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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$107.56 +0.24 (+0.22%)
Closing price 10/23/2025 04:10 PM Eastern
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$107.70 +0.14 (+0.13%)
As of 04:19 AM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Biotech ETF (NYSEARCA:XBI)

Number of
Institutional Buyers
(last 12 months)
424
Total
Institutional Inflows
(last 12 months)
$3.98B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$1.36B
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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
10/23/2025Invested Advisors5,441$502K0.7%N/A0.008%
10/23/2025Meridian Investment Counsel Inc.13,966$1.40M0.3%+5.8%0.022%
10/23/2025Kingswood Wealth Advisors LLC5,349$536K0.0%+4.8%0.008%
10/23/2025Canton Hathaway LLC6,645$666K0.1%-6.3%0.010%
10/23/2025Benjamin Edwards Inc.2,197$220K0.0%N/A0.003%
10/23/2025SG Americas Securities LLC125,642$12.59M0.0%-2.4%0.195%
10/23/2025HB Wealth Management LLC2,221$223K0.0%N/A0.003%
10/23/2025RPG Investment Advisory LLC23,593$2.36M0.3%-2.8%0.037%
10/23/2025Integral Investment Advisors Inc.2,000$200K0.1%N/A0.003%
10/22/2025 NORTHSTAR ASSET MANAGEMENT Co5,100$511K0.1%-16.4%0.008%
10/22/2025 Washington Growth Strategies LLC10,911$1.09M0.8%-5.3%0.017%
10/22/2025 Gladstone Institutional Advisory LLC2,030$203K0.0%N/A0.003%
10/22/2025 Madrona Financial Services LLC128,523$12.88M2.8%+2.3%0.200%
10/22/2025 D.A. Davidson & CO.9,033$905K0.0%-6.8%0.014%
10/22/2025 Commonwealth Equity Services LLC123,360$12.36M0.0%-0.1%0.192%
10/21/2025 McGuire Investment Group LLC7,754$777K0.1%-6.6%0.012%
10/21/2025 Pettinga Financial Advisors LLC18,540$1.86M0.4%+4.5%0.029%
10/21/2025 Global Retirement Partners LLC6,196$621K0.0%-2.0%0.010%
10/21/2025 Davis Capital Management352$35K0.0%N/A0.001%
10/21/2025 Altfest L J & Co. Inc.124,921$12.52M1.4%+63.1%0.194%
10/20/2025 Premier Financial Group500$50K0.0%N/A0.001%
10/20/2025 Avaii Wealth Management LLC4,498$451K0.2%+61.3%0.007%
10/20/2025 Allspring Global Investments Holdings LLC242,138$24.26M0.0%+80.6%0.390%
10/20/2025 Merit Financial Group LLC2,055$206K0.0%-16.1%0.003%
10/20/2025 Hillcrest Wealth Advisors NY LLC4,238$425K0.2%-78.2%0.007%
10/20/2025 Continuum Advisory LLC3,974$398K0.0%N/A0.006%
10/17/2025 Institute for Wealth Management LLC.9,098$912K0.1%-6.2%0.015%
10/17/2025 Coastwise Capital Group LLC3,452$346K0.2%-5.5%0.006%
10/17/2025 Valley National Advisers Inc.7,348$736K0.1%-19.0%0.012%
10/17/2025 Worth Asset Management LLC4,265$427K0.2%N/A0.007%
10/17/2025 Perigon Wealth Management LLC6,610$662K0.0%-1.6%0.011%
10/17/2025 Sowell Financial Services LLC7,855$787K0.0%-7.1%0.013%
10/17/2025 Apollon Wealth Management LLC2,497$250K0.0%N/A0.004%
10/16/2025 180 Wealth Advisors LLC8,374$839K0.1%+8.6%0.014%
10/16/2025 Carnegie Investment Counsel50,789$5.09M0.1%+2.4%0.085%
10/16/2025 Halbert Hargrove Global Advisors LLC400$40K0.0%N/A0.001%
10/16/2025 Brian Low Financial Group LLC6,664$668K0.5%N/A0.011%
10/16/2025 Weatherly Asset Management L. P.155,739$15.61M1.3%-0.5%0.262%
10/16/2025 Nvwm LLC13,922$1.40M0.3%+1.7%0.023%
10/16/2025 Marotta Asset Management73,860$7.49M1.4%-1.1%0.124%
10/16/2025 Highland Capital Management LLC24,695$2.47M0.1%+4.0%0.041%
10/16/2025 Sharper & Granite LLC8,635$865K0.3%-31.7%0.015%
10/15/2025 CWM LLC13,793$1.38M0.0%+4.7%0.023%
10/15/2025 Financial Council LLC2,008$201K0.1%N/A0.003%
10/15/2025 Brookstone Capital Management15,160$1.52M0.0%-2.5%0.025%
10/15/2025 Private Trust Co. NA2,630$264K0.0%-8.3%0.004%
10/15/2025 Hanson & Doremus Investment Management818$82K0.0%-37.1%0.001%
10/15/2025 Vontobel Holding Ltd.2,230$223K0.0%-83.0%0.004%
10/15/2025 Petredis Investment Advisors LLC54,830$5.49M0.4%-0.6%0.092%
10/14/2025 Alpha Wealth Funds LLC6,111$612K0.4%-26.9%0.010%
10/14/2025 Farther Finance Advisors LLC7,530$755K0.0%+6.3%0.013%
10/14/2025 Parcion Private Wealth LLC18,699$1.87M0.1%-14.6%0.032%
10/14/2025 Cranbrook Wealth Management LLC446$45K0.0%-22.6%0.001%
10/14/2025 Sloy Dahl & Holst LLC2,003$201K0.0%N/A0.003%
10/14/2025 Baldwin Wealth Partners LLC MA2,050$205K0.0%N/A0.003%
10/14/2025 Beech Hill Advisors Inc.5,755$577K0.3%-7.9%0.010%
10/14/2025 Edge Wealth Management LLC112,311$11.25M2.0%+0.3%0.190%
10/10/2025 CWC Advisors LLC.5,707$572K0.3%+2.8%0.009%
10/10/2025 Flputnam Investment Management Co.16,315$1.64M0.0%-19.8%0.027%
10/9/2025 AdvisorNet Financial Inc1,463$147K0.0%+7.3%0.002%
10/9/2025 L. Roy Papp & Associates LLP138,587$13.89M1.6%-3.2%0.228%
10/9/2025 Shelton Wealth Management LLC10,212$1.02M0.5%-4.3%0.017%
10/9/2025 Perkins Coie Trust Co4,277$429K0.1%-2.3%0.007%
10/9/2025 Dynamic Advisor Solutions LLC11,738$1.18M0.0%-2.8%0.019%
10/8/2025 Fiduciary Alliance LLC3,633$364K0.0%-16.7%0.006%
10/8/2025 Firethorn Wealth Partners LLC10,105$1.01M0.4%-1.1%0.017%
10/7/2025 Montecito Bank & Trust3,900$391K0.1%N/A0.007%
10/7/2025 EWG Elevate Inc.46,503$4.66M1.5%N/A0.078%
10/6/2025 Venture Visionary Partners LLC2,385$239K0.0%-11.2%0.004%
9/26/2025Corient Private Wealth LLC43,140$3.58M0.0%-25.1%0.079%
9/26/2025Capital A Wealth Management LLC295$26K0.3%N/A0.001%
9/22/2025Caldwell Trust Co660$55K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.72,482$6.01M0.0%-33.4%0.133%
8/28/2025China Universal Asset Management Co. Ltd.508$42K0.0%-93.7%0.001%
8/26/2025Thrivent Financial for Lutherans135,944$11.27M0.0%+75.5%0.250%
8/19/2025Newbridge Financial Services Group Inc.6,567$545K0.1%-26.6%0.012%
8/19/2025Advisory Services Network LLC10,123$867K0.0%-12.6%0.019%
8/19/2025Anchor Investment Management LLC3,995$331K0.0%-14.9%0.007%
8/19/2025Continental Advisors LLC36,700$3.04M1.4%+40.1%0.067%
8/18/2025N.E.W. Advisory Services LLC589$49K0.0%-49.8%0.001%
8/18/2025 Geneos Wealth Management Inc.2,380$197K0.0%+99.8%0.004%
8/16/2025Evergreen Capital Management LLC6,686$554K0.0%+32.1%0.012%
8/16/2025Headlands Technologies LLC5,362$445K0.1%N/A0.010%
8/15/2025Tower Research Capital LLC TRC 10,602$879K0.0%-21.7%0.019%
8/15/2025FFT Wealth Management LLC5,035$430K0.1%-59.0%0.009%
8/15/2025LGL Partners LLC6,941$592K0.3%-41.8%0.013%
8/15/2025Corient Private Wealth LLC89,396$7.41M0.0%+55.3%0.164%
8/15/2025Captrust Financial Advisors8,252$684K0.0%-23.1%0.015%
8/15/2025Visionary Wealth Advisors18,956$1.57M0.1%+59.5%0.035%
8/15/2025Two Sigma Securities LLC17,543$1.46M0.2%+39.4%0.032%
8/15/2025Sherman Asset Management Inc.5,616$466K0.4%-33.1%0.010%
8/15/2025Snowden Capital Advisors LLC5,165$428K0.0%+6.7%0.009%
8/15/2025Oxford Asset Management LLP214,274$17.77M6.4%+167.4%0.394%
8/15/2025MML Investors Services LLC24,957$2.07M0.0%-4.9%0.046%
8/15/2025Massar Capital Management LP30,000$2.49M1.9%+25.0%0.055%
8/15/2025LM Advisors LLC8,877$736K0.1%-3.8%0.016%
8/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.23,946$1.99M0.3%-10.1%0.044%
8/15/2025IHT Wealth Management LLC34,042$2.82M0.1%-20.9%0.063%
8/15/2025Gendell Jeffrey L92,278$7.65M0.2%+137.5%0.169%
8/15/2025Great Valley Advisor Group Inc.2,492$206K0.0%-9.4%0.005%
(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, 798 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.10B), Healthcare of Ontario Pension Plan Trust Fund ($911.83M), JPMorgan Chase & Co. ($882.22M), Morgan Stanley ($537.35M), Avoro Capital Advisors LLC ($281.38M), Castle Hook Partners LP ($159.28M), and Phoenix Holdings Ltd. ($157.09M).Learn more on SPDR S&P Biotech ETF's institutional investors.

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

Of the 643 institutional investors that purchased SPDR S&P Biotech ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($12.61M), Healthcare of Ontario Pension Plan Trust Fund ($9.04M), Avoro Capital Advisors LLC ($4.44M), Goldman Sachs Group Inc. ($3.35M), Demars Financial Group LLC ($3.11M), Migdal Insurance & Financial Holdings Ltd. ($2.46M), and Simplex Trading LLC ($1.93M).

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

Institutional investors have bought a total of 45,607,545 shares in the last 24 months. This purchase volume represents approximately $3.98B in transactions.

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

Of the 386 institutional investors that sold SPDR S&P Biotech ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Demars Financial Group LLC ($3.11M), Clal Insurance Enterprises Holdings Ltd ($1.18M), Brevan Howard Capital Management LP ($1.05M), Brown Advisory Inc. ($931.44K), Two Sigma Advisers LP ($780.40K), Phoenix Financial Ltd. ($681.88K), and D. E. Shaw & Co. Inc. ($629.38K).

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

Institutional investors have sold a total of 15,589,291 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


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This page (NYSEARCA:XBI) was last updated on 10/24/2025 by MarketBeat.com Staff
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