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 795 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $9.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
108
shares
|
$9,226
0.0% of portfolio
|
Q2 2025
Reduced 28.48%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
100
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,543
0.01% of portfolio
|
Q2 2023
Reduced 16.67%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
100
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
Added 36.99%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
100
shares
|
$8,543
0.0% of portfolio
|
Q2 2025
New holding
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
100
shares
|
$8,543
0.0% of portfolio
|
Q3 2022
New holding
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
94
shares
|
$8,030
0.0% of portfolio
|
Q4 2021
Reduced 38.96%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
94
shares
|
$8,030
0.0% of portfolio
|
Q2 2024
Reduced 27.69%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
91
shares
|
$7,774
0.0% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
90
shares
|
$7,688
0.0% of portfolio
|
Q1 2022
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
88
shares
|
$7,517
0.0% of portfolio
|
Q1 2025
Reduced 56.44%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
82
shares
|
$7,005
0.0% of portfolio
|
Q1 2024
Added 164.52%
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
82
shares
|
$7,005
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
72
shares
|
$6,150
0.0% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
70
shares
|
$5,980
0.0% of portfolio
|
Q2 2025
Reduced 94.06%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
66
shares
|
$5,638
0.0% of portfolio
|
Q4 2018
New holding
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
60
shares
|
$5,125
0.0% of portfolio
|
Q4 2024
New holding
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q2 2025
Added 38.89%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q4 2023
Reduced 50.5%
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
50
shares
|
$4,271
0.0% of portfolio
|
Q4 2022
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
50
shares
|
$4,271
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|