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 912 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $9.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
19,965
shares
|
$1.83 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
19,920
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
19,701
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
19,685
shares
|
$1.81 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
19,499
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 70.8%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
19,456
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 35.69%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
19,259
shares
|
$1.77 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
19,154
shares
|
$1.76 Million
0.99% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,048
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
18,657
shares
|
$1.71 Million
0.27% of portfolio
|
Q4 2022
Added 82.43%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
18,349
shares
|
$1.68 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
18,347
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 175.11%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,297
shares
|
$1.68 Million
1.79% of portfolio
|
Q3 2022
Reduced 37.57%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,192
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Added 96.59%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
18,160
shares
|
$1.67 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
18,085
shares
|
$1.66 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,061
shares
|
$1.66 Million
0.13% of portfolio
|
Q1 2024
Reduced 21.69%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
18,055
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
18,015
shares
|
$1.65 Million
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
17,904
shares
|
$1.64 Million
0.64% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
17,750
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
17,706
shares
|
$1.62 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
17,589
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
17,414
shares
|
$1.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 73.12%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
17,287
shares
|
$1.59 Million
0.25% of portfolio
|
Q4 2024
Added 4.64%
|