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 927 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 $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
552
shares
|
$50,772
0.0% of portfolio
|
Q3 2024
Reduced 10.97%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
550
shares
|
$50,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
535
shares
|
$49,209
0.02% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
528
shares
|
$48,565
0.01% of portfolio
|
Q3 2024
Reduced 21.66%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
524
shares
|
$48,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
518
shares
|
$47,645
0.0% of portfolio
|
Q3 2024
Added 564.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
515
shares
|
$47,369
0.0% of portfolio
|
Q2 2024
Added 4.46%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
501
shares
|
$46,081
0.0% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
500
shares
|
$45,990
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$45,990
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$45,990
0.02% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
449
shares
|
$41,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
435
shares
|
$40,011
0.01% of portfolio
|
Q4 2023
Added 7.41%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
420
shares
|
$38,631
0.01% of portfolio
|
Q2 2024
Reduced 26.32%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
400
shares
|
$36,792
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
400
shares
|
$36,792
0.01% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
400
shares
|
$36,792
0.0% of portfolio
|
Q3 2024
Reduced 83.34%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
400
shares
|
$36,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
395
shares
|
$36,332
0.02% of portfolio
|
Q3 2024
Added 101.53%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
391
shares
|
$35,964
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
352
shares
|
$32,376
0.03% of portfolio
|
Q1 2020
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
350
shares
|
$32,193
0.0% of portfolio
|
Q1 2024
Reduced 57.37%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$31,733
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
335
shares
|
$30,813
0.01% of portfolio
|
Q3 2024
Reduced 39.64%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
334
shares
|
$30,721
0.0% of portfolio
|
Q3 2024
Reduced 1.76%
|