of portfolio
|
Q1 2024
New holding
|
|
Asb Consultores, LLC
Aventura, FL |
May 14, 2024 Q1 2024 |
25,209
shares
|
$2.34 Million
0.62% of portfolio
|
Q1 2024
Added 53.32%
|