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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,664
shares
|
$335,988
0.03% of portfolio
|
Q4 2024
Reduced 33.64%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
3,663
shares
|
$335,897
0.32% of portfolio
|
Q4 2024
Reduced 27.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
3,641
shares
|
$333,879
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
3,640
shares
|
$333,788
0.01% of portfolio
|
Q4 2024
Added 51.67%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
3,605
shares
|
$330,578
0.14% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,579
shares
|
$328,194
0.05% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
3,553
shares
|
$325,810
0.0% of portfolio
|
Q4 2024
Added 73.74%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
3,550
shares
|
$325,535
0.08% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,532
shares
|
$323,884
0.04% of portfolio
|
Q4 2024
Added 25.83%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,508
shares
|
$321,683
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,503
shares
|
$321,225
0.0% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,499
shares
|
$320,858
0.05% of portfolio
|
Q4 2024
Reduced 10.28%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
3,477
shares
|
$318,840
0.06% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
3,435
shares
|
$314,989
0.03% of portfolio
|
Q3 2024
Reduced 47.76%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,414
shares
|
$313,063
0.01% of portfolio
|
Q3 2024
Added 27.96%
|
|
|
Pinz Capital Management, LP
New York, NY |
Nov 15, 2022 Q3 2022 |
3,400
shares
|
$311,780
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
3,381
shares
|
$310,037
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,335
shares
|
$305,819
0.08% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
3,324
shares
|
$304,810
0.01% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
3,312
shares
|
$303,710
0.09% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
3,295
shares
|
$302,151
0.07% of portfolio
|
Q4 2023
Reduced 1.05%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
3,288
shares
|
$301,509
0.01% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
3,278
shares
|
$300,592
0.0% of portfolio
|
Q4 2024
Reduced 84.68%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,270
shares
|
$299,859
0.14% of portfolio
|
Q3 2023
Added 1234.69%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,259
shares
|
$298,850
0.04% of portfolio
|
Q1 2023
Reduced 19.71%
|