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 |
|---|---|---|---|---|---|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
21,673
shares
|
$1.84 Million
0.87% of portfolio
|
Q1 2025
Added 50.89%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
21,498
shares
|
$1.82 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
21,149
shares
|
$1.79 Million
0.05% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
21,086
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
21,074
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 52.0%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
20,954
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 203.99%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
20,929
shares
|
$1.77 Million
0.0% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
20,885
shares
|
$1.77 Million
0.28% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
20,662
shares
|
$1.75 Million
0.71% of portfolio
|
Q1 2025
Reduced 69.25%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
20,350
shares
|
$1.72 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
20,013
shares
|
$1.7 Million
0.5% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
May 12, 2025 Q1 2025 |
20,000
shares
|
$1.69 Million
1.43% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,962
shares
|
$1.69 Million
0.12% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
19,802
shares
|
$1.68 Million
0.65% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
19,739
shares
|
$1.67 Million
0.02% of portfolio
|
Q1 2025
Added 35.93%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,701
shares
|
$1.67 Million
0.26% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
19,459
shares
|
$1.65 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,300
shares
|
$1.63 Million
1.31% of portfolio
|
Q1 2025
Reduced 38.34%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
19,106
shares
|
$1.62 Million
0.39% of portfolio
|
Q1 2025
Added 75.41%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
18,894
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 77.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
18,657
shares
|
$1.58 Million
0.27% of portfolio
|
Q4 2022
Added 82.43%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,605
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
18,554
shares
|
$1.57 Million
0.91% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,297
shares
|
$1.55 Million
1.79% of portfolio
|
Q3 2022
Reduced 37.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
18,243
shares
|
$1.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.57%
|