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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$150.48 -1.75 (-1.15%)
As of 04:10 PM 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)
536
Total
Institutional Inflows
(last 12 months)
$2.51B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$2.77B
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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
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%
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%
6/8/2026Pine Valley Investments Ltd Liability Co11,548$1.48M0.1%+13.6%0.018%
6/3/2026DV Trading LLC14,074$1.80M0.0%+904.6%0.022%
6/3/2026Parallel Advisors LLC27,604$3.53M0.1%+1.2%0.043%
6/3/2026NewEdge 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%
5/26/2026Glenmede Trust Co. NA5,267$673K0.0%+4.8%0.008%
5/26/2026Axiom Investment Management LLC204$26K0.0%N/A0.000%
5/20/2026 SOA Wealth Advisors LLC.96,516$12.33M1.3%+0.3%0.151%
5/19/2026Western Wealth Management LLC488$62K0.0%N/A0.001%
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5/19/2026 Royal Fund Management LLC162,850$20.81M2.0%+13.3%0.255%
5/19/2026NewEdge Advisors LLC14,764$1.89M0.0%-29.4%0.023%
5/19/2026Bank of America Corp DE14,518,027$1.85B0.1%+13.3%22.756%
5/19/2026Genesis Financial Group LLC7,800$996K0.6%N/A0.012%
5/19/2026JTC Employer Solutions Trustee Ltd1,550$198K0.0%-98.2%0.002%
5/19/2026Cassady Wealth & Retirement Planning LLC21,141$2.78M1.4%+25.4%0.033%
5/19/2026Centaurus Financial Inc.1,254$160K0.0%+11.4%0.002%
5/19/2026Arkadios Wealth Advisors3,887$496K0.0%-40.1%0.006%
5/19/2026Encore Global Management LP10,800$1.38M1.0%N/A0.017%
5/18/2026EverSource Wealth Advisors LLC18,092$2.31M0.1%-37.0%0.028%
5/18/2026Empire Financial Management Company LLC19,125$2.44M0.6%+4.1%0.030%
5/18/2026Rock Springs Capital Management LP30,000$3.83M0.2%-86.5%0.047%
5/18/2026Evercore Wealth Management LLC3,992$510K0.0%+60.2%0.006%
5/16/2026KCM Investment Advisors LLC3,533$451K0.0%+88.5%0.006%
5/16/2026Glen Eagle Advisors LLC20,985$2.68M0.4%-1.5%0.033%
5/16/2026Quantinno Capital Management LP2,996$383K0.0%+54.5%0.005%
5/15/2026Gateway Wealth Partners LLC11,938$1.53M0.1%N/A0.019%
5/15/2026Waverly Advisors LLC2,719$347K0.0%-6.9%0.004%
5/15/2026Asset Management Group Inc.20,433$2.61M0.4%-1.0%0.032%
5/15/2026Boreal Capital Management LLC642$82K0.1%+33.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund9,745,500$1.24B2.0%-22.6%15.275%
5/14/2026Compound Planning Inc.10,889$1.39M0.0%+0.7%0.017%
5/14/2026Knott 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%
5/14/2026Group One Trading LLC90,331$11.54M0.0%N/A0.142%
5/14/2026Davis R M Inc.8,690$1.11M0.0%-7.0%0.014%
5/14/2026Lido Advisors LLC2,710$346K0.0%+15.3%0.004%
5/13/2026CI Investments Inc.23,379$2.99M0.0%-62.2%0.037%
5/12/2026Barometer Capital Management Inc.3,200$409K0.2%N/A0.005%
5/12/2026Clal Insurance Enterprises Holdings Ltd484,500$61.89M0.4%-29.9%0.759%
5/8/2026PNC Financial Services Group Inc.64,153$8.19M0.0%-11.8%0.101%
5/8/2026DUTCH ASSET Corp4,123$527K0.4%-4.6%0.006%
5/8/2026Cassaday & Co Wealth Management LLC665$85K0.0%N/A0.001%
5/7/2026 Balefire LLC13,637$1.74M0.3%+1.3%0.021%
5/7/2026Parallel Advisors LLC27,604$3.53M0.1%+1.2%0.043%
5/7/2026S&CO Inc.94,280$12.04M0.7%-7.8%0.148%
5/7/2026Crescent Grove Advisors LLC64,244$8.21M0.8%-4.1%0.101%
5/6/2026Modera Wealth Management LLC20,635$2.64M0.0%-1.8%0.032%
5/6/2026Assetmark Inc.623,015$79.58M0.2%-2.0%0.977%
5/6/2026PeakShares LLC1,684$215K0.2%+5.3%0.003%
5/6/2026Bessemer Group Inc.1,805,630$230.63M0.4%-2.6%2.830%
5/6/2026Allspring 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%
5/5/2026Wealthfront Advisers LLC16,141$2.06M0.0%+14.1%0.025%
5/5/2026D.A. Davidson & CO.8,128$1.04M0.0%-5.0%0.013%
5/5/2026Beaumont Financial Advisors LLC4,098$523K0.0%-5.3%0.006%
5/5/2026Sherman Asset Management Inc.2,504$320K0.3%+6.7%0.004%
5/5/2026Sanctuary Advisors LLC14,486$1.85M0.0%-3.0%0.023%
5/5/2026Sigma 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%
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5/5/2026Adell 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%
5/4/2026Cdkv Holdings LLC8,763$1.12M1.0%+4.7%0.014%
5/2/2026Associated Banc Corp6,799$868K0.0%+11.8%0.011%
5/2/2026Carnegie Investment Counsel49,897$6.37M0.1%-1.2%0.078%
5/1/2026Citizens Financial Group Inc. RI7,372$942K0.0%-4.5%0.012%
5/1/2026Midwest Trust Co1,614$206K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp77,761$9.93M0.0%+18.5%0.122%
5/1/2026WealthShield Partners LLC679$87K0.0%-12.3%0.001%


XBI Institutional Ownership - Frequently Asked Questions

During the previous two years, 911 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 777 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 22,182,438 shares in the last 24 months. This purchase volume represents approximately $2.51B in transactions.

Of the 313 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 24,307,072 shares in the last 24 months. This volume of shares sold represents approximately $2.77B in transactions.


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This page (NYSEARCA:XBI) was last updated on 7/24/2026 by MarketBeat.com Staff.
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