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 868 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridgewater Advisors Inc.
|
Jan 23, 2026 Q4 2025 |
3,958
shares
|
$451,251
0.03% of portfolio
|
Q3 2025
Reduced 6.56%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,900
shares
|
$444,639
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
3,900
shares
|
$444,639
0.07% of portfolio
|
Q3 2022
Reduced 23.0%
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
3,883
shares
|
$442,700
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
3,883
shares
|
$442,700
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
3,860
shares
|
$440,078
0.03% of portfolio
|
Q3 2025
Reduced 86.8%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,859
shares
|
$439,964
0.03% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,789
shares
|
$431,983
0.04% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
3,766
shares
|
$429,361
0.01% of portfolio
|
Q3 2025
Reduced 40.64%
|
|
|
Ameraudi Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,747
shares
|
$427,195
0.23% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
3,720
shares
|
$424,117
0.02% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,691
shares
|
$420,810
0.01% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
3,686
shares
|
$420,240
0.04% of portfolio
|
Q3 2025
Added 38.83%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,633
shares
|
$414,198
0.02% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
3,619
shares
|
$412,602
0.04% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
3,616
shares
|
$412,260
0.15% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
3,600
shares
|
$410,436
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,553
shares
|
$405,077
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,504
shares
|
$399,491
0.01% of portfolio
|
Q3 2025
Added 5.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$399,377
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
3,470
shares
|
$395,614
0.12% of portfolio
|
Q3 2025
Reduced 27.25%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,452
shares
|
$393,562
0.25% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
3,435
shares
|
$391,624
0.03% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
3,400
shares
|
$387,634
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,393
shares
|
$386,835
0.0% of portfolio
|
Q3 2025
New holding
|
|