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SPDR S&P Biotech ETF (XBI) Institutional Ownership

SPDR S&P Biotech ETF logo
$91.28 +1.47 (+1.64%)
(As of 12/20/2024 05:31 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
407
Total
Institutional Inflows
(last 12 months)
$2.35B
Number of
Institutional Sellers
(last 12 months)
278
Total
Institutional Outflows
(last 12 months)
$778.12M
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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
12/13/2024 B. Riley Wealth Advisors Inc.14,018$1.37M0.0%-18.8%0.018%
11/27/2024 Franklin Resources Inc.79,989$7.93M0.0%+0.1%0.105%
11/26/2024 Peapack Gladstone Financial Corp9,363$925K0.0%-7.2%0.012%
11/25/2024 Synovus Financial Corp9,391$928K0.0%+110.9%0.012%
11/25/2024 Sanctuary Advisors LLC15,166$1.46M0.0%+12.7%0.020%
11/25/2024 Pine Valley Investments Ltd Liability Co10,387$1.03M0.1%+33.0%0.014%
11/21/2024 Anchor 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%
11/19/2024 Invst LLC2,807$277K0.0%+6.0%0.004%
11/18/2024 Toronto Dominion Bank20,014$1.98M0.0%-8.0%0.026%
11/18/2024 Empire Financial Management Company LLC20,007$1.98M0.6%+3.2%0.026%
11/15/2024 Continuum Advisory LLC33,029$3.20M0.4%+4.5%0.043%
11/15/2024 Nomura Asset Management Co. Ltd.14,592$1.44M0.0%N/A0.019%
11/15/2024 MML Investors Services LLC53,317$5.27M0.0%-3.3%0.070%
11/15/2024 Headinvest LLC4,762$470K0.1%+8.2%0.006%
11/15/2024 Main Management LLC66,560$6.58M0.5%-74.0%0.087%
11/15/2024 National Bank of Canada FI15,986$1.58M0.0%+11.0%0.021%
11/15/2024 Castleark Management LLC115,580$11.42M0.5%+130.7%0.152%
11/15/2024 Glen Eagle Advisors LLC19,176$1.90M0.3%-1.8%0.025%
11/15/2024 EP Wealth Advisors LLC5,015$495K0.0%-15.4%0.007%
11/15/2024 Insigneo Advisory Services LLC2,751$272K0.0%+12.6%0.004%
11/15/2024 Kovitz Investment Group Partners LLC56,878$5.56M0.0%+0.4%0.075%
11/15/2024 Wellington Management Group LLP52,561$5.19M0.0%+66.8%0.069%
11/15/2024 Two Sigma Advisers LP187,900$18.57M0.0%-80.6%0.247%
11/15/2024 Stevens Capital Management LP17,022$1.68M0.2%N/A0.022%
11/15/2024 Stifel Financial Corp288,109$28.47M0.0%+20.8%0.378%
11/15/2024 Resurgent Financial Advisors LLC4,917$486K0.3%-6.5%0.006%
11/15/2024 Miller Investment Management LP3,435$339K0.0%-47.8%0.005%
11/15/2024 IHT Wealth Management LLC127,873$12.59M0.4%+90.8%0.168%
11/15/2024 Integrated Wealth Concepts LLC21,424$2.12M0.0%-33.9%0.028%
11/15/2024 IronBridge Private Wealth LLC69,238$6.84M2.6%-5.6%0.091%
11/15/2024 Janus Henderson Group PLC97,170$9.60M0.0%-44.6%0.127%
11/15/2024 Hollow Brook Wealth Management LLC21,669$2.14M0.6%+4.9%0.028%
11/15/2024 Ascent Group LLC7,935$784K0.1%N/A0.010%
11/15/2024 Benjamin Edwards Inc.2,475$245K0.0%N/A0.003%
11/15/2024 Atom Investors LP34,775$3.44M0.4%-65.4%0.046%
11/15/2024 Alerus Financial NA34,314$3.39M0.2%-1.0%0.045%
11/15/2024 Point72 Hong Kong Ltd3,000$296K0.0%N/A0.004%
11/15/2024 FSA Wealth Management LLC749$74K0.0%N/A0.001%
11/14/2024 Edgestream Partners L.P.13,171$1.30M0.1%+30.8%0.017%
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11/14/2024 Arete Wealth Advisors LLC20,158$1.98M0.2%-7.8%0.026%
11/14/2024 Verition Fund Management LLC98,292$9.71M0.0%+18.2%0.129%
11/14/2024 Captrust Financial Advisors18,252$1.80M0.0%+135.5%0.024%
11/14/2024 Rockefeller Capital Management L.P.178,503$17.64M0.0%+41.7%0.234%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank23,873$2.37M0.0%+0.6%0.031%
11/14/2024 Fiduciary Trust Co44,478$4.39M0.1%-1.3%0.058%
11/14/2024 RPg Family Wealth Advisory LLC17,704$1.75M0.5%+3.9%0.023%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund9,229,000$911.83M2.2%+198.6%12.108%
11/13/2024 Glenmede Trust Co. NA6,893$681K0.0%+3.6%0.009%
11/13/2024 Transamerica Financial Advisors Inc.6,997$692K0.1%-12.2%0.009%
11/13/2024 Millrace Asset Group Inc.32,847$3.25M3.3%-6.2%0.043%
11/13/2024 FMR LLC6,940$686K0.0%+13.6%0.009%
11/13/2024 Quantbot Technologies LP36,631$3.62M0.1%N/A0.048%
11/13/2024 Private Trust Co. NA2,916$288K0.0%+476.3%0.004%
11/13/2024 Canton Hathaway LLC18,945$1.87M0.5%+7.4%0.025%
11/13/2024 DRW Securities LLC42,719$4.22M0.1%+186.1%0.056%
11/13/2024 Davis R M Inc.26,498$2.62M0.1%-7.3%0.035%
11/12/2024 Summit Trail Advisors LLC12,548$1.24M0.0%-16.6%0.016%
11/12/2024 Centaurus Financial Inc.4,215$416K0.0%N/A0.006%
11/12/2024 Swedbank AB231,201$22.84M0.0%N/A0.303%
11/12/2024 Penserra Capital Management LLC41,296$4.08M0.1%-3.6%0.054%
11/12/2024 Kingsview Wealth Management LLC3,962$391K0.0%+8.2%0.005%
11/12/2024 Cerity Partners LLC15,999$1.58M0.0%-3.4%0.021%
11/12/2024 Great Valley Advisor Group Inc.3,414$337K0.0%+28.0%0.004%
11/12/2024 GenTrust LLC189,570$18.73M0.9%-0.5%0.249%
11/12/2024 Clal Insurance Enterprises Holdings Ltd1,430,000$141.28M1.2%N/A1.876%
11/12/2024 Nwam LLC14,926$1.48M0.1%N/A0.020%
11/12/2024 Biltmore Family Office LLC19,156$1.89M0.3%+5.6%0.025%
11/12/2024 Banco Santander S.A.14,485$1.43M0.0%-3.6%0.019%
11/8/2024 King Luther Capital Management Corp4,504$445K0.0%-2.8%0.006%
11/8/2024 Moors & Cabot Inc.4,637$458K0.0%-33.2%0.006%
11/8/2024 Howe & Rusling Inc.500$49K0.0%N/A0.001%
11/8/2024 Commerce Bank3,155$312K0.0%-12.2%0.004%
11/8/2024 PNC Financial Services Group Inc.76,615$7.57M0.0%-5.4%0.101%
11/8/2024 Banque Cantonale Vaudoise1,253$124K0.0%-91.5%0.002%
11/8/2024 Prospera Financial Services Inc3,224$319K0.0%-34.2%0.004%
11/7/2024 Whalen Wealth Management Inc.2,285$226K0.2%-89.2%0.003%
11/7/2024 Tidemark LLC395$39K0.0%+101.5%0.001%
11/7/2024 WP Advisors LLC3,092$305K0.1%-77.2%0.004%
11/7/2024 Prudent Man Advisors LLC13,155$1.30M0.4%+15.6%0.017%
11/7/2024 S&CO Inc.164,875$16.29M1.1%+0.9%0.216%
11/7/2024 Thrivent Financial for Lutherans513,586$50.74M0.1%-16.4%0.674%
11/6/2024 Adero Partners LLC2,100$207K0.0%N/A0.003%
11/6/2024 Beaton Management Co. Inc.2,150$212K0.1%N/A0.003%
11/6/2024 Mill Creek Capital Advisors LLC6,985$690K0.0%-28.1%0.009%
11/6/2024 LJI Wealth Management LLC19,855$1.96M0.4%-2.6%0.026%
11/6/2024 Mirae Asset Securities USA Inc.900,000$88.92M3.6%+50.0%1.181%
11/6/2024 Evolution Wealth Advisors LLC30,113$2.98M0.5%-0.7%0.040%
11/6/2024 Koa Wealth Management LLC9,223$911K0.7%-8.5%0.012%
11/6/2024 Meridian Investment Counsel Inc.13,777$1.36M0.4%-11.3%0.018%
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11/6/2024 Seelaus Asset Management LLC5,022$496K0.5%-4.1%0.007%
11/6/2024 Signature Estate & Investment Advisors LLC2,336$231K0.0%+5.7%0.003%
11/6/2024 Dearborn Partners LLC2,705$267K0.0%+10.9%0.004%
11/6/2024 Intellectus Partners LLC10,739$1.06M0.3%-5.2%0.014%
11/6/2024 Omnia Family Wealth LLC87,600$8.66M3.7%-0.7%0.115%
11/6/2024 MeadowBrook Investment Advisors LLC14,905$1.47M1.3%-1.7%0.020%
11/6/2024 Sivik Global Healthcare LLC300,000$29.64M12.5%N/A0.394%
11/6/2024 Pier 88 Investment Partners LLC2,500$247K0.1%N/A0.003%
11/6/2024 Kovack Advisors Inc.4,549$449K0.0%-13.4%0.006%
11/6/2024 Oppenheimer & Co. Inc.85,068$8.41M0.1%+13.6%0.112%
(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, 786 institutional investors and hedge funds held shares of SPDR S&P Biotech ETF. The most heavily invested institutionals were Healthcare of Ontario Pension Plan Trust Fund ($911.83M), Morgan Stanley ($537.35M), JPMorgan Chase & Co. ($423.01M), 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 653,572,341 shares in the last 24 months. This purchase volume represents approximately $54.58B in transactions.

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

Of the 459 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. ($2.45M), 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 25,289,617 shares in the last 24 months. This volume of shares sold represents approximately $2.11B in transactions.



This page (NYSEARCA:XBI) was last updated on 12/21/2024 by MarketBeat.com Staff
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