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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$76.54 +2.21 (+2.97%)
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)
441
Total
Institutional Inflows
(last 12 months)
$2.73B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$1.05B
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XBI Institutional Buying and Selling by Quarter

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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
4/14/2025CMH Wealth Management LLC37,949$3.08M0.8%-0.5%0.060%
4/14/2025Sherman Asset Management Inc.8,391$681K0.7%+15.8%0.013%
4/14/2025Park Avenue Securities LLC3,309$268K0.0%N/A0.005%
4/14/2025OLD National Bancorp IN5,284$429K0.0%+5.7%0.008%
4/14/2025SOA Wealth Advisors LLC.106,571$8.64M1.0%+42,190.1%0.169%
4/14/2025Yarbrough Capital LLC11,100$900K0.0%-70.3%0.018%
4/14/2025Eagle Wealth Strategies LLC2,781$226K0.1%-5.9%0.004%
4/11/2025Perkins Coie Trust Co4,827$391K0.1%-24.3%0.008%
4/11/2025Intellectus Partners LLC10,939$887K0.2%-2.0%0.017%
4/11/2025Edge Wealth Management LLC110,468$8.96M1.8%+2.6%0.175%
4/10/2025 Breakwater Capital Group4,093$332K0.1%-22.3%0.006%
4/10/2025 Lmcg Investments LLC26,819$2.18M0.1%N/A0.043%
4/10/2025 L. Roy Papp & Associates LLP146,477$11.88M1.5%-3.0%0.232%
4/10/2025 Firethorn Wealth Partners LLC9,598$778K0.4%+8.5%0.015%
4/10/2025 Alpha Wealth Funds LLC8,800$714K0.7%-45.0%0.014%
4/10/2025 Hennion & Walsh Asset Management Inc.11,781$955K0.0%+168.4%0.019%
4/9/2025 Bourgeon Capital Management LLC2,822$229K0.0%+6.1%0.004%
4/9/2025 Harbor Investment Advisory LLC1,160$94K0.0%-78.7%0.002%
4/9/2025 Arlington Financial Advisors LLC22,685$1.84M0.3%+0.8%0.036%
4/9/2025 NBC Securities Inc.4,727$383K0.0%+118,075.0%0.007%
4/9/2025 Fiduciary Alliance LLC4,037$327K0.0%-10.7%0.006%
4/9/2025 180 Wealth Advisors LLC6,191$502K0.1%+46.1%0.010%
4/8/2025 Fulcrum Capital LLC51,838$4.20M0.9%+4.4%0.082%
4/8/2025 Global Financial Private Client LLC718$58K0.0%-92.3%0.001%
4/8/2025 Parallel Advisors LLC27,427$2.22M0.0%-35.6%0.043%
4/7/2025 GAMMA Investing LLC21,086$1.71M0.0%+6,251.2%0.033%
4/2/2025 Marotta Asset Management61,930$5.02M1.0%-2.0%0.098%
3/24/2025Wellington Management Group LLP65,250$5.88M0.0%+24.1%0.101%
3/17/2025Wealth Enhancement Advisory Services LLC118,847$10.70M0.0%+0.2%0.183%
3/7/2025 Alpha Wealth Funds LLC16,009$1.44M1.4%N/A0.024%
3/6/2025Arcadia Wealth Management Inc.32,701$2.95M2.5%N/A0.050%
3/4/2025Comprehensive Money Management Services LLC4,537$409K0.3%N/A0.007%
2/28/2025Park Square Financial Group LLC1,081$97K0.1%N/A0.002%
2/28/2025Employees Retirement System of Texas877,272$79.01M0.7%+33.6%1.330%
2/26/2025LM Advisors LLC9,088$818K0.1%+2.9%0.012%
2/25/2025Heck Capital Advisors LLC924$83K0.0%N/A0.001%
2/25/2025B. Riley Wealth Advisors Inc.9,211$830K0.0%-34.3%0.012%
2/25/2025Shufro Rose & Co. LLC2,950$266K0.0%-40.0%0.004%
2/19/2025Invst LLC3,532$318K0.0%+25.8%0.005%
2/18/2025GTS Securities LLC68,932$6.21M0.3%-193.7%0.090%
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2/18/2025Alpine Global Management LLC8,268$745K0.2%N/A0.011%
2/18/2025Pettinga Financial Advisors LLC28,905$2.60M0.6%+12.9%0.038%
2/18/2025Headinvest LLC4,997$450K0.1%+4.9%0.007%
2/18/2025Castleark Management LLC98,850$8.90M0.3%-14.5%0.130%
2/18/2025First Heartland Consultants Inc.6,176$556K0.1%-13.4%0.008%
2/18/2025Continuum Advisory LLC1,576$142K0.0%-95.2%0.002%
2/18/2025Glen Eagle Advisors LLC20,830$1.88M0.3%+8.6%0.027%
2/17/2025Ulysses Management LLC15,000$1.35M0.2%-30.2%0.020%
2/17/2025Vista Investment Management9,444$851K0.3%-11.3%0.012%
2/17/2025WS Management Lllp100,000$9.01M0.8%-23.1%0.131%
2/17/2025Williams Jones Wealth Management LLC.81,470$7.34M0.1%-42.0%0.107%
2/17/2025Visionary Wealth Advisors9,968$898K0.1%+3.9%0.013%
2/17/2025TrinityPoint Wealth LLC19,701$1.77M0.2%+1.2%0.026%
2/17/2025Toronto Dominion Bank39,694$3.58M0.0%+98.3%0.052%
2/17/2025Main Management LLC46,230$4.16M0.3%-30.5%0.061%
2/17/2025OMERS ADMINISTRATION Corp43,800$3.95M0.0%+41.7%0.057%
2/17/2025Orbimed Advisors LLC372,000$33.50M0.7%N/A0.488%
2/17/2025Maven Securities LTD10,892$981K0.0%-102.4%0.014%
2/17/2025Lazard Asset Management LLC7,264$654K0.0%-4.8%0.010%
2/17/2025Letko Brosseau & Associates Inc.42,950$3.87M0.1%-10.4%0.056%
2/17/2025Iron Triangle Partners LP250,000$22.52M2.5%N/A0.328%
2/17/2025Janus Henderson Group PLC89,122$8.03M0.0%-8.3%0.117%
2/17/2025Focus Partners Wealth38,038$3.43M0.0%+43.3%0.050%
2/17/2025Fiduciary Trust Co43,931$3.96M0.1%-1.2%0.058%
2/17/2025Family Management Corp2,064$186K0.0%-35.0%0.003%
2/17/2025FWL Investment Management LLC6,513$587K0.2%-94.6%0.009%
2/17/2025Coastal Bridge Advisors LLC13,166$1.19M0.3%-6.6%0.017%
2/17/2025D. E. Shaw & Co. Inc.373,427$33.63M0.0%-62.8%0.490%
2/17/2025DAFNA Capital Management LLC397,505$35.80M9.1%-1.0%0.522%
2/17/2025Dimension Capital Management LLC17,287$1.56M0.3%+4.6%0.023%
2/17/2025EP Wealth Advisors LLC5,533$498K0.0%+10.3%0.007%
2/17/2025EPG Wealth Management LLC916$83K0.0%+37.5%0.001%
2/17/2025CoreCap Advisors LLC1,162$105K0.0%-20.5%0.002%
2/17/2025Cresset Asset Management LLC2,679$241K0.0%-35.0%0.004%
2/17/2025Cetera Investment Advisers148,726$13.39M0.0%-2.4%0.195%
2/17/2025BOKF NA640$57K0.0%-23.8%0.001%
2/17/2025Blackstone Inc.211,840$19.08M0.1%+107.6%0.278%
2/17/2025Brevan Howard Capital Management LP22,764$2.05M0.0%-97.9%0.030%
2/17/2025Capstone Investment Advisors LLC12,905$1.16M0.0%-82.8%0.017%
2/17/2025Captrust Financial Advisors23,935$2.16M0.0%+31.1%0.031%
2/17/2025Cary Street Partners Financial LLC6,287$566K0.0%N/A0.008%
2/17/2025Brown Advisory Inc.328,220$29.56M0.0%-67.7%0.431%
2/17/2025Baird Financial Group Inc.66,510$5.99M0.0%+9.5%0.087%
2/17/2025Bayesian Capital Management LP21,100$1.90M0.2%N/A0.028%
2/17/2025Bearing Point Capital LLC58,024$5.23M1.1%N/A0.076%
2/17/2025Ameriprise Financial Inc.751,090$67.64M0.0%-11.4%0.985%
2/17/2025Aptus Capital Advisors LLC466$42K0.0%-33.5%0.001%
2/17/2025Ancora Advisors LLC657$59K0.0%-26.8%0.001%
2/17/2025Asset Management Group Inc.23,648$2.13M0.4%-2.1%0.031%
2/17/2025Accredited Wealth Management LLC795$72K0.1%N/A0.001%
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2/17/2025AlTi Global Inc.3,071$277K0.0%-15.4%0.004%
2/14/2025Mercer Global Advisors Inc. ADV12,740$1.15M0.0%+14.9%0.017%
2/14/2025BlueCrest Capital Management Ltd1,532,882$138.05M3.9%N/A2.011%
2/14/2025RA Capital Management L.P.1,228,240$110.62M1.5%N/A1.611%
2/14/2025Itau Unibanco Holding S.A.13,022$1.17M0.0%N/A0.017%
2/14/2025Rehmann Capital Advisory Group5,291$477K0.0%+7.0%0.007%
2/14/2025Comerica Bank9,939$895K0.0%-3.3%0.013%
2/14/2025Schonfeld Strategic Advisors LLC7,155$644K0.0%-106.6%0.009%
2/14/2025Paloma Partners Management Co1,060$95K0.0%-90.5%0.001%
2/14/2025Northern Trust Corp13,277$1.20M0.0%-55.8%0.017%
(Data available from 1/1/2016 forward)

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XBI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XBI shares?

During the previous two years, 823 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), Demars Financial Group LLC ($280.31M), Castle Hook Partners LP ($159.28M), and Phoenix Holdings Ltd. ($157.09M).Learn more on XBI's institutional investors.

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

Of the 663 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), Demars Financial Group LLC ($3.11M), BlueCrest Capital Management Ltd ($1.53M), Mirae Asset Securities USA Inc. ($1.50M), and Migdal Insurance & Financial Holdings Ltd. ($1.46M).

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

Institutional investors have bought a total of 651,691,224 shares in the last 24 months. This purchase volume represents approximately $54.50B in transactions.

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

Of the 485 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), Clal Insurance Enterprises Holdings Ltd ($2.12M), Avoro Capital Advisors LLC ($1.41M), Brevan Howard Capital Management LP ($1.05M), Brown Advisory Inc. ($1.04M), 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 29,004,963 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.


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This page (NYSEARCA:XBI) was last updated on 4/14/2025 by MarketBeat.com Staff
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