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 |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
23,639
shares
|
$2.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
23,597
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
23,460
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 90.67%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
23,431
shares
|
$2.15 Million
0.32% of portfolio
|
Q4 2024
Added 15.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,369
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
22,764
shares
|
$2.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 69.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
22,744
shares
|
$2.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.05%
|
|
|
Financial Advantage, Inc.
|
Nov 07, 2023 Q3 2023 |
22,737
shares
|
$2.08 Million
2.55% of portfolio
|
Q3 2023
Reduced 38.82%
|
|
|
Arlington Financial Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
22,504
shares
|
$2.06 Million
0.47% of portfolio
|
Q4 2024
Reduced 48.53%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
22,077
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2023
Reduced 5.04%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
21,918
shares
|
$2.01 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
21,902
shares
|
$2.01 Million
1.0% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
21,895
shares
|
$2.01 Million
0.15% of portfolio
|
Q4 2024
Reduced 15.55%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
21,766
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
21,654
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
21,610
shares
|
$1.98 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
21,149
shares
|
$1.94 Million
0.05% of portfolio
|
Q1 2023
Reduced 3.71%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
21,100
shares
|
$1.93 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
20,865
shares
|
$1.91 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
20,830
shares
|
$1.91 Million
0.31% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
20,667
shares
|
$1.9 Million
0.0% of portfolio
|
Q4 2024
Added 165.81%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
20,436
shares
|
$1.87 Million
0.03% of portfolio
|
Q4 2024
Reduced 22.72%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
20,094
shares
|
$1.84 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
20,063
shares
|
$1.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 77.91%
|
|
|
Crown Advisors Management, Inc.
Larkspur, CA |
Feb 10, 2025 Q4 2024 |
20,000
shares
|
$1.83 Million
1.16% of portfolio
|
Q4 2023
Reduced 50.0%
|