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SPDR S&P Biotech ETF (XBI) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for SPDR S&P Biotech ETF (NYSEARCA:XBI)

Number of
Institutional Buyers
(last 12 months)
404
Total
Institutional Inflows
(last 12 months)
$51.83B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$1.41B
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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
4/26/2024Legacy Bridge LLC764$72K0.0%+157.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.10,081$957K0.0%N/A0.013%
4/26/2024Petredis Investment Advisors LLC54,760$5.20M0.6%+1.7%0.070%
4/25/2024Lindbrook Capital LLC53,528$5.08M0.5%+11.6%0.069%
4/25/2024Osborne Partners Capital Management LLC89,477$8.49M0.5%+1.4%0.115%
4/25/2024Equitable Trust Co.2,138$203K0.0%N/A0.003%
4/25/2024Capital Investment Advisory Services LLC7,036$668K0.1%-23.7%0.009%
4/25/2024Simplex Trading LLC188,115$17.85M0.0%N/A0.242%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 25,257$2.40M0.0%N/A0.033%
4/25/2024GFS Advisors LLC18,182$1.73M0.3%+46.1%0.023%
4/25/2024Whalen Wealth Management Inc.15,727$1.49M1.1%+13.4%0.020%
4/25/2024Telos Capital Management Inc.26,285$2.49M0.3%+1.6%0.034%
4/25/2024Kercheville 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%
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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%
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%
4/17/2024 Hennion & Walsh Asset Management Inc.4,390$417K0.0%+86.4%0.006%
4/16/2024 Viewpoint Capital Management LLC1,000$95K0.1%-50.0%0.001%
4/16/2024 Financial Management Professionals Inc.1,061$101K0.0%+34.3%0.001%
4/16/2024 Firethorn Wealth Partners LLC6,733$639K0.4%-5.2%0.009%
4/16/2024 Courier Capital LLC4,600$436K0.0%-14.0%0.006%
4/16/2024 180 Wealth Advisors LLC3,952$375K0.1%+42.6%0.005%
4/16/2024 Investment Partners LTD.2,213$210K0.1%N/A0.003%
4/16/2024 Edge Wealth Management LLC111,839$10.61M2.2%-0.5%0.144%
4/16/2024 Wealth Enhancement Advisory Services LLC114,633$10.88M0.0%+8.9%0.148%
4/15/2024 Wealthcare Advisory Partners LLC2,710$257K0.0%N/A0.004%
4/15/2024 Brookstone Capital Management2,992$284K0.0%N/A0.004%
4/15/2024 IAM Advisory LLC15,334$1.46M0.4%N/A0.020%
4/15/2024 Kingswood Wealth Advisors LLC5,032$477K0.1%-14.0%0.007%
4/13/2024 Parkside Investments LLC93,752$8.90M1.4%+11.1%0.122%
4/13/2024 Beech Hill Advisors Inc.6,468$614K0.3%+33.3%0.008%
4/12/2024 Dynamic Advisor Solutions LLC15,291$1.45M0.0%-11.2%0.020%
4/12/2024 Worth Asset Management LLC12,581$1.19M0.7%N/A0.016%
4/12/2024 Perkins Coie Trust Co6,897$654K0.2%-9.1%0.009%
4/12/2024 Ignite Planners LLC2,635$247K0.1%N/A0.003%
4/12/2024 CMH Wealth Management LLC65,558$6.22M1.6%-11.2%0.085%
4/12/2024 Harbor Investment Advisory LLC9,297$882K0.1%+304.6%0.012%
4/11/2024 International Assets Investment Management LLC2,314$217K0.0%-98.0%0.003%
4/11/2024 Hillcrest Wealth Advisors NY LLC9,293$882K0.5%-2.7%0.012%
4/11/2024 CHURCHILL MANAGEMENT Corp32,625$3.10M0.0%N/A0.043%
4/11/2024 Aurora Investment Managers LLC.2,332$221K0.2%-20.8%0.003%
4/11/2024 RFG Advisory LLC2,313$219K0.0%N/A0.003%
4/10/2024 SOA Wealth Advisors LLC.597$57K0.0%+79.8%0.001%
4/10/2024 Bank of New Hampshire690$65K0.0%-25.2%0.001%
4/10/2024 Wedmont Private Capital2,739$251K0.0%N/A0.004%
4/10/2024 Banque Cantonale Vaudoise14,199$1.35M0.1%+28.8%0.019%
4/10/2024 EWG Elevate Inc.2,483$236K0.1%N/A0.003%
4/9/2024 Alaska Permanent Fund Corp870,304$82.58M1.2%-24.8%1.135%
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4/9/2024 Deane Retirement Strategies Inc.41,848$3.97M2.0%N/A0.055%
4/5/2024 NBC Securities Inc.5,665$537K0.1%-3.0%0.007%
4/2/2024 Marotta Asset Management65,124$6.18M1.3%-5.0%0.085%
3/29/2024 Adirondack Trust Co.1,390$137K0.1%-44.3%0.002%
3/22/2024PNC Financial Services Group Inc.81,005$7.23M0.0%+3.6%0.106%
3/21/2024Healthcare of Ontario Pension Plan Trust Fund2,406,000$214.83M0.7%+35.9%3.137%
3/15/2024B. Riley Wealth Advisors Inc.6,138$548K0.0%-13.2%0.008%
3/14/2024Leo Wealth LLC2,317$207K0.0%N/A0.003%
3/8/2024Trust Co. of Vermont2,045$183K0.0%-34.2%0.003%
3/8/2024ICA Group Wealth Management LLC300$27K0.0%N/A0.000%
(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, 821 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 707 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 660,278,287 shares in the last 24 months. This purchase volume represents approximately $54.86B in transactions.

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

Of the 477 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 33,060,308 shares in the last 24 months. This volume of shares sold represents approximately $2.71B in transactions.


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This page (NYSEARCA:XBI) was last updated on 4/26/2024 by MarketBeat.com Staff

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