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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$128.67 -4.75 (-3.56%)
As of 06/5/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
532
Total
Institutional Inflows
(last 12 months)
$2.56B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$2.82B
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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
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%
5/19/2026 Western Wealth Management LLC488$62K0.0%N/A0.001%
5/19/2026 Royal Fund Management LLC162,850$20.81M2.0%+13.3%0.255%
5/19/2026 NewEdge Advisors LLC14,764$1.89M0.0%-29.4%0.023%
5/19/2026 Bank of America Corp DE14,518,027$1.85B0.1%+13.3%22.756%
5/19/2026 Genesis Financial Group LLC7,800$996K0.6%N/A0.012%
5/19/2026 JTC Employer Solutions Trustee Ltd1,550$198K0.0%-98.2%0.002%
5/19/2026 Cassady Wealth & Retirement Planning LLC21,141$2.78M1.4%+25.4%0.033%
5/19/2026 Centaurus Financial Inc.1,254$160K0.0%+11.4%0.002%
5/19/2026 Arkadios Wealth Advisors3,887$496K0.0%-40.1%0.006%
5/19/2026 Encore Global Management LP10,800$1.38M1.0%N/A0.017%
5/18/2026 EverSource Wealth Advisors LLC18,092$2.31M0.1%-37.0%0.028%
5/18/2026 Empire Financial Management Company LLC19,125$2.44M0.6%+4.1%0.030%
5/18/2026 Rock Springs Capital Management LP30,000$3.83M0.2%-86.5%0.047%
5/18/2026 Evercore Wealth Management LLC3,992$510K0.0%+60.2%0.006%
5/16/2026 KCM Investment Advisors LLC3,533$451K0.0%+88.5%0.006%
5/16/2026 Glen Eagle Advisors LLC20,985$2.68M0.4%-1.5%0.033%
5/16/2026 Quantinno Capital Management LP2,996$383K0.0%+54.5%0.005%
5/15/2026 Gateway Wealth Partners LLC11,938$1.53M0.1%N/A0.019%
5/15/2026 Waverly Advisors LLC2,719$347K0.0%-6.9%0.004%
5/15/2026 Asset Management Group Inc.20,433$2.61M0.4%-1.0%0.032%
5/15/2026 Boreal Capital Management LLC642$82K0.1%+33.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund9,745,500$1.24B2.0%-22.6%15.275%
5/14/2026 Compound Planning Inc.10,889$1.39M0.0%+0.7%0.017%
5/14/2026 Knott David M Jr15,000$1.92M1.1%+15.4%0.024%
5/14/2026 American Financial Advisors LLC27,972$3.57M0.5%-2.7%0.044%
5/14/2026 Group One Trading LLC90,331$11.54M0.0%N/A0.142%
5/14/2026 Davis R M Inc.8,690$1.11M0.0%-7.0%0.014%
5/14/2026 Lido Advisors LLC2,710$346K0.0%+15.3%0.004%
5/13/2026 CI Investments Inc.23,379$2.99M0.0%-62.2%0.037%
5/12/2026 Barometer Capital Management Inc.3,200$409K0.2%N/A0.005%
5/12/2026 Clal Insurance Enterprises Holdings Ltd484,500$61.89M0.4%-29.9%0.759%
5/8/2026 PNC Financial Services Group Inc.64,153$8.19M0.0%-11.8%0.101%
5/8/2026 DUTCH ASSET Corp4,123$527K0.4%-4.6%0.006%
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5/8/2026 Cassaday & Co Wealth Management LLC665$85K0.0%N/A0.001%
5/7/2026 Balefire LLC13,637$1.74M0.3%+1.3%0.021%
5/7/2026 Parallel Advisors LLC27,604$3.53M0.1%+1.2%0.043%
5/7/2026 S&CO Inc.94,280$12.04M0.7%-7.8%0.148%
5/7/2026 Crescent Grove Advisors LLC64,244$8.21M0.8%-4.1%0.101%
5/6/2026 Modera Wealth Management LLC20,635$2.64M0.0%-1.8%0.032%
5/6/2026 Assetmark Inc.623,015$79.58M0.2%-2.0%0.977%
5/6/2026 PeakShares LLC1,684$215K0.2%+5.3%0.003%
5/6/2026 Bessemer Group Inc.1,805,630$230.63M0.4%-2.6%2.830%
5/6/2026 Allspring Global Investments Holdings LLC71,538$9.20M0.0%-59.6%0.112%
5/6/2026 Independent Financial Group LLC6,955$888K0.0%N/A0.011%
5/5/2026 Wealthfront Advisers LLC16,141$2.06M0.0%+14.1%0.025%
5/5/2026 D.A. Davidson & CO.8,128$1.04M0.0%-5.0%0.013%
5/5/2026 Beaumont Financial Advisors LLC4,098$523K0.0%-5.3%0.006%
5/5/2026 Sherman Asset Management Inc.2,504$320K0.3%+6.7%0.004%
5/5/2026 Sanctuary Advisors LLC14,486$1.85M0.0%-3.0%0.023%
5/5/2026 Sigma Planning Corp15,203$1.94M0.1%-25.8%0.024%
5/5/2026 Conservest Capital Advisors Inc.31,253$3.99M0.4%+3.8%0.049%
5/5/2026 Adell Harriman & Carpenter Inc.1,572$201K0.0%N/A0.002%
5/4/2026 HBW Advisory Services LLC2,516$321K0.0%N/A0.004%
5/4/2026 Citizens National Bank Trust Department776$99K0.0%+87.4%0.001%
5/4/2026 Cdkv Holdings LLC8,763$1.12M1.0%+4.7%0.014%
5/2/2026 Associated Banc Corp6,799$868K0.0%+11.8%0.011%
5/2/2026 Carnegie Investment Counsel49,897$6.37M0.1%-1.2%0.078%
5/1/2026 Citizens Financial Group Inc. RI7,372$942K0.0%-4.5%0.012%
5/1/2026 Midwest Trust Co1,614$206K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp77,761$9.93M0.0%+18.5%0.122%
5/1/2026 WealthShield Partners LLC679$87K0.0%-12.3%0.001%
5/1/2026 Simplicity Wealth LLC2,367$302K0.0%-7.5%0.004%
5/1/2026 Sequoia Financial Advisors LLC2,758$352K0.0%-28.1%0.004%
5/1/2026 Fulcrum Capital LLC55,973$7.15M1.6%-1.8%0.088%
4/30/2026 Sonata Capital Group Inc.1,600$204K0.1%N/A0.003%
4/30/2026 Main Street Research LLC567,479$72.48M4.2%+57.4%0.888%
4/30/2026 Ibex Wealth Advisors6,918$884K0.1%N/A0.011%
4/30/2026 Kestra Advisory Services LLC26,063$3.33M0.0%+30.4%0.041%
4/30/2026 Money Concepts Capital Corp3,322$424K0.0%+12.4%0.005%
4/30/2026 Demars Financial Group LLC2,604$333K0.1%-7.4%0.004%
4/30/2026 Staley Capital Advisers Inc.18,065$2.31M0.1%+25.8%0.028%
4/29/2026 Lmcg Investments LLC3,588$458K0.0%-3.5%0.006%
4/29/2026 Montag A & Associates Inc.68,236$8.72M0.4%+21.5%0.107%
4/29/2026 Addison Capital Co38,112$4.87M0.9%+197.9%0.060%
4/29/2026 Hartline Investment Corp13,797$1.76M0.2%+2.7%0.022%
4/29/2026 Meitav Investment House Ltd.809,579$103.41M1.1%-16.5%1.267%
4/29/2026 Integrated Advisors Network LLC2,883$368K0.0%-14.5%0.005%
4/29/2026 Shelton Wealth Management LLC9,610$1.23M0.5%-8.8%0.015%
4/29/2026 Kiley Juergens Wealth Management LLC2,902$371K0.1%N/A0.005%
4/28/2026 Meridian Investment Counsel Inc.19,578$2.50M0.6%+37.2%0.031%
4/28/2026 Whittier Trust Co. of Nevada Inc.126,463$16.29M0.3%+3.6%0.198%
4/28/2026 Whittier Trust Co.257,702$33.19M0.4%+8.3%0.403%
4/28/2026 Ascentis Independent Advisors326$42K0.0%N/A0.001%
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4/28/2026 K.J. Harrison & Partners Inc1,720$220K0.0%-94.6%0.003%
4/28/2026 Evolution Wealth Management Inc.401$51K0.0%N/A0.001%
4/27/2026 HB Wealth Management LLC2,190$280K0.0%+7.7%0.003%
4/27/2026 Osborne Partners Capital Management LLC170,839$21.82M1.2%-5.6%0.260%
4/27/2026 PFG Investments LLC13,659$1.75M0.1%-5.2%0.021%
4/27/2026 Baer Investment Advisory LLC1,790$229K0.0%N/A0.003%
4/27/2026 Turtle Creek Wealth Advisors LLC1,256$160K0.0%N/A0.002%
4/27/2026 Marotta Asset Management66,108$8.50M1.6%+0.8%0.101%
4/27/2026 Private Advisor Group LLC32,456$4.15M0.0%-26.8%0.049%
4/27/2026 Y Intercept Hong Kong Ltd6,746$862K0.0%N/A0.010%


XBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 915 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 780 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 22,882,705 shares in the last 24 months. This purchase volume represents approximately $2.56B in transactions.

Of the 330 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), Demars Financial Group LLC ($3.11M), Mirae Asset Securities USA Inc. ($1.40M), Greenwoods Asset Management Hong Kong Ltd. ($486.75K), Migdal Insurance & Financial Holdings Ltd. ($300K), and Jump Financial LLC ($287.89K).

Institutional investors have sold a total of 24,924,302 shares in the last 24 months. This volume of shares sold represents approximately $2.82B in transactions.


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This page (NYSEARCA:XBI) was last updated on 6/7/2026 by MarketBeat.com Staff.
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