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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$149.78 +3.01 (+2.05%)
Closing price 04:10 PM Eastern
Extended Trading
$149.89 +0.11 (+0.07%)
As of 05:48 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for SPDR S&P Biotech ETF (NYSEARCA:XBI)

Number of
Institutional Buyers
(last 12 months)
530
Total
Institutional Inflows
(last 12 months)
$2.48B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$2.40B
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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
10/15/2026Turtle Creek Wealth Advisors LLC1,916$302K0.0%-31.0%0.003%
10/15/2026Nvwm LLC12,753$2.01M0.4%-1.4%0.019%
10/15/2026HBW Advisory Services LLC2,312$365K0.0%-7.8%0.003%
10/15/2026Mather Group LLC.206$32K0.0%-73.5%0.000%
10/15/2026Meridian Investment Counsel Inc.17,108$2.70M0.6%-14.7%0.026%
10/14/2026Seelaus Asset Management LLC2,533$399K0.3%-12.5%0.004%
10/14/2026Firethorn Wealth Partners LLC10,378$1.64M0.5%+1.7%0.015%
10/14/2026Fearless Solutions LLC dba Best Invest3,430$541K0.3%N/A0.005%
10/14/2026Enclave Advisors LLC1,502$237K0.0%N/A0.002%
10/14/2026Krilogy Financial LLC9,844$1.49M0.0%-87.7%0.015%
10/14/2026Edge Wealth Management LLC110,769$17.56M2.5%-0.5%0.165%
10/13/2026Sivik Global Healthcare LLC180,000$28.38M17.5%+20.0%0.269%
10/13/2026Fragasso Financial Advisors Inc2,905$447K0.0%+4.8%0.004%
10/13/2026Vertrix Wealth Management LLC1,503$237K0.1%+5.0%0.002%
10/10/2026Castleview Partners LLC2,594$409K0.2%+61.9%0.004%
10/9/2026Fell Capital Management ADV5,775$911K0.8%-4.9%0.009%
10/9/2026Balefire LLC14,216$2.24M0.4%-35.0%0.022%
10/9/2026Wedmont Private Capital4,579$684K0.0%N/A0.007%
10/9/2026Breakwater Capital Group20,157$3.18M0.4%+2.5%0.031%
10/9/2026First Heartland Consultants Inc.10,541$1.66M0.1%+8.6%0.016%
10/9/2026Galvin Gaustad & Stein LLC2,010$317K0.0%N/A0.003%
10/8/2026Overbrook Management Corp2,050$323K0.1%N/A0.003%
10/8/2026Farther Finance Advisors LLC27,226$4.29M0.0%+36.6%0.042%
10/8/2026Titleist Asset Management LLC4,661$735K0.0%-7.1%0.007%
10/8/2026Valeo Financial Advisors LLC19,221$3.03M0.1%+159.8%0.029%
10/8/2026Whalen Wealth Management Inc.3,610$569K0.2%-67.3%0.006%
10/8/2026Ayalon Insurance Comp Ltd.95,600$15.07M1.3%+71.9%0.146%
10/7/2026Elm3 Financial Group LLC4,407$695K0.5%+65.5%0.007%
10/7/2026Rye Brook Capital LLC1,300$205K0.1%N/A0.002%
10/7/2026MFA Wealth Advisors LLC89,691$14.14M1.6%-2.5%0.137%
10/7/2026Lake Hills Wealth Management LLC101,543$16.01M7.4%+0.9%0.155%
10/7/2026Worth Asset Management LLC13,173$2.08M0.6%-1.9%0.020%
10/6/2026Bank of New Hampshire16,961$2.67M0.6%+95.4%0.026%
10/2/2026 Marotta Asset Management57,881$9.13M1.5%-13.4%0.087%
10/2/2026 Polaris Financial Partners2,379$378K0.2%N/A0.004%
10/2/2026 CX Institutional328$52K0.0%N/A0.000%
10/1/2026 Doliver Advisors LP3,232$510K0.1%+4.9%0.005%
9/29/2026Greenwich Wealth Management LLC8,181$1.30M0.0%-7.9%0.012%
9/23/2026Envestnet Asset Management Inc.136,798$21.65M0.0%+33.7%0.205%
9/22/2026Innovative Advisory Group LLC6,998$1.11M0.8%N/A0.010%
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9/9/2026The Manufacturers Life Insurance Company69,047$10.93M0.0%N/A0.106%
9/9/2026Sequoia Financial Advisors LLC3,523$557K0.0%+27.7%0.005%
9/9/2026Tidal Investments LLC109,331$17.30M0.0%+1,771.5%0.167%
9/9/2026IPG Investment Advisors LLC5,908$935K0.1%+93.3%0.009%
9/9/2026Integrated Wealth Concepts LLC23,189$3.67M0.0%-5.6%0.036%
9/9/2026Maven Securities LTD19,147$3.03M0.1%N/A0.029%
9/9/2026RFG Advisory LLC7,063$1.12M0.0%N/A0.011%
9/9/2026NewEdge Advisors LLC27,420$4.34M0.0%+34.6%0.042%
9/9/2026IFP Advisors Inc21,192$3.35M0.1%+20.4%0.032%
9/9/2026Baird Financial Group Inc.53,702$8.50M0.0%-11.3%0.082%
9/8/2026Connective Capital Management LLC6,736$1.07M0.8%-71.0%0.010%
9/8/2026Allworth Financial LP1,270$201K0.0%-16.7%0.002%
9/8/2026Edge Wealth Management LLC111,283$17.61M2.8%+0.1%0.170%
9/8/2026Waverly Advisors LLC3,524$558K0.0%+29.6%0.005%
8/27/2026Corient Private Wealth LP52,212$8.26M0.0%-1.2%0.080%
8/26/2026HighTower Advisors LLC90,861$14.38M0.0%+10.7%0.139%
8/25/2026Tobias Financial Advisors Inc.1,355$214K0.0%N/A0.002%
8/25/2026Kingsbury Capital Investment Advisors LLC1,548$245K0.2%N/A0.002%
8/24/2026Strategic Financial Services Inc.11,823$1.87M0.1%-60.2%0.018%
8/23/2026Ameritas Advisory Services LLC8,920$1.41M0.0%-16.1%0.014%
8/23/2026Kintra Wealth LLC1,288$202K0.0%N/A0.002%
8/23/2026Morling Financial Advisors LLC228$36K0.0%N/A0.000%
8/23/2026HB Wealth Management LLC2,128$337K0.0%-2.8%0.003%
8/23/2026Angeles Wealth Management LLC175$28K0.0%N/A0.000%
8/22/2026Plan A Wealth LLC1,292$204K0.1%N/A0.002%
8/22/2026NWF Advisory Services Inc.10,426$1.65M0.2%N/A0.016%
8/22/2026Knollwood Investment Advisory LLC1,553$246K0.0%N/A0.002%
8/22/2026Syon Capital LLC23,562$3.73M0.2%+67.9%0.036%
8/22/2026TD Waterhouse Canada Inc.5,265$824K0.0%+535.1%0.008%
8/22/2026Concurrent Investment Advisors LLC9,942$1.57M0.0%-1.8%0.015%
8/21/2026Paragon Private Wealth Management LLC1,493$236K0.1%N/A0.002%
8/21/2026Continuum Advisory LLC18,013$2.85M0.2%+389.1%0.028%
8/21/2026InTrack Investment Management Inc3,349$530K0.3%+12.6%0.005%
8/21/2026Tranquilli Financial Advisor LLC2,926$463K0.2%+5.4%0.004%
8/21/2026Beacon Financial Advisory LLC1,688$267K0.1%N/A0.003%
8/21/2026Nan Shan Life Insurance Co. Ltd.77,701$12.30M0.4%-43.9%0.119%
8/21/2026Solstein Capital LLC5,848$925K0.3%+51.3%0.009%
8/21/2026Rinkey Investments1,828$289K0.1%+9.1%0.003%
8/20/2026Rehmann Capital Advisory Group4,925$779K0.0%-1.6%0.008%
8/20/2026BTG Pactual Asset Management US LLC8,227$1.30M0.1%+15.1%0.013%
8/20/2026RPg Family Wealth Advisory LLC22,155$3.51M0.6%+5.0%0.034%
8/20/2026Risk Paradigm Group LLC21,755$3.44M2.3%+6.1%0.033%
8/20/2026Ancora Advisors LLC660$104K0.0%-17.1%0.001%
8/20/2026Sigma Planning Corp2,090$331K0.0%-86.3%0.003%
8/20/2026Two Sigma Securities LLC3,610$571K0.0%N/A0.006%
8/20/2026GTS Securities LLC21,482$3.40M0.1%-14.5%0.033%
8/20/2026Northwestern Mutual Wealth Management Co.314,224$49.73M0.0%+145.7%0.481%
8/20/2026Wedbush Securities Inc.5,081$804K0.0%-5.3%0.008%
8/19/2026Marvin & Palmer Associates Inc.54,286$8.59M5.5%+80.1%0.083%
8/19/2026Wellington Management Group LLP121,769$19.27M0.0%N/A0.186%
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8/17/2026Blue Edge Capital LLC5,377$851K0.1%N/A0.008%
8/15/2026First Bancorp Inc ME482$76K0.0%N/A0.001%
8/13/2026Polymer Capital Management HK LTD105,300$16.66M0.8%N/A0.161%
8/13/2026Benchmark Investment Advisors LLC2,964$222K0.1%N/A0.005%
8/12/2026Compass Financial Management LLC4,260$733K0.1%N/A0.007%
8/11/2026Somerville Kurt F3,350$294K0.1%N/A0.005%
8/10/2026Crescent Grove Advisors LLC63,436$10.04M0.8%-1.3%0.097%
8/10/2026Sound Financial Strategies Group LLC30,569$3.64M2.3%N/A0.047%
8/6/2026S&CO Inc.94,310$14.92M0.9%N/A0.144%
7/10/2026Annex Advisory Services LLC254,762$40.32M0.7%+3.1%0.374%


XBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 919 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.85B), Morgan Stanley ($1.40B), Healthcare of Ontario Pension Plan Trust Fund ($1.24B), Goldman Sachs Group Inc. ($1.10B), Wells Fargo & Company MN ($434.84M), JPMorgan Chase & Co. ($398.19M), and Avoro Capital Advisors LLC ($256.05M).Learn more on SPDR S&P Biotech ETF's institutional investors.

Of the 775 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. ($15.51M), Healthcare of Ontario Pension Plan Trust Fund ($6.14M), Goldman Sachs Group Inc. ($3.35M), Demars Financial Group LLC ($3.11M), Avoro Capital Advisors LLC ($2.10M), Clal Insurance Enterprises Holdings Ltd ($1.87M), and Simplex Trading LLC ($1.74M).

Institutional investors have bought a total of 20,928,614 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

Of the 267 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: JPMorgan Chase & Co. ($10.27M), Healthcare of Ontario Pension Plan Trust Fund ($4.08M), Mirae Asset Securities USA Inc. ($1.40M), Greenwoods Asset Management Hong Kong Ltd. ($486.75K), Clal Insurance Enterprises Holdings Ltd ($206.50K), Rock Springs Capital Management LP ($192K), and Allspring Global Investments Holdings LLC ($170.60K).

Institutional investors have sold a total of 19,622,668 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XBI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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