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 |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
400
shares
|
$45,604
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
396
shares
|
$45,147
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
386
shares
|
$44,007
0.0% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
377
shares
|
$42,981
0.0% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
373
shares
|
$42,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
352
shares
|
$40,131
0.02% of portfolio
|
Q1 2020
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
345
shares
|
$39,333
0.02% of portfolio
|
Q2 2023
Reduced 25.0%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
334
shares
|
$38,079
0.0% of portfolio
|
Q4 2025
Reduced 0.6%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
317
shares
|
$36,141
0.03% of portfolio
|
Q4 2023
Added 26.8%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
310
shares
|
$35,343
0.01% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
302
shares
|
$34,431
0.01% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
300
shares
|
$34,203
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
297
shares
|
$33,860
0.0% of portfolio
|
Q1 2025
Added 46.31%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
295
shares
|
$33,632
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
280
shares
|
$31,922
0.0% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
275
shares
|
$31,352
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
257
shares
|
$29,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
253
shares
|
$28,844
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$28,502
0.01% of portfolio
|
Q3 2025
Reduced 59.87%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
247
shares
|
$28,160
0.02% of portfolio
|
Q2 2025
Added 2145.45%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
245
shares
|
$27,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
245
shares
|
$27,932
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
240
shares
|
$27,362
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
238
shares
|
$27,134
0.0% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
236
shares
|
$26,906
0.0% of portfolio
|
Q2 2022
Reduced 37.4%
|
|