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SPDR S&P Biotech ETF (XBI) Institutional Ownership

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$89.98
+1.64 (+1.86%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Biotech ETF (NYSEARCA:XBI)

Number of
Institutional Buyers
(last 12 months)
400
Total
Institutional Inflows
(last 12 months)
$51.78B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$1.37B
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XBI Institutional Buying and Selling by Quarter

SPDR S&P Biotech ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024SPC Financial Inc.6,600$626K0.1%+139.0%0.009%
5/4/2024Geneos Wealth Management Inc.1,541$146K0.0%+10.4%0.002%
5/4/2024Essex LLC10,865$1.03M0.2%-9.4%0.014%
5/4/2024Csenge Advisory Group2,186$207K0.0%N/A0.003%
5/3/2024Rehmann Capital Advisory Group2,590$246K0.0%N/A0.003%
5/3/2024Easterly Investment Partners LLC18,061$1.71M0.1%-21.7%0.024%
5/3/2024Proficio Capital Partners LLC38,402$3.64M0.4%+43.8%0.050%
5/3/2024Whittier Trust Co. of Nevada Inc.145,382$13.80M0.4%+4.4%0.191%
5/3/2024Whittier Trust Co.287,671$27.30M0.4%+3.4%0.377%
5/2/2024Mutual Advisors LLC17,952$1.70M0.1%+8.4%0.024%
5/2/2024Blume Capital Management Inc.500$47K0.0%-50.0%0.001%
5/2/2024Financial Counselors Inc.3,048$289K0.0%N/A0.004%
5/2/2024Conservest Capital Advisors Inc.40,813$3.87M0.4%+4.7%0.054%
5/2/2024Graypoint LLC2,570$244K0.0%N/A0.003%
5/2/2024BW Gestao de Investimentos Ltda.110,000$10.44M0.3%N/A0.144%
5/2/2024 Family Firm Inc.6,545$621K0.2%-3.2%0.008%
5/2/2024 High Note Wealth LLC5,528$525K0.2%N/A0.007%
5/1/2024 Janney Montgomery Scott LLC94,950$9.01M0.0%+11.2%0.122%
5/1/2024 Alta Wealth Advisors LLC4,740$450K0.2%N/A0.006%
5/1/2024 Mirae Asset Global Investments Co. Ltd.29,320$2.78M0.0%+15.2%0.038%
5/1/2024 Concourse Financial Group Securities Inc.493$47K0.0%-25.1%0.001%
5/1/2024 Sequoia Financial Advisors LLC6,810$646K0.0%+14.1%0.009%
4/30/2024 Private Advisor Group LLC226,669$21.51M0.2%+3.0%0.292%
4/30/2024 J.W. Cole Advisors Inc.36,005$3.42M0.2%+2.3%0.046%
4/30/2024 Longbow Finance SA46,420$4.41M0.4%N/A0.060%
4/30/2024 SpiderRock Advisors LLC7,074$658K0.0%N/A0.009%
4/30/2024 Mitchell Sinkler & Starr PA1,628$154K0.0%-78.4%0.002%
4/30/2024 Granite Bay Wealth Management LLC2,449$232K0.1%-99.1%0.003%
4/30/2024 Macroview Investment Management LLC10,914$1.04M1.1%-2.5%0.014%
4/30/2024 Arkadios Wealth Advisors38,184$3.62M0.3%+487.2%0.049%
4/30/2024 Perigon Wealth Management LLC2,194$208K0.0%-60.6%0.003%
4/30/2024 Navis Wealth Advisors LLC2,680$254K0.3%N/A0.003%
4/30/2024 Privium Fund Management UK Ltd8,800$798K0.4%-50.0%0.011%
4/30/2024 Allspring Global Investments Holdings LLC183,027$17.37M0.0%-9.3%0.236%
4/29/2024Commonwealth Equity Services LLC113,892$10.81M0.0%-39.7%0.147%
4/29/2024 Crescent Grove Advisors LLC113,834$10.80M1.1%-5.7%0.147%
4/29/2024 China Universal Asset Management Co. Ltd.34,880$3.31M0.4%+291.7%0.045%
4/27/2024 Weatherly Asset Management L. P.162,351$15.41M1.5%-2.0%0.209%
4/27/2024 K.J. Harrison & Partners Inc15,800$1.50M0.2%-24.1%0.020%
4/26/2024 Pinnacle Associates Ltd.8,586$815K0.0%+22.8%0.011%
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4/26/2024 Sterling Investment Counsel LLC3,988$378K0.2%+22.8%0.005%
4/26/2024 McGuire Investment Group LLC192,586$18.28M2.7%+1.6%0.248%
4/26/2024 Legacy Bridge LLC764$72K0.0%+157.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.10,081$957K0.0%N/A0.013%
4/26/2024 Petredis Investment Advisors LLC54,760$5.20M0.6%+1.7%0.070%
4/25/2024 Lindbrook Capital LLC53,528$5.08M0.5%+11.6%0.069%
4/25/2024 Osborne Partners Capital Management LLC89,477$8.49M0.5%+1.4%0.115%
4/25/2024 Equitable Trust Co.2,138$203K0.0%N/A0.003%
4/25/2024 Capital Investment Advisory Services LLC7,036$668K0.1%-23.7%0.009%
4/25/2024 Simplex Trading LLC188,115$17.85M0.0%N/A0.242%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 25,257$2.40M0.0%N/A0.033%
4/25/2024 GFS Advisors LLC18,182$1.73M0.3%+46.1%0.023%
4/25/2024 Whalen Wealth Management Inc.15,727$1.49M1.1%+13.4%0.020%
4/25/2024 Telos Capital Management Inc.26,285$2.49M0.3%+1.6%0.034%
4/25/2024 Kercheville Advisors LLC9,605$911K0.4%N/A0.012%
4/25/2024 Summit Financial LLC9,152$868K0.1%+87.4%0.012%
4/25/2024 Cambridge Investment Research Advisors Inc.76,175$7.23M0.0%+15.4%0.098%
4/24/2024 SOL Capital Management CO31,766$3.01M0.4%+31.3%0.041%
4/24/2024 LHM Inc.37,414$3.55M2.6%+95.1%0.048%
4/23/2024 Global Retirement Partners LLC2,617$248K0.0%+5.8%0.003%
4/23/2024 Cornell Pochily Investment Advisors Inc.2,181$207K0.1%-16.8%0.003%
4/23/2024 United Asset Strategies Inc.8,129$771K0.1%N/A0.010%
4/23/2024 Wealth Advisory Solutions LLC5,261$499K0.1%N/A0.007%
4/23/2024 Venturi Wealth Management LLC2,011$191K0.0%N/A0.003%
4/23/2024 Masso Torrence Wealth Management Inc.25,223$2.39M1.4%N/A0.032%
4/23/2024 Nations Financial Group Inc. IA ADV29,667$2.82M0.2%-1.6%0.038%
4/23/2024 Fifth Third Bancorp114,381$10.85M0.0%+7.8%0.147%
4/23/2024 McAdam LLC11,168$1.06M0.1%+36.0%0.014%
4/23/2024 Summit Trail Advisors LLC22,274$2.11M0.1%-4.0%0.029%
4/23/2024 Warner Financial Inc.4,686$445K0.2%-21.3%0.006%
4/23/2024 Hanson & Doremus Investment Management8,909$845K0.1%-34.5%0.011%
4/23/2024 Raymond James Financial Services Advisors Inc.338,056$32.08M0.0%+32.8%0.435%
4/23/2024 Prospect Financial Services LLC2,701$256K0.2%+9.3%0.003%
4/22/2024 Bristlecone Advisors LLC20,246$1.92M0.2%+36.0%0.026%
4/22/2024 American Financial Advisors LLC63,887$6.06M0.9%-7.7%0.082%
4/22/2024 PFG Investments LLC22,747$2.16M0.1%+238.2%0.029%
4/22/2024 Altfest L J & Co. Inc.32,112$3.05M0.4%-10.5%0.041%
4/22/2024 Oakworth Capital Inc.160,533$15.23M1.1%-2.8%0.207%
4/22/2024 Carmel Capital Management L.L.C.40,759$3.87M1.6%+81.3%0.052%
4/19/2024 GenTrust LLC194,555$18.46M1.1%-4.0%0.250%
4/19/2024 Tempus Wealth Planning LLC2,927$278K0.1%-37.1%0.004%
4/19/2024 Ndwm LLC6,358$603K0.5%N/A0.008%
4/19/2024 Kovack Advisors Inc.3,962$376K0.0%-36.3%0.005%
4/19/2024 Financial Sense Advisors Inc.64,641$6.13M2.0%N/A0.083%
4/19/2024 Fluent Financial LLC5,458$518K0.3%N/A0.007%
4/19/2024 Abundance Wealth Counselors94,176$8.94M2.1%+1.2%0.121%
4/19/2024 Bourgeon Capital Management LLC2,292$217K0.0%+18.1%0.003%
4/19/2024 United Capital Management of KS Inc.132,238$12.55M2.9%+27.1%0.170%
4/19/2024 Valley National Advisers Inc.21,072$2.00M0.3%+273.2%0.027%
4/19/2024 KFG Wealth Management LLC36,136$3.43M1.4%N/A0.047%
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4/19/2024 Evolution Wealth Advisors LLC29,484$2.80M0.5%+4.3%0.038%
4/18/2024 State of Michigan Retirement System50,000$4.74M0.0%N/A0.064%
4/18/2024 Allspring Global Investments Holdings LLC183,027$17.37M0.0%-9.3%0.236%
4/18/2024 MGO Private Wealth LLC2,824$268K0.2%-41.1%0.004%
4/18/2024 Pettinga Financial Advisors LLC26,440$2.51M0.6%-1.5%0.034%
4/18/2024 Compass Ion Advisors LLC3,832$364K0.1%+13.0%0.005%
4/18/2024 Breakwater Capital Group2,214$210K0.1%N/A0.003%
4/18/2024 Arlington Financial Advisors LLC41,783$3.97M0.9%+201.4%0.054%
4/17/2024 Fiduciary Alliance LLC23,033$2.16M0.4%+8.4%0.030%
4/17/2024 Founders Financial Securities LLC5,570$529K0.1%+6.4%0.007%
(Data available from 1/1/2016 forward)

XBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBI shares?

During the previous two years, 813 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were Morgan Stanley ($537.35M), JPMorgan Chase & Co. ($423.01M), Avoro Capital Advisors LLC ($396.84M), Whalerock Point Partners LLC ($343.46M), Healthcare of Ontario Pension Plan Trust Fund ($214.83M), Matrix Capital Management Company LP ($188.75M), and Phoenix Holdings Ltd. ($157.09M).Learn more on XBI's institutional investors.

Which institutional investors have been buying SPDR S&P Biotech ETF stock?

Of the 694 institutional investors that purchased SPDR S&P Biotech ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($600.67M), Avoro Capital Advisors LLC ($5.94M), Moore Capital Management LP ($3.18M), Alaska Permanent Fund Corp ($3.17M), Migdal Insurance & Financial Holdings Ltd. ($2.56M), Healthcare of Ontario Pension Plan Trust Fund ($2.17M), and Two Sigma Advisers LP ($2.12M).

How much institutional buying is happening at SPDR S&P Biotech ETF?

Institutional investors have bought a total of 660,025,360 shares in the last 24 months. This purchase volume represents approximately $54.83B in transactions.

Which SPDR S&P Biotech ETF major shareholders have been selling company stock?

Of the 470 institutional investors that sold SPDR S&P Biotech ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Healthcare of Ontario Pension Plan Trust Fund ($5.37M), Toronto Dominion Bank ($3.05M), Moore Capital Management LP ($2.90M), JPMorgan Chase & Co. ($2.45M), Bank of Nova Scotia ($1.71M), Clal Insurance Enterprises Holdings Ltd ($1.22M), and Migdal Insurance & Financial Holdings Ltd. ($810.19K).

How much institutional selling is happening at SPDR S&P Biotech ETF?

Institutional investors have sold a total of 33,361,259 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.


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This page (NYSEARCA:XBI) was last updated on 5/5/2024 by MarketBeat.com Staff

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