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 |
|---|---|---|---|---|---|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
704
shares
|
$80,263
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
666
shares
|
$75,930
0.04% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
660
shares
|
$75,246
0.01% of portfolio
|
Q4 2019
Added 57.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
657
shares
|
$74,904
0.0% of portfolio
|
Q4 2024
Reduced 26.84%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
655
shares
|
$74,676
0.0% of portfolio
|
Q2 2025
Reduced 59.47%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
650
shares
|
$74,106
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mizuho Markets Cayman LP
|
Nov 19, 2025 Q3 2025 |
636
shares
|
$72,510
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
618
shares
|
$70,458
0.0% of portfolio
|
Q2 2020
Added 5.46%
|
|
|
Pier 88 Investment Partners LLC
San Francisco, CA |
Oct 31, 2025 Q3 2025 |
600
shares
|
$68,406
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
595
shares
|
$67,835
0.01% of portfolio
|
Q2 2025
Reduced 79.43%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
595
shares
|
$67,835
0.0% of portfolio
|
Q2 2025
Reduced 30.49%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
589
shares
|
$67,151
0.01% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
588
shares
|
$67,037
0.02% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
587
shares
|
$66,923
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
572
shares
|
$65,213
0.03% of portfolio
|
Q1 2022
Added 14.4%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
536
shares
|
$61,109
0.02% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
535
shares
|
$60,995
0.01% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
500
shares
|
$57,005
0.02% of portfolio
|
Q3 2023
Added 66.67%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
500
shares
|
$57,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
500
shares
|
$57,005
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
475
shares
|
$54,154
0.02% of portfolio
|
Q4 2025
Reduced 5.94%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
464
shares
|
$52,900
0.0% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
446
shares
|
$50,848
0.01% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
440
shares
|
$50,164
0.0% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
400
shares
|
$45,604
0.01% of portfolio
|
Q2 2022
New holding
|
|