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 872 institutions that hold shares in the stock, with a total of 122 Million shares, which have been reported (via 13F filing form) to have a value of $13.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgl Partners, LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
6,403
shares
|
$730,006
0.28% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,401
shares
|
$729,778
0.24% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
6,317
shares
|
$720,201
0.04% of portfolio
|
Q4 2025
Reduced 47.68%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
6,262
shares
|
$713,930
0.02% of portfolio
|
Q3 2025
Reduced 46.76%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,221
shares
|
$709,256
0.0% of portfolio
|
Q2 2023
Reduced 49.82%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
6,200
shares
|
$706,862
0.12% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
6,196
shares
|
$706,405
0.01% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
6,161
shares
|
$702,415
0.05% of portfolio
|
Q3 2025
Reduced 15.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,133
shares
|
$699,223
0.01% of portfolio
|
Q2 2025
Reduced 49.36%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jan 21, 2026 Q4 2025 |
6,112
shares
|
$696,829
0.44% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
6,111
shares
|
$696,715
0.45% of portfolio
|
Q3 2025
Reduced 26.91%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
6,107
shares
|
$696,259
0.01% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Myriad Asset Management Us LP
|
Jan 20, 2026 Q4 2025 |
6,045
shares
|
$689,190
1.25% of portfolio
|
Q4 2025
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
6,020
shares
|
$686,340
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
5,826
shares
|
$664,222
0.04% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
5,813
shares
|
$662,740
0.01% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
5,807
shares
|
$662,056
0.31% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
5,799
shares
|
$661,143
0.06% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,784
shares
|
$659,433
0.66% of portfolio
|
Q3 2023
Reduced 2.66%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
5,707
shares
|
$650,655
0.28% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
5,693
shares
|
$649,058
0.05% of portfolio
|
Q1 2025
Reduced 57.35%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,692
shares
|
$648,944
0.01% of portfolio
|
Q3 2025
Reduced 32.97%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,657
shares
|
$644,954
0.16% of portfolio
|
Q3 2025
Reduced 17.5%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
5,505
shares
|
$627,625
0.0% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,465
shares
|
$623,064
0.04% of portfolio
|
Q2 2024
Reduced 1.8%
|
|