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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$155.20 -6.67 (-4.12%)
Closing price 09/23/2026 04:10 PM Eastern
Extended Trading
$154.36 -0.84 (-0.54%)
As of 07:49 AM 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)
520
Total
Institutional Inflows
(last 12 months)
$2.47B
Number of
Institutional Sellers
(last 12 months)
264
Total
Institutional Outflows
(last 12 months)
$2.39B
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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
9/23/2026 Envestnet Asset Management Inc.136,798$21.65M0.0%+33.7%0.205%
9/22/2026 Innovative Advisory Group LLC6,998$1.11M0.8%N/A0.010%
9/9/2026 The Manufacturers Life Insurance Company69,047$10.93M0.0%N/A0.106%
9/9/2026 Sequoia Financial Advisors LLC3,523$557K0.0%+27.7%0.005%
9/9/2026 Tidal Investments LLC109,331$17.30M0.0%+1,771.5%0.167%
9/9/2026 IPG Investment Advisors LLC5,908$935K0.1%+93.3%0.009%
9/9/2026 Integrated Wealth Concepts LLC23,189$3.67M0.0%-5.6%0.036%
9/9/2026 Maven Securities LTD19,147$3.03M0.1%N/A0.029%
9/9/2026 RFG Advisory LLC7,063$1.12M0.0%N/A0.011%
9/9/2026 NewEdge Advisors LLC27,420$4.34M0.0%+34.6%0.042%
9/9/2026 IFP Advisors Inc21,192$3.35M0.1%+20.4%0.032%
9/9/2026 Baird Financial Group Inc.53,702$8.50M0.0%-11.3%0.082%
9/8/2026 Connective Capital Management LLC6,736$1.07M0.8%-71.0%0.010%
9/8/2026 Allworth Financial LP1,270$201K0.0%-16.7%0.002%
9/8/2026 Edge Wealth Management LLC111,283$17.61M2.8%+0.1%0.170%
9/8/2026 Waverly Advisors LLC3,524$558K0.0%+29.6%0.005%
8/27/2026 Corient Private Wealth LP52,212$8.26M0.0%-1.2%0.080%
8/26/2026 HighTower Advisors LLC90,861$14.38M0.0%+10.7%0.139%
8/25/2026 Tobias Financial Advisors Inc.1,355$214K0.0%N/A0.002%
8/25/2026 Kingsbury Capital Investment Advisors LLC1,548$245K0.2%N/A0.002%
8/24/2026 Strategic Financial Services Inc.11,823$1.87M0.1%-60.2%0.018%
8/23/2026 Ameritas Advisory Services LLC8,920$1.41M0.0%-16.1%0.014%
8/23/2026 Kintra Wealth LLC1,288$202K0.0%N/A0.002%
8/23/2026 Morling Financial Advisors LLC228$36K0.0%N/A0.000%
8/23/2026 HB Wealth Management LLC2,128$337K0.0%-2.8%0.003%
8/23/2026 Angeles Wealth Management LLC175$28K0.0%N/A0.000%
8/22/2026 Plan A Wealth LLC1,292$204K0.1%N/A0.002%
8/22/2026 NWF Advisory Services Inc.10,426$1.65M0.2%N/A0.016%
8/22/2026 Knollwood Investment Advisory LLC1,553$246K0.0%N/A0.002%
8/22/2026 Syon Capital LLC23,562$3.73M0.2%+67.9%0.036%
8/22/2026 TD Waterhouse Canada Inc.5,265$824K0.0%+535.1%0.008%
8/22/2026 Concurrent Investment Advisors LLC9,942$1.57M0.0%-1.8%0.015%
8/21/2026 Paragon Private Wealth Management LLC1,493$236K0.1%N/A0.002%
8/21/2026 Continuum Advisory LLC18,013$2.85M0.2%+389.1%0.028%
8/21/2026 InTrack Investment Management Inc3,349$530K0.3%+12.6%0.005%
8/21/2026 Tranquilli Financial Advisor LLC2,926$463K0.2%+5.4%0.004%
8/21/2026 Beacon Financial Advisory LLC1,688$267K0.1%N/A0.003%
8/21/2026 Nan Shan Life Insurance Co. Ltd.77,701$12.30M0.4%-43.9%0.119%
8/21/2026 Solstein Capital LLC5,848$925K0.3%+51.3%0.009%
8/21/2026 Rinkey Investments1,828$289K0.1%+9.1%0.003%
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8/20/2026 Rehmann Capital Advisory Group4,925$779K0.0%-1.6%0.008%
8/20/2026 BTG Pactual Asset Management US LLC8,227$1.30M0.1%+15.1%0.013%
8/20/2026 RPg Family Wealth Advisory LLC22,155$3.51M0.6%+5.0%0.034%
8/20/2026 Risk Paradigm Group LLC21,755$3.44M2.3%+6.1%0.033%
8/20/2026 Ancora Advisors LLC660$104K0.0%-17.1%0.001%
8/20/2026 Sigma Planning Corp2,090$331K0.0%-86.3%0.003%
8/20/2026 Two Sigma Securities LLC3,610$571K0.0%N/A0.006%
8/20/2026 GTS Securities LLC21,482$3.40M0.1%-14.5%0.033%
8/20/2026 Northwestern Mutual Wealth Management Co.314,224$49.73M0.0%+145.7%0.481%
8/20/2026 Wedbush Securities Inc.5,081$804K0.0%-5.3%0.008%
8/19/2026 Marvin & Palmer Associates Inc.54,286$8.59M5.5%+80.1%0.083%
8/19/2026 Wellington Management Group LLP121,769$19.27M0.0%N/A0.186%
8/17/2026 Blue Edge Capital LLC5,377$851K0.1%N/A0.008%
8/15/2026 First Bancorp Inc ME482$76K0.0%N/A0.001%
8/13/2026 Polymer Capital Management HK LTD105,300$16.66M0.8%N/A0.161%
8/13/2026 Benchmark Investment Advisors LLC2,964$222K0.1%N/A0.005%
8/12/2026 Compass Financial Management LLC4,260$733K0.1%N/A0.007%
8/11/2026 Somerville Kurt F3,350$294K0.1%N/A0.005%
8/10/2026 Crescent Grove Advisors LLC63,436$10.04M0.8%-1.3%0.097%
8/10/2026 Sound Financial Strategies Group LLC30,569$3.64M2.3%N/A0.047%
8/6/2026 S&CO Inc.94,310$14.92M0.9%N/A0.144%
7/10/2026 Annex Advisory Services LLC254,762$40.32M0.7%+3.1%0.374%
7/10/2026 Ramsey Quantitative Systems1,000$158K0.1%N/A0.001%
7/10/2026 JFS Wealth Advisors LLC272$43K0.0%+136.5%0.000%
7/10/2026 Ocean Park Asset Management LLC15,323$2.43M0.1%N/A0.023%
7/10/2026 Redhawk Wealth Advisors Inc.23,790$3.77M0.4%+18.1%0.035%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,011$793K0.1%N/A0.007%
7/10/2026 Community Financial Services Group LLC423$66K0.0%+88.0%0.001%
7/10/2026 Perkins Coie Trust Co4,214$667K0.1%-1.5%0.006%
7/10/2026 Wealthcare Advisory Partners LLC2,377$376K0.0%+26.3%0.003%
7/9/2026 Financial Management Professionals Inc.12,000$1.90M0.2%+4,185.7%0.018%
7/9/2026 Finivi Inc.5,302$839K0.4%N/A0.008%
7/9/2026 AFG Fiduciary Services Limited Partnership1,856$298K0.2%-25.3%0.003%
7/9/2026 Focus Financial Network Inc.2,324$368K0.0%+44.7%0.003%
7/9/2026 Pettinga Financial Advisors LLC1,275$202K0.0%-75.3%0.002%
7/9/2026 Vertrix Wealth Management LLC1,432$227K0.1%-22.9%0.002%
7/9/2026 Allied Private Wealth LLC1,353$221K0.1%N/A0.002%
7/9/2026 Breakwater Capital Group19,656$3.11M0.4%+14.0%0.029%
7/9/2026 Worth Asset Management LLC13,431$2.13M0.7%+285.4%0.020%
7/8/2026 First Heartland Consultants Inc.9,709$1.54M0.1%+1.3%0.014%
7/8/2026 Apella Capital LLC4,080$669K0.0%-2.3%0.006%
7/7/2026 180 Wealth Advisors LLC9,608$1.52M0.2%+9.1%0.014%
7/7/2026 Integral Investment Advisors Inc.2,800$443K0.1%+40.0%0.004%
7/7/2026 Balefire LLC21,878$3.46M0.6%+60.4%0.032%
7/7/2026 Dynamic Advisor Solutions LLC12,243$1.94M0.1%+4.2%0.018%
7/7/2026 Willner & Heller LLC1,284$203K0.1%N/A0.002%
7/7/2026 GAMMA Investing LLC589$93K0.0%+898.3%0.001%
7/7/2026 Avior Wealth Management LLC2,658$421K0.0%+44.5%0.004%
7/7/2026 Harbor Investment Advisory LLC16,333$2.59M0.2%-3.6%0.024%
7/7/2026 CoreCap Advisors LLC1,240$196K0.0%-22.5%0.002%
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7/7/2026 Pacific Excel Wealth Advisors Inc.1,300$206K0.1%N/A0.002%
6/9/2026 Rathbones Group PLC5,123$654K0.0%+31.9%0.008%
6/8/2026 Pine Valley Investments Ltd Liability Co11,548$1.48M0.1%+13.6%0.018%
6/3/2026 DV Trading LLC14,074$1.80M0.0%+904.6%0.022%
6/3/2026 Parallel Advisors LLC27,604$3.53M0.1%+1.2%0.043%
6/3/2026 NewEdge Advisors LLC20,370$2.60M0.0%-2.6%0.032%
6/1/2026 Financial Solutions Advisory Group Inc.2,502$320K0.0%N/A0.004%
5/26/2026 Glenmede Trust Co. NA5,267$673K0.0%+4.8%0.008%
5/26/2026 Axiom Investment Management LLC204$26K0.0%N/A0.000%
5/20/2026 SOA Wealth Advisors LLC.96,516$12.33M1.3%+0.3%0.151%


XBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 910 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 770 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 20,866,598 shares in the last 24 months. This purchase volume represents approximately $2.47B in transactions.

Of the 264 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 19,562,671 shares in the last 24 months. This volume of shares sold represents approximately $2.39B in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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