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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$87.49 -0.73 (-0.83%)
Closing price 04:10 PM Eastern
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$87.56 +0.07 (+0.08%)
As of 07:59 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)
432
Total
Institutional Inflows
(last 12 months)
$4.08B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$1.14B
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XBI Institutional Buying and Selling by Quarter

SPDR S&P Biotech ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Fulcrum Capital LLC54,960$4.56M1.0%+6.0%0.101%
7/24/2025Comprehensive Money Management Services LLC4,353$361K0.3%-6.2%0.008%
7/24/2025Lmcg Investments LLC4,719$391K0.0%-82.4%0.009%
7/24/2025Robertson Stephens Wealth Management LLC4,721$392K0.0%+36.4%0.009%
7/24/2025L. Roy Papp & Associates LLP143,241$11.88M1.4%-2.2%0.265%
7/24/2025Ramirez Asset Management Inc.1,275$106K0.0%-13.6%0.002%
7/24/2025IFP Advisors Inc3,909$324K0.0%+22.8%0.007%
7/24/2025Blair William & Co. IL99,220$8.23M0.0%-27.9%0.183%
7/23/2025 Vontobel Holding Ltd.13,108$1.09M0.0%-37.4%0.024%
7/23/2025 Fortis Advisors LLC5,176$429K0.3%-13.0%0.009%
7/23/2025 High Note Wealth LLC595$49K0.0%-79.4%0.001%
7/23/2025 Kingswood Wealth Advisors LLC5,103$423K0.0%-3.9%0.009%
7/23/2025 Meitav Investment House Ltd.400,454$33.23M0.5%+2,199.6%0.733%
7/23/2025 Viewpoint Capital Management LLC10,000$829K0.4%+42.9%0.018%
7/23/2025 Prime Capital Investment Advisors LLC9,939$824K0.0%+37.9%0.018%
7/22/2025 Valley National Advisers Inc.9,069$752K0.1%-41.0%0.017%
7/22/2025 Hillcrest Wealth Advisors NY LLC19,413$1.61M0.8%-10.4%0.036%
7/22/2025 OLD National Bancorp IN61,755$5.12M0.1%+1,068.7%0.113%
7/22/2025 Highland Capital Management LLC23,741$1.97M0.1%-4.8%0.043%
7/22/2025 Firethorn Wealth Partners LLC10,213$847K0.4%+6.4%0.019%
7/21/2025 Washington Growth Strategies LLC11,516$955K0.7%+14,117.3%0.021%
7/21/2025 Ameritas Advisory Services LLC7,595$630K0.0%-28.2%0.014%
7/21/2025 Vanderbilt University158,746$13.17M2.5%N/A0.290%
7/21/2025 DHJJ Financial Advisors Ltd.301$25K0.0%N/A0.001%
7/21/2025 Abundance Wealth Counselors10,894$903K0.2%-93.9%0.020%
7/21/2025 Family CFO Inc526$44K0.0%-72.6%0.001%
7/21/2025 Ping Capital Management Inc.6,000$498K0.1%+5.3%0.011%
7/18/2025 McGuire Investment Group LLC8,306$689K0.1%-93.0%0.015%
7/18/2025 Newman Dignan & Sheerar Inc.8,581$712K0.2%-5.5%0.016%
7/18/2025 Madrona Financial Services LLC125,693$10.42M2.5%N/A0.230%
7/18/2025 SOA Wealth Advisors LLC.96,216$7.98M0.9%-9.7%0.176%
7/18/2025 Trust Co. of Vermont973$81K0.0%-63.0%0.002%
7/18/2025 PFG Investments LLC13,362$1.11M0.1%-9.1%0.024%
7/18/2025 Truist Financial Corp15,861$1.32M0.0%-24.7%0.029%
7/18/2025 Parkside Investments LLC103,991$8.62M1.2%-13.7%0.190%
7/17/2025 Janney Montgomery Scott LLC47,720$3.96M0.0%-29.5%0.081%
7/17/2025 Oakworth Capital Inc.1,426$118K0.0%-66.3%0.002%
7/17/2025 Hanson & Doremus Investment Management1,300$108K0.0%-21.5%0.002%
7/17/2025 Chatham Capital Group Inc.4,413$366K0.1%-11.3%0.008%
7/16/2025 Howard Capital Management Group LLC2,640$219K0.0%-24.7%0.004%
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7/16/2025 Meridian Investment Counsel Inc.13,206$1.10M0.3%+3.7%0.022%
7/16/2025 Investment Partners Asset Management Inc.3,257$270K0.2%+4.0%0.006%
7/16/2025 Embree Financial Group3,294$273K0.0%-23.6%0.006%
7/16/2025 Beaumont Financial Advisors LLC3,308$274K0.0%-5.7%0.006%
7/16/2025 Banque Pictet & Cie SA31,043$2.57M0.0%-8.7%0.053%
7/16/2025 Perigon Wealth Management LLC6,720$557K0.0%+39.7%0.011%
7/15/2025 McAdam LLC3,273$271K0.0%+5.1%0.006%
7/15/2025 James J. Burns & Company LLC4,084$339K0.1%+33.6%0.007%
7/15/2025 Financial Management Professionals Inc.367$30K0.0%-62.2%0.001%
7/15/2025 Fifth Third Bancorp69,944$5.80M0.0%-24.1%0.119%
7/14/2025 Wealth Advisory Solutions LLC10,250$850K0.2%+5.7%0.017%
7/14/2025 Edge Wealth Management LLC111,927$9.28M1.8%+1.3%0.192%
7/11/2025 Petredis Investment Advisors LLC55,170$4.58M0.4%+0.9%0.095%
7/11/2025 Compass Ion Advisors LLC3,727$309K0.0%+3.9%0.006%
7/11/2025 Coastwise Capital Group LLC3,651$303K0.2%-8.1%0.006%
7/11/2025 Farther Finance Advisors LLC7,082$587K0.0%+574.5%0.012%
7/11/2025 Adirondack Trust Co.505$42K0.0%-57.9%0.001%
7/11/2025 Weatherly Asset Management L. P.156,499$12.98M1.1%-0.4%0.269%
7/11/2025 Shelton Wealth Management LLC10,668$885K0.4%+23.9%0.018%
7/10/2025 Perkins Coie Trust Co4,377$363K0.1%-9.3%0.008%
7/10/2025 CWC Advisors LLC.5,550$460K0.2%+3.4%0.010%
7/10/2025 Wealth Enhancement Advisory Services LLC100,986$8.61M0.0%-14.0%0.174%
7/10/2025 American Financial Advisors LLC46,061$3.82M0.5%-2.9%0.079%
7/9/2025 Breakwater Capital Group11,161$926K0.2%+172.7%0.019%
7/9/2025 Fiduciary Alliance LLC4,360$362K0.0%+8.0%0.008%
7/8/2025 Parallel Advisors LLC25,129$2.08M0.0%-8.4%0.043%
7/7/2025 Salem Investment Counselors Inc.4,176$346K0.0%-9.2%0.007%
7/2/2025 Marotta Asset Management74,706$6.20M1.2%+20.6%0.126%
7/1/2025 Harbor Investment Advisory LLC600$50K0.0%-48.3%0.001%
6/23/2025 Swedbank AB170,643$13.84M0.0%-26.2%0.288%
6/18/2025Voya Investment Management LLC227,917$18.48M0.0%-27.0%0.385%
6/17/2025Howe & Rusling Inc.386$31K0.0%-25.6%0.001%
6/3/2025Invst LLC3,192$259K0.0%-9.6%0.005%
5/28/2025Strs Ohio342,800$27.80M0.1%N/A0.544%
5/23/2025Strategic Financial Services Inc.262,569$21.29M1.2%+5.7%0.417%
5/21/2025 McAdam LLC3,114$253K0.0%-51.4%0.005%
5/20/2025Focus Partners Wealth32,958$2.67M0.0%-13.4%0.052%
5/20/2025Integrity Alliance LLC.2,913$236K0.0%N/A0.005%
5/20/2025Anchor Investment Management LLC4,694$381K0.0%-6.5%0.007%
5/19/2025SCS Capital Management LLC22,627$1.84M0.0%N/A0.036%
5/16/2025CTC Alternative Strategies Ltd.2,944$239K0.3%N/A0.005%
5/16/2025Jones Financial Companies Lllp83,050$6.74M0.0%+301.8%0.132%
5/16/2025Tamar Securities LLC49,083$3.98M0.5%+15.2%0.078%
5/16/2025NewEdge Advisors LLC37,152$3.01M0.0%+4.2%0.059%
5/16/2025Integrated Wealth Concepts LLC34,905$2.83M0.0%+28.7%0.055%
5/16/2025Clark Capital Management Group Inc.35,267$2.86M0.0%N/A0.056%
5/16/2025AQR Capital Management LLC4,978$404K0.0%+77.1%0.008%
5/16/20255th Street Advisors LLC17,190$1.39M0.7%N/A0.027%
5/15/2025Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.26,626$2.16M0.3%+13.6%0.042%
5/15/2025Chiron Capital Management LLC83,895$6.80M6.2%-3.8%0.133%
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5/15/2025EP Wealth Advisors LLC5,186$421K0.0%-6.3%0.008%
5/15/2025LGL Partners LLC11,931$968K0.5%-35.0%0.019%
5/15/2025Michelson Medical Research Foundation Inc.19,300$1.57M1.3%-38.3%0.031%
5/15/2025TIG Advisors LLC5,275$428K0.0%N/A0.008%
5/15/2025Flputnam Investment Management Co.22,361$1.81M0.0%-44.3%0.035%
5/15/2025Calton & Associates Inc.5,662$459K0.1%+3.2%0.009%
5/15/2025DAFNA Capital Management LLC404,505$32.81M9.3%+1.8%0.642%
5/15/2025Titleist Asset Management LLC5,693$462K0.1%-57.4%0.009%
5/15/2025Baird Financial Group Inc.50,691$4.11M0.0%-23.8%0.080%
5/15/2025GKV Capital Management Co. Inc.1,902$154K0.0%N/A0.003%
(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, 813 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were Goldman Sachs Group Inc. ($1.10B), Healthcare of Ontario Pension Plan Trust Fund ($911.83M), JPMorgan Chase & Co. ($840.98M), Morgan Stanley ($537.35M), Avoro Capital Advisors LLC ($281.38M), Demars Financial Group LLC ($252.49M), and Castle Hook Partners LP ($159.28M).Learn more on SPDR S&P Biotech ETF's institutional investors.

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

Of the 643 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. ($12.34M), Healthcare of Ontario Pension Plan Trust Fund ($9.04M), Avoro Capital Advisors LLC ($4.44M), Goldman Sachs Group Inc. ($3.35M), Demars Financial Group LLC ($3.11M), Migdal Insurance & Financial Holdings Ltd. ($2.46M), and Simplex Trading LLC ($1.97M).

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

Institutional investors have bought a total of 46,364,672 shares in the last 24 months. This purchase volume represents approximately $4.08B in transactions.

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

Of the 363 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: Avoro Capital Advisors LLC ($1.27M), Clal Insurance Enterprises Holdings Ltd ($1.18M), Brevan Howard Capital Management LP ($1.05M), Two Sigma Advisers LP ($780.40K), Brown Advisory Inc. ($724.23K), D. E. Shaw & Co. Inc. ($629.38K), and Assetmark Inc. ($588.53K).

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

Institutional investors have sold a total of 12,693,586 shares in the last 24 months. This volume of shares sold represents approximately $1.14B in transactions.



This page (NYSEARCA:XBI) was last updated on 7/24/2025 by MarketBeat.com Staff
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