Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of SPDR SER TR SPDR S&P BIOTECH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
636K+ 1042265.56% |
$64.5M - $72.7M
|
636K
$72.5M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
179K+ 142.84% |
$18.2M - $20.5M
|
305K
$34.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
144KNew |
$14.6M - $16.4M
|
144K
$16.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
62.7K+ 507.21% |
$6.36M - $7.17M
|
75.1K
$8.56M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
23.3KNew |
$2.36M - $2.67M
|
23.3K
$2.66M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
22.4K+ 525.37% |
$2.27M - $2.56M
|
26.7K
$3.04M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
22.3KNew |
$2.26M - $2.55M
|
22.3K
$2.54M
|
|
|
Jan 15, 2026
Q4 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
18.8KNew |
$1.91M - $2.15M
|
18.8K
$2.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
17.3K+ 13.81% |
$1.75M - $1.97M
|
142K
$16.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
13.8KNew |
$1.4M - $1.58M
|
13.8K
$1.57M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
13.7K+ 544.02% |
$1.38M - $1.56M
|
16.2K
$1.84M
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
13.5KNew |
$1.36M - $1.54M
|
13.5K
$1.53M
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
12.6K+ 24.09% |
$1.28M - $1.44M
|
64.9K
$7.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
12.5KNew |
$1.27M - $1.43M
|
12.5K
$1.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
10.5KNew |
$1.07M - $1.21M
|
10.5K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Myriad Asset Management Us LP
|
BUY
|
- |
6.05KNew |
$613K - $691K
|
6.05K
$689K
|
|
|
Jan 16, 2026
Q4 2025
|
Pictet North America Advisors Sa
|
BUY
|
- |
6.02KNew |
$610K - $689K
|
6.02K
$686K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
5.4KNew |
$547K - $618K
|
5.4K
$616K
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.04KNew |
$511K - $577K
|
5.04K
$575K
|
|
|
Jan 14, 2026
Q4 2025
|
Congress Park Capital LLC
|
BUY
|
- |
4.89KNew |
$496K - $559K
|
4.89K
$558K
|
|
|
Jan 21, 2026
Q4 2025
|
South Shore Capital Advisors
|
BUY
|
- |
4.5KNew |
$456K - $515K
|
4.5K
$513K
|
|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
4.02KNew |
$408K - $460K
|
4.02K
$458K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.88KNew |
$394K - $444K
|
3.88K
$443K
|
|
|
Jan 21, 2026
Q4 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
3.88KNew |
$394K - $444K
|
3.88K
$443K
|
|
|
Jan 16, 2026
Q4 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.53K+ 33.55% |
$357K - $403K
|
14K
$1.6M
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3KNew |
$304K - $343K
|
3K
$341K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.74KNew |
$278K - $314K
|
2.74K
$313K
|
|
|
Jan 15, 2026
Q4 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
2.49K+ 1.6% |
$252K - $284K
|
158K
$18M
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
2.32KNew |
$235K - $265K
|
2.32K
$264K
|
|
|
Jan 15, 2026
Q4 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
2.02KNew |
$205K - $231K
|
2.02K
$230K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.02KNew |
$205K - $231K
|
2.02K
$230K
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.99KNew |
$202K - $228K
|
1.99K
$227K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.88K+ 12.66% |
$191K - $216K
|
16.8K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
1.85KNew |
$187K - $212K
|
1.85K
$211K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 24.56% |
$187K - $212K
|
9.38K
$1.07M
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
1.85KNew |
$187K - $211K
|
1.85K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.82KNew |
$185K - $208K
|
1.82K
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.8KNew |
$182K - $205K
|
1.8K
$205K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.74KNew |
$176K - $198K
|
1.74K
$198K
|
|
|
Jan 23, 2026
Q4 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.72KNew |
$174K - $196K
|
1.72K
$196K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.7KNew |
$173K - $195K
|
1.7K
$194K
|
|
|
Jan 15, 2026
Q4 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
1.68KNew |
$171K - $193K
|
1.68K
$192K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
1.68KNew |
$170K - $192K
|
1.68K
$192K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.66KNew |
$168K - $190K
|
1.66K
$189K
|
|
|
Jan 20, 2026
Q4 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1.36KNew |
$138K - $155K
|
1.36K
$155K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 31.98% |
$120K - $136K
|
4.89K
$558K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.07KNew |
$108K - $122K
|
1.07K
$122K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.03K+ 14.07% |
$105K - $118K
|
8.38K
$956K
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.02K+ 30.8% |
$103K - $117K
|
4.33K
$493K
|
|
|
Jan 16, 2026
Q4 2025
|
West Branch Capital LLC
|
BUY
|
- |
1KNew |
$101K - $114K
|
1K
$114K
|
|