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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

807 managers (817 13F filers) reported a position in XBI shares at 2026-03-31, 131,295,147 shares in all. 94 filers opened a position and 97 filers sold out during the quarter.

Managers
807
13F filers
817
New
94
Added
251
Reduced
242
Sold out
97
Shares held by filers
131,295,147

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
HARBOUR INVESTMENTS, INC.19,151$2.45M0.04%+18,13413F-HRTimeline
Empire Financial Management Company, LLC19,125$2.44M0.55%+75013F-HRTimeline
Argyle Capital Partners, LLC19,064$2.44M1.75%-1,64813F-HRTimeline
Hollow Brook Wealth Management LLC18,688$2.39M0.61%-15813F-HRTimeline
Sage Capital Management, LLC18,569$2.37M1.12%-10413F-HRTimeline
5th Street Advisors, LLC18,565$2.37M1.03%+19813F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC18,249$2.33M0.13%-57513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…18,092$2.31M0.07%-10,62613F-HR/ATimelineGroup
STALEY CAPITAL ADVISERS INC18,065$2.31M0.1%+3,70013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,771$2.27M<0.01%+6,04613F-HRTimelineGroup
DAYMARK WEALTH PARTNERS, LLC17,750$2.27M0.07%013F-HRTimeline
IFP Advisors, Inc17,602$2.25M0.05%+11,04913F-HRTimeline
Breakwater Capital Group17,247$2.2M0.29%+47613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,948$2.16M0.17%+78313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp16,849$2.15M0.04%-7,64413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS16,490$2.11M<0.01%+5,51313F-HRTimeline
Patriot Financial Group Insurance Agenc…16,322$2.08M0.12%+8,86113F-HRTimeline
Wealthfront Advisers LLC16,141$2.06M<0.01%+1,99013F-HRTimeline
Kassira Wealth Management LLC15,875$2.03M1.86%-6813F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A15,856$2.03M0.01%-15,58213F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC15,532$1.98M0.34%+1,23013F-HRTimeline
Steward Partners Investment Advisory, L…15,316$1.96M0.01%-64013F-HRTimeline
Sigma Planning Corp15,203$1.94M0.05%-5,28513F-HRTimeline
Prospera Financial Services Inc15,137$1.93M0.03%+3,26013F-HRTimeline
Knott David M Jr15,000$1.92M1.14%+2,00013F-HRTimeline
Ulysses Management LLC15,000$1.92M0.72%013F-HRTimeline
Investment Research Partners LLC14,963$1.91M0.78%-38913F-HRTimeline
Sava Infond d.o.o.14,640$1.87M0.27%+10,94013F-HRTimeline
Parallax Volatility Advisers, L.P.13,634$1.86M0.08%+13,63313F-HRTimeline
Sanctuary Advisors, LLC14,486$1.85M0.01%-45413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,350$1.83M<0.01%+1,15713F-HRTimeline
LJI Wealth Management, LLC14,280$1.82M0.29%-4013F-HRTimeline
Biltmore Family Office, LLC14,226$1.82M0.25%-17613F-HRTimeline
AMICA MUTUAL INSURANCE CO14,127$1.8M0.15%013F-HRTimeline
DV Trading LLC14,074$1.8M0.16%+12,67313F-HRTimeline
SYON CAPITAL LLC14,032$1.79M0.09%-3,06413F-HRTimeline
Mutual Advisors, LLC13,944$1.78M0.04%-13913F-HRTimeline
GFS Advisors, LLC13,873$1.77M0.23%-2,89413F-HR/ATimeline
WESPAC Advisors SoCal, LLC13,858$1.77M0.38%+8,81613F-HRTimeline
HARTLINE INVESTMENT CORP/13,797$1.76M0.19%+36013F-HRTimeline
Wealth Advisory Solutions, LLC13,772$1.76M0.39%-26013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,757$1.76M0.13%new13F-HRTimelineGroup
PFG Investments, LLC13,659$1.74M0.08%-74513F-HRTimeline
NVWM, LLC13,654$1.74M0.39%+3513F-HRTimeline
Balefire, LLC13,637$1.74M0.33%+17813F-HRTimeline
Legacy Wealth Partners, LLC13,595$1.74M0.44%-1,70513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO13,517$1.73M0.03%-18913F-HRTimeline
Quarry LP13,318$1.7M0.34%+31013F-HRTimeline
Evolution Wealth Advisors, LLC13,189$1.68M0.17%013F-HRTimeline
DAVENPORT & Co LLC13,184$1.68M0.01%+2,64813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC12,900$1.65M0.19%013F-HRTimeline
Parcion Private Wealth LLC12,854$1.64M0.1%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,500$1.6M0.06%013F-HRTimelineGroup
EFG International AGin group EFG International AG12,480$1.59M0.03%+10013F-HRTimelineGroup
Choate Investment Advisors12,471$1.59M0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD12,266$1.57M0.02%+50013F-HRTimeline
SCS Capital Management LLC12,257$1.57M0.02%+18713F-HRTimeline
LYELL WEALTH MANAGEMENT, LP12,208$1.56M0.11%+7,36013F-HRTimeline
Advisory Services Network, LLC12,181$1.56M0.02%-3,88313F-HRTimeline
Bramshill Investments, LLC12,000$1.53M0.13%+3,50013F-HRTimeline
Gateway Wealth Partners, LLC11,938$1.52M0.06%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding11,874$1.52M-3,423Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,850$1.51M<0.01%+1,53613F-HRTimelineGroup
Ehrenkranz Partners L.P.11,762$1.5M1.19%new13F-HRTimeline
Dynamic Advisor Solutions LLC11,754$1.5M0.05%+16113F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC12,300$1.5M1.12%013F-HRTimeline
Pine Valley Investments Ltd Liability Co11,548$1.48M0.07%+1,38213F-HRTimeline
Farther Finance Advisors, LLC11,387$1.46M0.01%+2,00813F-HRTimeline
Legacy Bridge, LLC11,209$1.43M0.55%-9013F-HRTimeline
MeadowBrook Investment Advisors LLC11,204$1.43M1.27%-2,16013F-HRTimeline
Krilogy Financial LLC10,391$1.41M0.05%-50,71613F-HRTimeline
ADVISORY RESEARCH INC10,981$1.4M0.17%-28813F-HRTimeline
Compound Planning, Inc.10,889$1.39M0.04%+7513F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…10,867$1.39M2.58%013F-HRTimeline
Encore Global Management, LP10,800$1.38M0.96%13F-HRTimeline
Prime Capital Investment Advisors, LLC10,650$1.36M0.02%+2313F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,588$1.35M0.05%-1,22113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich10,354$1.32M<0.01%-2,35213F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC10,221$1.31M0.85%-69013F-HRTimeline
Institute for Wealth Management, LLC.10,217$1.31M0.14%+43313F-HRTimeline
Maxi Investments CY Ltd10,200$1.3M0.28%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,135$1.29M0.06%+1,45813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,127$1.29M0.01%+10513F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC10,118$1.29M0.47%-4913F-HRTimeline
Intellectus Partners, LLC10,089$1.29M0.26%-20013F-HRTimeline
DELTEC ASSET MANAGEMENT LLC10,000$1.28M0.23%013F-HRTimeline
Summit Trail Advisors, LLC9,947$1.27M0.02%013F-HRTimeline
FMR LLCin group FMR LLC9,798$1.25M<0.01%+1,32613F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC9,610$1.23M0.54%-92713F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…9,608$1.23M0.02%+18413F-HRTimelineGroup
First Heartland Consultants, Inc.9,581$1.22M0.09%+1,03113F-HRTimeline
Algorithmic Investment Models, LLC9,476$1.21M1.49%+1,93513F-HRTimeline
Byrne Asset Management LLC9,230$1.18M0.69%+3,83113F-HRTimeline
J.W. COLE ADVISORS, INC.9,056$1.16M0.04%-1,44713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…9,000$1.15M0.1%-1,85413F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC8,924$1.14M0.03%new13F-HRTimeline
111 Capital8,890$1.14M0.28%new13F-HRTimeline
Greenwich Wealth Management LLC8,881$1.13M0.05%-48013F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,878$1.13M0.22%013F-HRTimeline
Snowden Capital Advisors LLC8,850$1.13M0.03%-71113F-HRTimeline
180 WEALTH ADVISORS, LLC8,809$1.13M0.13%+1813F-HRTimeline
CDKV HOLDINGS LLC8,763$1.12M0.98%+39513F-HRTimeline
DAVIS R M INC8,690$1.11M0.02%-65213F-HRTimeline
INVESTED ADVISORS8,678$1.11M1.12%-21013F-HRTimeline
Jessup Wealth Management, Inc8,617$1.1M0.4%-1813F-HRTimeline
VestGen Advisors, LLC8,088$1.09M0.03%+5,75013F-HRTimeline
Kingsview Wealth Management, LLC8,539$1.09M0.01%+2,69513F-HRTimeline
Newman Dignan & Sheerar, Inc.8,537$1.09M0.23%-9513F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC8,536$1.09M0.08%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,524$1.09M0.06%-9013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV8,521$1.09M0.93%+5613F-HRTimeline
IHT Wealth Management, LLC8,503$1.09M0.03%-18,09413F-HRTimeline
Argent Trust Co8,497$1.09M0.04%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,482$1.08M0.03%-89213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,244$1.05M<0.01%+1,17013F-HRTimelineGroup
Atria Investments, Inc8,240$1.05M0.01%+1,03913F-HRTimeline
VALLEY NATIONAL ADVISERS INC8,238$1.05M0.14%-14413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,207$1.05M0.05%+1,89013F-HRTimeline
Fort Sheridan Advisors LLC8,193$1.05M0.13%+2,96913F-HRTimeline
D.A. DAVIDSON & CO.8,128$1.04M0.01%-42413F-HRTimeline
Cornerstone Wealth Management, LLC8,072$1.03M0.05%+34513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC8,000$1.02M0.02%013F-HRTimeline
Viewpoint Capital Management LLC8,000$1.02M0.48%-2,00013F-HRTimeline
Genesis Financial Group, LLC7,800$996K0.67%new13F-HRTimeline
Southland Equity Partners LLC7,736$988K0.19%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,705$984K0.02%-1,02413F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK7,685$982K<0.01%+4,42513F-HRTimelineGroup
Kovack Advisors, Inc.7,639$978K0.05%-13813F-HRTimeline
Schonfeld Strategic Advisors LLC7,643$976K0.01%new13F-HRTimeline
IEQ CAPITAL, LLC7,550$964K<0.01%+2,82513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,535$962K0.05%-1,20013F-HRTimeline
Prudent Man Advisors, LLC7,526$961K0.29%-25713F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,513$960K0.15%new13F-HRTimeline
Independent Advisor Alliance7,428$949K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,372$942K0.01%-35013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.7,338$937K<0.01%+4,19813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding7,335$937K+2,445Timeline
Fosun International Ltd7,323$935K0.23%new13F-HRTimeline
AlphaCore Capital LLC7,322$935K0.02%-32813F-HRTimeline
Sowell Financial Services LLC7,282$930K0.03%-1,05713F-HRTimeline
HEADINVEST, LLC7,281$930K0.19%+2,41513F-HRTimeline
GUERRA PAN ADVISORS, LLC7,257$927K0.57%-5713F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC7,252$926K0.63%+67813F-HRTimeline
McGuire Investment Group, LLC7,229$923K0.1%013F-HRTimeline
Texas Yale Capital Corp.7,225$923K0.03%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …7,146$913K0.09%-13613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,111$908K0.01%+16013F-HRTimelineGroup
Cheviot Value Management, LLC7,100$907K0.09%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,048$900K0.06%+49513F-HRTimeline
CERTUITY, LLC6,970$890K0.06%-14213F-HRTimeline
TOWER BRIDGE ADVISORS6,970$890K0.09%new13F-HRTimeline
LGL PARTNERS, LLC6,964$889K0.37%+54013F-HRTimeline
IBEX WEALTH ADVISORS6,918$884K0.08%new13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,799$868K0.02%+71713F-HRTimelineGroup
Sharper & Granite LLC6,789$867K0.3%-1,87713F-HRTimeline
Resurgent Financial Advisors LLC6,755$863K0.31%+4,85313F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,746$862K0.02%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC6,745$862K0.69%+4,43013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,700$856K-250Timeline
EVERGREEN CAPITAL MANAGEMENT LLC6,686$854K0.02%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.6,655$850K0.49%+1013F-HRTimeline
Canton Hathaway, LLC6,645$849K0.17%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,473$827K0.01%-25013F-HRTimeline
MEANS INVESTMENT CO., INC.6,444$823K0.07%+2513F-HRTimeline
Headlands Technologies LLC6,415$819K0.09%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,388$816K0.27%-2313F-HRTimeline
Westside Investment Management, Inc.6,300$805K0.12%+10013F-HRTimeline
TCP Asset Management, LLC6,293$804K0.1%new13F-HRTimeline
Avail Investment Partners, LLC6,285$803K0.86%13F-HRTimeline
VestGen Investment Management6,271$801K0.44%new13F-HRTimeline
HBK Sorce Advisory LLC5,919$797K0.02%-5313F-HRTimeline
Philadelphia Investment Partners, LLC6,217$794K0.54%13F-HRTimeline
Sassicaia Capital Advisers LLC6,200$792K0.89%new13F-HRTimeline
Larry Mathis Financial Planning, LLC6,155$786K0.7%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,116$781K0.04%+34513F-HRTimelineGroup
FELL CAPITAL MANAGEMENT /ADV6,100$779K0.74%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,061$774K0.03%+12913F-HRTimeline
Pictet North America Advisors SA6,020$769K0.08%013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/6,000$766K1.27%013F-HRTimeline
Shepherd Financial Partners LLC5,973$763K0.07%+3113F-HRTimeline
OLD NATIONAL BANCORP /IN/5,968$762K0.01%-56,10413F-HRTimeline
Kercheville Advisors, LLC5,870$750K0.24%-11,85013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC5,842$746K<0.01%+1,81613F-HRTimelineGroup
EP Wealth Advisors, LLC5,762$736K<0.01%-34613F-HRTimeline
Empirical Asset Management, LLC5,657$723K0.19%013F-HRTimeline
CWC Advisors, LLC.5,630$719K0.34%-6113F-HRTimeline
Alpha Wealth Funds, LLC5,569$711K0.51%-32413F-HRTimeline
Arax Advisory Partners5,557$710K0.02%-49813F-HRTimeline
PATTEN & PATTEN INC/TN5,475$699K0.04%-35113F-HRTimeline
Congress Park Capital LLC5,425$693K0.21%+53513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,408$691K0.01%+29713F-HRTimelineGroup
Blue Edge Capital, LLC5,377$687K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC5,363$685K0.02%+39113F-HRTimeline
Almanack Investment Partners, LLC.5,307$678K0.11%+84913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,267$673K<0.01%+24013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,243$670K0.1%-19813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,204$665K<0.01%+2,31413F-HRTimelineGroup
Pettinga Financial Advisors LLC5,161$659K0.12%-9,35513F-HRTimeline
Point Windward Advisors Inc.5,160$659K0.33%-23513F-HRTimeline
Rathbones Group PLC5,123$654K<0.01%+1,24013F-HR/ATimeline