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 |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
8,834
shares
|
$810,077
0.65% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
8,812
shares
|
$808,060
0.48% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
|
Carlson Capital L P
Dallas, TX |
Feb 04, 2025 Q4 2024 |
8,600
shares
|
$788,620
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
8,540
shares
|
$783,118
0.52% of portfolio
|
Q4 2024
Reduced 5.15%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,492
shares
|
$778,716
0.01% of portfolio
|
Q3 2024
Reduced 15.01%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,457
shares
|
$775,506
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
8,268
shares
|
$758,175
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
8,200
shares
|
$751,940
0.01% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
8,173
shares
|
$749,464
0.08% of portfolio
|
Q2 2024
Reduced 40.23%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,111
shares
|
$743,778
0.1% of portfolio
|
Q4 2024
Reduced 77.45%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
8,100
shares
|
$742,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
8,022
shares
|
$735,617
0.07% of portfolio
|
Q4 2024
Reduced 65.31%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
7,923
shares
|
$726,539
0.0% of portfolio
|
Q4 2024
Added 48.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,768
shares
|
$712,325
0.01% of portfolio
|
Q4 2024
Reduced 12.02%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
7,752
shares
|
$710,858
0.51% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
7,645
shares
|
$701,046
0.25% of portfolio
|
Q4 2024
Reduced 16.13%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
7,565
shares
|
$693,710
0.06% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Northstar Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
7,300
shares
|
$669,410
0.16% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,264
shares
|
$666,108
0.0% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
7,249
shares
|
$664,733
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
7,248
shares
|
$664,641
0.03% of portfolio
|
Q4 2024
Added 224.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
7,228
shares
|
$662,807
0.01% of portfolio
|
Q4 2024
Reduced 22.8%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
7,225
shares
|
$662,532
0.03% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,155
shares
|
$656,113
0.0% of portfolio
|
Q4 2024
Added 715400.0%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,154
shares
|
$656,021
0.0% of portfolio
|
Q4 2024
Added 5.67%
|