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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

682 managers (687 13F filers) reported a position in XBI shares at 2025-03-31, 116,436,635 shares in all. 69 filers opened a position and 120 filers sold out during the quarter.

Managers
682
13F filers
687
New
69
Added
179
Reduced
274
Sold out
120
Shares held by filers
116,436,635

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Banco Santander, S.A.in group Banco Santander, S.A.19,739$1.6M0.02%+5,21813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,894$1.59M<0.01%-1,77313F-HR/ATimelineGroup
AE Wealth Management LLC19,459$1.58M0.01%-4013F-HRTimeline
Michelson Medical Research Foundation, …19,300$1.57M1.31%-12,00013F-HRTimeline
Maven Securities LTDin group Maven Securities LTD19,106$1.55M0.34%+8,21413F-HRTimelineGroup
&PARTNERS18,243$1.54M0.02%-10413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,605$1.51M<0.01%+1,01613F-HRTimelineGroup
Legacy Bridge, LLC18,554$1.5M0.84%-60013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.20,929$1.46M<0.01%+1,47313F-HRTimelineGroup
Ballentine Partners, LLC17,771$1.44M0.02%new13F-HRTimeline
Proficio Capital Partners LLC17,783$1.44M0.11%+6,91513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC17,750$1.44M0.06%013F-HR/ATimeline
DAVIS R M INC17,667$1.43M0.03%-5,97213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC17,656$1.43M0.08%-53613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,509$1.42M0.05%+26813F-HRTimelineGroup
Biltmore Family Office, LLC17,425$1.41M0.24%-73513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD17,414$1.41M0.03%013F-HRTimelineGroup
SYON CAPITAL LLC17,223$1.4M0.11%-13,62213F-HRTimeline
5th Street Advisors, LLC17,190$1.39M0.67%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.17,096$1.39M0.63%+2,48013F-HRTimeline
GWN SECURITIES INC.17,846$1.37M0.08%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,673$1.35M0.01%+3,61613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,491$1.34M<0.01%+3,75113F-HRTimeline
Veltria Advisors Corp.16,442$1.33M0.87%013F-HRTimeline
Arkadios Wealth Advisors16,142$1.31M0.05%+9,67513F-HRTimeline
Mutual Advisors, LLC16,298$1.31M0.04%-62113F-HRTimeline
GFS Advisors, LLC16,094$1.3M0.26%-1,61213F-HRTimeline
STALEY CAPITAL ADVISERS INC16,085$1.3M0.06%-1,93013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich15,683$1.27M<0.01%+2,52913F-HR/ATimeline
SIG BROKERAGE, LP15,560$1.26M0.37%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,545$1.26M0.04%-94,10713F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC15,363$1.25M0.22%-1,22513F-HRTimeline
Parallax Volatility Advisers, L.P.15,340$1.24M0.04%-300,66613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,175$1.23M<0.01%+1,89813F-HRTimelineGroup
Ulysses Management LLC15,000$1.22M0.31%013F-HRTimeline
LJI Wealth Management, LLC14,809$1.2M0.24%+1,19513F-HRTimeline
PFG Investments, LLC14,699$1.19M0.08%-64113F-HRTimeline
Evolution Wealth Advisors, LLC14,573$1.18M0.2%-15,54513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP14,528$1.18M0.11%-5,56613F-HRTimeline
PFG Advisors14,382$1.17M0.07%-5,68113F-HRTimeline
Sanctuary Advisors, LLC14,327$1.16M0.01%-84513F-HRTimeline
MeadowBrook Investment Advisors LLC14,324$1.16M1.08%-10013F-HRTimeline
AMICA MUTUAL INSURANCE CO14,127$1.15M0.13%013F-HRTimeline
Steward Partners Investment Advisory, L…14,096$1.14M0.01%+14513F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC14,014$1.14M0.11%new13F-HRTimeline
Sharper & Granite LLC13,883$1.13M0.47%+1,83013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,868$1.12M0.02%+6,93413F-HRTimeline
Militia Capital Partners, LPin group Militia Capital Management LLC13,864$1.12M0.91%+6,20013F-HR/ATimelineGroup
Knott David M Jr13,643$1.11M0.52%+3,64313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,175$1.1M0.02%+6913F-HRTimelineGroup
NVWM, LLC13,173$1.07M0.28%+1,34413F-HRTimeline
Summit Trail Advisors, LLC12,737$1.03M0.03%+2,94113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,736$1.03M0.3%+2913F-HRTimeline
TWO SIGMA SECURITIES, LLC12,583$1.02M0.16%+4,47213F-HRTimeline
FLOW TRADERS U.S. LLC12,535$1.02M0.04%new13F-HRTimeline
Choate Investment Advisors12,507$1.01M0.03%-9,41113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC12,300$998K0.78%013F-HR/ATimeline
FFT WEALTH MANAGEMENT LLC12,275$996K0.21%-4,81613F-HRTimeline
CX Institutional12,196$989K0.04%013F-HRTimeline
Atria Wealth Solutions, Inc.12,110$982K0.01%-2,43813F-HRTimeline
LGL PARTNERS, LLC11,931$968K0.47%-6,41813F-HRTimeline
Visionary Wealth Advisors11,888$964K0.06%+1,92013F-HRTimeline
Prudent Man Advisors, LLC11,817$958K0.35%013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,800$957K0.15%-14,68013F-HRTimeline
Hennion & Walsh Asset Management, Inc.11,781$955K0.04%+7,39113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…11,629$943K0.02%-7913F-HRTimelineGroup
Advisory Services Network, LLC11,586$940K0.02%-1,90613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…11,439$928K0.04%-1,48013F-HRTimeline
Yarbrough Capital, LLC11,100$900K0.04%-26,24013F-HRTimeline
PURSUE WEALTH PARTNERS LLC10,948$888K0.54%-3,85613F-HRTimeline
Intellectus Partners, LLC10,939$887K0.22%-22513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp10,728$870K0.03%-86913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,727$870K<0.01%-13,20813F-HRTimeline
Pine Valley Investments Ltd Liability Co10,455$848K0.05%+1,61013F-HRTimeline
Greenwich Wealth Management LLC10,437$846K0.06%-53613F-HRTimeline
CERTUITY, LLC10,229$830K0.09%-93913F-HRTimeline
Dynamic Advisor Solutions LLC10,175$825K0.03%new13F-HRTimeline
D.A. DAVIDSON & CO.10,089$818K0.01%-18513F-HRTimeline
Argent Trust Co10,082$818K0.03%-14613F-HRTimeline
Wealthfront Advisers LLC10,051$815K<0.01%-1,11513F-HRTimeline
PINNACLE ASSOCIATES LTD10,026$813K0.01%-35013F-HRTimeline
Q Global Advisors, LLCin group Q Global Advisors, LLC10,000$811K0.66%+10,00013F-HRTimelineGroup
Atria Investments, Inc9,908$804K0.01%-15113F-HRTimeline
ROTHSCHILD INVESTMENT LLC9,771$792K0.05%+11613F-HRTimeline
Wealth Advisory Solutions, LLC9,701$787K0.21%+77113F-HRTimeline
Institute for Wealth Management, LLC.9,676$785K0.1%+18613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/9,630$781K<0.01%-3,29213F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC9,598$778K0.37%+75113F-HRTimeline
ADVISORY RESEARCH INC9,586$777K0.14%+2613F-HRTimeline
LM Advisors LLC9,230$749K0.13%+14213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA9,189$744K<0.01%-29,35213F-HR/ATimelineGroup
Newman Dignan & Sheerar, Inc.9,076$736K0.2%-1,67513F-HR/ATimeline
NFSG Corp8,946$725K0.18%-1,63913F-HRTimeline
Canton Hathaway, LLC8,845$717K0.14%-8,41513F-HRTimeline
Alpha Wealth Funds, LLC8,800$714K0.77%-7,20913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP8,692$705K0.01%new13F-HRTimelineGroup
Mesirow Financial Investment Management…8,612$698K0.01%-1,46913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC8,611$698K0.4%+4,25213F-HRTimeline
VISTA INVESTMENT MANAGEMENT8,547$693K0.27%-89713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,504$690K0.02%+5,30013F-HRTimelineGroup
Evercore Wealth Management, LLC8,492$689K0.01%013F-HRTimeline
Sowell Financial Services LLC8,463$686K0.03%new13F-HRTimeline
Sherman Asset Management, Inc.8,391$681K0.65%+1,14213F-HRTimeline
World Investment Advisors8,264$670K0.02%-19313F-HRTimeline
Shepherd Financial Partners LLC8,205$665K0.08%-1,01113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC8,200$665K0.01%013F-HRTimeline
Knollwood Investment Advisory, LLC8,173$663K0.07%013F-HRTimeline
B. Riley Wealth Advisors, Inc.8,069$654K0.02%-1,14213F-HRTimeline
China Universal Asset Management Co., L…8,022$651K0.06%013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,752$629K0.49%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,618$618K0.08%-1,87913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC7,571$614K0.02%-10,13013F-HRTimeline
PETRA FINANCIAL ADVISORS INC7,377$598K0.49%-1,16313F-HRTimeline
SPC Financial, Inc.7,260$589K0.05%+2,47913F-HRTimeline
Texas Yale Capital Corp.7,225$586K0.02%013F-HRTimeline
COMERICA BANK7,223$586K<0.01%-2,71613F-HRTimeline
Prime Capital Investment Advisors, LLC7,210$585K0.01%+1,58613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,124$578K<0.01%-3013F-HRTimeline
Cheviot Value Management, LLC6,885$569K0.07%new13F-HRTimeline
Bramshill Investments, LLC7,000$568K0.06%new13F-HRTimeline
Viewpoint Capital Management LLC7,000$568K0.31%+5,00013F-HRTimeline
Empirical Asset Management, LLC6,857$556K0.19%-2,45413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,853$556K0.01%-37513F-HRTimeline
Family Firm, Inc.6,797$551K0.12%013F-HRTimeline
FMR LLCin group FMR LLC6,780$550K<0.01%+9913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC6,767$549K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,763$548K0.02%+63913F-HRTimelineGroup
WEDBUSH SECURITIES INC6,677$542K0.02%+9513F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,645$539K0.36%013F-HRTimeline
Point Windward Advisors Inc.6,640$539K0.21%-1513F-HRTimeline
MAI Capital Management6,625$537K<0.01%+38613F-HRTimeline
PATTEN & PATTEN INC/TN6,556$532K0.04%+40113F-HRTimeline
Mathes Company, Inc.6,545$531K0.22%-1,10013F-HRTimeline
BigSur Wealth Management LLC6,500$527K0.14%013F-HRTimeline
SYNOVUS FINANCIAL CORP6,496$527K0.01%-9413F-HRTimeline
Cresset Asset Management, LLC6,476$525K<0.01%+3,79713F-HRTimeline
Cornerstone Wealth Management, LLC6,460$524K0.04%+68413F-HRTimeline
First Heartland Consultants, Inc.6,344$514K0.05%+16813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co6,325$513K0.12%-97513F-HRTimeline
Summit Financial, LLC6,309$512K0.01%-7313F-HRTimeline
Empire Financial Management Company, LLC6,225$505K0.16%-90013F-HRTimeline
Maxi Investments CY Ltd6,200$503K0.1%-7,03413F-HRTimeline
180 WEALTH ADVISORS, LLC6,191$502K0.08%+1,95313F-HRTimeline
Westside Investment Management, Inc.6,170$500K0.11%013F-HRTimeline
Clarius Group, LLC6,150$499K0.03%+10013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,125$497K0.04%+6213F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,016$488K-516Timeline
Quantessence Capital LLC5,995$486K0.12%-58,42613F-HRTimeline
Kingsview Wealth Management, LLC5,985$485K0.01%-36513F-HRTimeline
Fortis Advisors, LLC5,950$483K0.31%013F-HRTimeline
K.J. Harrison & Partners Inc5,800$470K0.09%-18,00013F-HRTimeline
HBK Sorce Advisory LLC5,792$470K0.01%+1,31013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5,732$465K0.05%+26713F-HRTimelineGroup
PING CAPITAL MANAGEMENT, INC.5,700$462K0.31%+2,70013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,693$462K0.05%-7,65613F-HRTimeline
CALTON & ASSOCIATES, INC.5,662$459K0.1%+17513F-HR/ATimeline
GROUP ONE TRADING LLC5,605$455K0.02%new13F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC5,585$453K<0.01%-35013F-HRTimeline
SHAKER INVESTMENTS LLC/OH5,571$452K0.22%-4,07513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,519$448K<0.01%-46113F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp5,505$446K<0.01%-4,06213F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding5,454$442K+3,066Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,415$439K<0.01%-4413F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK5,393$437K<0.01%-4,30113F-HRTimelineGroup
Blue Edge Capital, LLC5,377$436K0.07%013F-HRTimeline
CWC Advisors, LLC.5,367$435K0.25%+1,91913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,361$435K<0.01%+69913F-HRTimelineGroup
Kovack Advisors, Inc.5,359$435K0.05%-78713F-HRTimeline
Prospera Financial Services Inc5,345$434K0.01%+2,02113F-HRTimeline
Rehmann Capital Advisory Group5,291$429K0.03%013F-HRTimeline
OLD NATIONAL BANCORP /IN/5,284$429K0.01%+28513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…5,284$429K<0.01%-7,62113F-HRTimelineGroup
TIG Advisors, LLCin group TIG Advisors, LLC5,275$428K0.03%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB5,234$424K0.01%013F-HRTimeline
Advisor Resource Council5,217$423K0.03%new13F-HRTimeline
Kercheville Advisors, LLC5,205$422K0.17%-7,77013F-HRTimeline
EP Wealth Advisors, LLC5,186$421K<0.01%-34713F-HRTimeline
Alaethes Wealth, LLC5,110$414K0.15%013F-HRTimeline
Sicart Associates LLC5,103$414K0.14%-20013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,061$410K0.01%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,000$406K<0.01%013F-HRTimelineGroup
Bridgewater Advisors Inc.4,933$404K0.03%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,978$404K<0.01%+2,16713F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.4,973$403K0.07%-10513F-HRTimeline
Millennium Capital Advisors, LLC4,936$400K0.3%-1013F-HRTimeline
Ascent Capital Management, LLC4,935$400K0.4%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO4,905$398K<0.01%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,889$396K0.04%+10213F-HR/ATimeline
HEADINVEST, LLC4,882$396K0.08%-11513F-HRTimeline
Jacobi Capital Management LLC4,866$395K0.03%-11413F-HRTimeline
Snowden Capital Advisors LLC4,842$393K0.01%new13F-HRTimeline
Perkins Coie Trust Co4,827$391K0.09%-1,55013F-HRTimeline
Perigon Wealth Management, LLC4,810$390K0.01%+30013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd4,810$390K0.01%new13F-HRTimelineGroup
FineMark National Bank & Trust4,801$389K0.01%-11013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,576$386K<0.01%-19,02113F-HRTimeline
Resurgent Financial Advisors LLC4,747$385K0.23%+2,15213F-HRTimeline
HERBST GROUP, LLC4,730$384K0.27%-10013F-HRTimeline
LANARK FINANCIAL, INC.4,727$383K0.03%+4,72313F-HRTimeline
Anchor Investment Management, LLC4,694$381K0.04%-32913F-HRTimeline