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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,787
shares
|
$438,967
0.03% of portfolio
|
Q4 2024
Added 48.2%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
4,781
shares
|
$438,417
0.04% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
4,662
shares
|
$427,505
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
4,645
shares
|
$425,946
0.25% of portfolio
|
Q4 2024
Reduced 20.53%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,601
shares
|
$421,911
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
4,591
shares
|
$420,994
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,588
shares
|
$420,719
0.01% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
4,524
shares
|
$414,850
0.34% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
4,520
shares
|
$414,484
0.04% of portfolio
|
Q4 2024
Reduced 81.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,510
shares
|
$413,567
0.01% of portfolio
|
Q4 2024
Added 23.56%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
4,500
shares
|
$412,650
0.45% of portfolio
|
Q4 2024
Added 87.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
4,482
shares
|
$410,999
0.02% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,470
shares
|
$409,899
0.07% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
4,408
shares
|
$404,213
0.0% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,393
shares
|
$402,838
0.13% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
4,390
shares
|
$402,563
0.02% of portfolio
|
Q1 2024
Added 86.41%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
4,390
shares
|
$402,563
0.22% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
4,371
shares
|
$400,820
0.02% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
4,360
shares
|
$399,812
0.11% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
4,359
shares
|
$399,720
0.04% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,359
shares
|
$399,720
0.21% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,322
shares
|
$396,327
0.02% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,317
shares
|
$395,868
0.01% of portfolio
|
Q4 2024
Added 67.98%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
4,275
shares
|
$392,017
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,238
shares
|
$388,624
0.06% of portfolio
|
Q4 2024
Added 9.65%
|