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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,462
shares
|
$622,722
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
5,441
shares
|
$620,328
0.73% of portfolio
|
Q3 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,415
shares
|
$617,364
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Byrne Asset Management LLC
|
Jan 12, 2026 Q4 2025 |
5,399
shares
|
$615,539
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
5,395
shares
|
$615,083
0.3% of portfolio
|
Q4 2025
Reduced 6.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
5,379
shares
|
$613,259
0.0% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
5,377
shares
|
$613,031
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
5,349
shares
|
$609,839
0.03% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
5,310
shares
|
$605,393
0.01% of portfolio
|
Q3 2025
Added 37.81%
|
|
|
Sender CO & Partners, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,267
shares
|
$600,490
0.18% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,240
shares
|
$597,412
0.08% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,226
shares
|
$595,816
0.04% of portfolio
|
Q4 2022
Reduced 27.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
5,180
shares
|
$590,571
0.01% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,167
shares
|
$589,089
0.01% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,144
shares
|
$586,467
0.01% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
5,110
shares
|
$582,591
0.17% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
5,100
shares
|
$581,451
0.11% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
5,042
shares
|
$574,838
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
5,039
shares
|
$574,496
0.0% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
5,035
shares
|
$574,040
0.1% of portfolio
|
Q2 2025
Reduced 58.98%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$570,050
0.0% of portfolio
|
Q4 2024
Reduced 9.09%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
5,000
shares
|
$570,050
0.36% of portfolio
|
Q4 2025
Added 5.82%
|
|
|
Knott David M Jr
Syosset, NY |
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$570,050
0.28% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,944
shares
|
$563,665
0.04% of portfolio
|
Q2 2023
Reduced 23.28%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Nov 12, 2025 Q3 2025 |
4,937
shares
|
$562,867
0.4% of portfolio
|
Q3 2025
Added 0.02%
|
|