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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$87.97 +0.08 (+0.09%)
As of 01/17/2025 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)
405
Total
Institutional Inflows
(last 12 months)
$2.34B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$762.89M
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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
1/17/2025 Avior Wealth Management LLC385$35K0.0%+393.6%0.001%
1/17/2025 Adirondack Trust Co.1,240$112K0.0%-10.8%0.002%
1/17/2025 Mutual Advisors LLC16,919$1.49M0.0%-4.3%0.022%
1/17/2025 Janney Montgomery Scott LLC83,351$7.51M0.0%-2.6%0.109%
1/17/2025 SG Americas Securities LLC106,106$9.56M0.0%+78.7%0.139%
1/17/2025 Albion Financial Group UT1,757$158K0.0%N/A0.002%
1/17/2025 Eagle Wealth Strategies LLC2,954$266K0.2%-26.9%0.004%
1/17/2025 Missouri Trust & Investment Co1,425$128K0.0%-12.3%0.002%
1/17/2025 AFG Fiduciary Services Limited Partnership3,074$272K0.1%-64.5%0.004%
1/17/2025 Howard Capital Management Group LLC254,166$22.89M1.6%+2.4%0.333%
1/17/2025 Atomi Financial Group Inc.7,248$653K0.0%+224.2%0.010%
1/17/2025 Alpha Cubed Investments LLC5,819$524K0.0%-97.5%0.008%
1/16/2025 Legal Advantage Investments Inc.19,965$1.80M1.0%-2.9%0.026%
1/16/2025 Royal Fund Management LLC62,600$5.64M0.5%-78.9%0.082%
1/16/2025 CMH Wealth Management LLC38,135$3.43M0.8%-40.8%0.050%
1/16/2025 Harbor Investment Advisory LLC5,445$490K0.0%-23.4%0.007%
1/16/2025 Gilman Hill Asset Management LLC2,250$203K0.0%N/A0.003%
1/16/2025 Mission Hills Financial Advisory LLC36,111$3.25M2.5%+14.3%0.047%
1/16/2025 Perkins Coie Trust Co6,377$574K0.1%-5.5%0.008%
1/15/2025 Herbst Group LLC4,830$435K0.3%+19.9%0.006%
1/15/2025 Ameritas Advisory Services LLC10,684$962K0.0%+11.9%0.014%
1/15/2025 Trust Co. of Vermont2,683$242K0.0%-12.3%0.004%
1/15/2025 Shelton Wealth Management LLC4,359$393K0.2%+6.7%0.006%
1/15/2025 Arkadios Wealth Advisors6,467$582K0.0%-83.7%0.008%
1/15/2025 Cranbrook Wealth Management LLC576$52K0.0%-25.9%0.001%
1/15/2025 Wealthcare Advisory Partners LLC4,588$413K0.0%-6.1%0.006%
1/15/2025 Empirical Asset Management LLC9,311$839K0.0%-6.3%0.012%
1/15/2025 Edge Wealth Management LLC107,677$9.70M2.0%-1.8%0.141%
1/15/2025 Carnegie Investment Counsel101,106$9.11M0.3%+6.0%0.133%
1/15/2025 Beech Hill Advisors Inc.6,655$599K0.2%+2.5%0.009%
1/15/2025 Mirador Capital Partners LP3,477$313K0.1%-4.0%0.005%
1/14/2025 Alaska Permanent Fund Corp25,418$2.29M0.0%-75.5%0.033%
1/14/2025 Sharper & Granite LLC12,053$1.09M0.5%+3.3%0.016%
1/14/2025 Breakwater Capital Group5,266$474K0.1%+16.5%0.007%
1/14/2025 180 Wealth Advisors LLC4,238$382K0.1%+9.7%0.006%
1/14/2025 Fortis Advisors LLC5,950$536K0.4%+12.3%0.008%
1/14/2025 Global Financial Private Client LLC9,326$840K0.3%+8.5%0.012%
1/13/2025 Fulcrum Capital LLC49,666$4.47M0.9%+3.1%0.065%
1/13/2025 Brookstone Capital Management2,671$241K0.0%-13.4%0.004%
1/13/2025 Fiduciary Alliance LLC4,520$407K0.0%-81.1%0.006%
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1/10/2025 ST Germain D J Co. Inc.1,200$108K0.0%N/A0.002%
1/10/2025 Wealth Enhancement Advisory Services LLC120,504$11.91M0.0%+1.6%0.158%
1/10/2025 Marotta Asset Management63,196$5.78M1.2%+2.0%0.083%
1/10/2025 Fortitude Family Office LLC1,300$117K0.0%N/A0.002%
1/8/2025 Collective Family Office LLC2,952$266K0.1%-10.1%0.004%
1/3/2025 GAMMA Investing LLC332$30K0.0%-69.6%0.000%
12/26/2024JPMorgan Chase & Co.12,275,585$1.21B0.1%-0.4%16.105%
12/13/2024B. Riley Wealth Advisors Inc.14,018$1.37M0.0%-18.8%0.018%
11/27/2024Franklin Resources Inc.79,989$7.93M0.0%+0.1%0.105%
11/26/2024Peapack Gladstone Financial Corp9,363$925K0.0%-7.2%0.012%
11/25/2024Synovus Financial Corp9,391$928K0.0%+110.9%0.012%
11/25/2024Sanctuary Advisors LLC15,166$1.46M0.0%+12.7%0.020%
11/25/2024Pine Valley Investments Ltd Liability Co10,387$1.03M0.1%+33.0%0.014%
11/21/2024Anchor Investment Management LLC5,453$539K0.1%-13.8%0.007%
11/20/2024 Westside Investment Management Inc.6,170$610K0.1%+3.4%0.008%
11/19/2024Invst LLC2,807$277K0.0%+6.0%0.004%
11/18/2024Toronto Dominion Bank20,014$1.98M0.0%-8.0%0.026%
11/18/2024Empire Financial Management Company LLC20,007$1.98M0.6%+3.2%0.026%
11/15/2024Continuum Advisory LLC33,029$3.20M0.4%+4.5%0.043%
11/15/2024Nomura Asset Management Co. Ltd.14,592$1.44M0.0%N/A0.019%
11/15/2024MML Investors Services LLC53,317$5.27M0.0%-3.3%0.070%
11/15/2024Headinvest LLC4,762$470K0.1%+8.2%0.006%
11/15/2024Main Management LLC66,560$6.58M0.5%-74.0%0.087%
11/15/2024National Bank of Canada FI15,986$1.58M0.0%+11.0%0.021%
11/15/2024Castleark Management LLC115,580$11.42M0.5%+130.7%0.152%
11/15/2024Glen Eagle Advisors LLC19,176$1.90M0.3%-1.8%0.025%
11/15/2024EP Wealth Advisors LLC5,015$495K0.0%-15.4%0.007%
11/15/2024Insigneo Advisory Services LLC2,751$272K0.0%+12.6%0.004%
11/15/2024Kovitz Investment Group Partners LLC56,878$5.56M0.0%+0.4%0.075%
11/15/2024Wellington Management Group LLP52,561$5.19M0.0%+66.8%0.069%
11/15/2024Two Sigma Advisers LP187,900$18.57M0.0%-80.6%0.247%
11/15/2024Stevens Capital Management LP17,022$1.68M0.2%N/A0.022%
11/15/2024Stifel Financial Corp288,109$28.47M0.0%+20.8%0.378%
11/15/2024Resurgent Financial Advisors LLC4,917$486K0.3%-6.5%0.006%
11/15/2024Miller Investment Management LP3,435$339K0.0%-47.8%0.005%
11/15/2024IHT Wealth Management LLC127,873$12.59M0.4%+90.8%0.168%
11/15/2024Integrated Wealth Concepts LLC21,424$2.12M0.0%-33.9%0.028%
11/15/2024IronBridge Private Wealth LLC69,238$6.84M2.6%-5.6%0.091%
11/15/2024Janus Henderson Group PLC97,170$9.60M0.0%-44.6%0.127%
11/15/2024Hollow Brook Wealth Management LLC21,669$2.14M0.6%+4.9%0.028%
11/15/2024Ascent Group LLC7,935$784K0.1%N/A0.010%
11/15/2024Benjamin Edwards Inc.2,475$245K0.0%N/A0.003%
11/15/2024Atom Investors LP34,775$3.44M0.4%-65.4%0.046%
11/15/2024Alerus Financial NA34,314$3.39M0.2%-1.0%0.045%
11/15/2024Point72 Hong Kong Ltd3,000$296K0.0%N/A0.004%
11/15/2024FSA Wealth Management LLC749$74K0.0%N/A0.001%
11/14/2024Edgestream Partners L.P.13,171$1.30M0.1%+30.8%0.017%
11/14/2024Arete Wealth Advisors LLC20,158$1.98M0.2%-7.8%0.026%
11/14/2024Verition Fund Management LLC98,292$9.71M0.0%+18.2%0.129%
11/14/2024Captrust Financial Advisors18,252$1.80M0.0%+135.5%0.024%
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11/14/2024Rockefeller Capital Management L.P.178,503$17.64M0.0%+41.7%0.234%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank23,873$2.37M0.0%+0.6%0.031%
11/14/2024Fiduciary Trust Co44,478$4.39M0.1%-1.3%0.058%
11/14/2024RPg Family Wealth Advisory LLC17,704$1.75M0.5%+3.9%0.023%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund9,229,000$911.83M2.2%+198.6%12.108%
11/13/2024Glenmede Trust Co. NA6,893$681K0.0%+3.6%0.009%
11/13/2024Transamerica Financial Advisors Inc.6,997$692K0.1%-12.2%0.009%
11/13/2024Millrace Asset Group Inc.32,847$3.25M3.3%-6.2%0.043%
11/13/2024FMR LLC6,940$686K0.0%+13.6%0.009%
11/13/2024Quantbot Technologies LP36,631$3.62M0.1%N/A0.048%
(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, 788 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($1.21B), Healthcare of Ontario Pension Plan Trust Fund ($911.83M), Morgan Stanley ($537.35M), Avoro Capital Advisors LLC ($281.38M), Castle Hook Partners LP ($159.28M), Phoenix Holdings Ltd. ($157.09M), and Clal Insurance Enterprises Holdings Ltd ($141.28M).Learn more on XBI's institutional investors.

Which institutional investors have been buying SPDR S&P Biotech ETF stock?

Of the 648 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 ($600.63M), Healthcare of Ontario Pension Plan Trust Fund ($9.04M), 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), and Clal Insurance Enterprises Holdings Ltd ($1.43M).

How much institutional buying is happening at SPDR S&P Biotech ETF?

Institutional investors have bought a total of 653,378,584 shares in the last 24 months. This purchase volume represents approximately $54.56B in transactions.

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

Of the 461 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: Moore Capital Management LP ($2.90M), JPMorgan Chase & Co. ($2.50M), Toronto Dominion Bank ($1.93M), Avoro Capital Advisors LLC ($1.41M), Clal Insurance Enterprises Holdings Ltd ($1.22M), Two Sigma Advisers LP ($1.16M), and Healthcare of Ontario Pension Plan Trust Fund ($879K).

How much institutional selling is happening at SPDR S&P Biotech ETF?

Institutional investors have sold a total of 25,910,420 shares in the last 24 months. This volume of shares sold represents approximately $2.17B in transactions.


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This page (NYSEARCA:XBI) was last updated on 1/21/2025 by MarketBeat.com Staff
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