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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

926 managers (938 13F filers) reported a position in XBI shares at 2026-06-30, 123,736,951 shares in all. 170 filers opened a position and 48 filers sold out during the quarter.

Managers
926
13F filers
938
New
170
Added
324
Reduced
231
Sold out
48
Shares held by filers
123,736,951

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
CERTUITY, LLC7,116$1.13M0.06%+14613F-HRTimeline
Pekin Hardy Strauss, Inc.7,100$1.12M0.1%+2,97513F-HRTimeline
RFG Advisory, LLC7,063$1.12M0.02%new13F-HRTimeline
Innovative Advisory Group, LLC6,998$1.11M0.85%new13F-HRTimeline
LGL PARTNERS, LLC6,970$1.1M0.4%+613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,286$1.1M<0.01%+5,70213F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,835$1.08M0.05%-70013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,812$1.08M0.06%-23613F-HRTimeline
Connective Capital Management, LLC6,736$1.07M0.75%-16,51213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,686$1.06M0.02%013F-HRTimeline
Canton Hathaway, LLC6,645$1.05M0.2%013F-HRTimeline
LM Advisors LLC6,640$1.05M0.12%+5,68513F-HRTimeline
MEANS INVESTMENT CO., INC.6,640$1.05M0.08%+19613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp6,639$1.05M0.02%-16013F-HRTimelineGroup
Storgate, LLC6,567$1.04M0.22%+3,80113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,543$1.03M0.01%+7013F-HRTimeline
Valeo Financial Advisors, LLC6,499$1.03M0.02%+3,80613F-HRTimeline
Endowment Wealth Management, Inc.6,409$1.01M0.39%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT6,388$1.01M0.31%013F-HRTimeline
TCP Asset Management, LLC6,293$996K0.11%013F-HRTimeline
Sharper & Granite LLC6,266$992K0.31%-52313F-HRTimeline
HBK Sorce Advisory LLC6,448$987K0.02%+52913F-HRTimeline
Shepherd Financial Partners LLC6,184$979K0.08%+21113F-HRTimeline
Lumbard & Kellner, LLC6,174$977K0.3%new13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP6,162$975K0.23%-1,35113F-HRTimeline
Philadelphia Investment Partners, LLC6,151$974K0.61%-6613F-HRTimeline
Westside Investment Management, Inc.6,150$973K0.13%-15013F-HRTimeline
Avail Investment Partners, LLC6,104$966K0.74%-18113F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV6,075$961K0.81%-2513F-HRTimeline
Cambria Investment Management, L.P.6,061$959K0.05%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.6,059$959K0.03%-213F-HRTimeline
AlphaCore Capital LLC6,024$953K0.02%-1,29813F-HRTimeline
Pictet North America Advisors SA6,020$953K0.08%013F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/6,000$950K1.22%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,986$947K<0.01%+2,79813F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,973$945K0.02%+4,25713F-HRTimelineGroup
Wealth Management Partners, LLC5,946$941K0.22%+1,66313F-HRTimeline
EP Wealth Advisors, LLC5,933$939K<0.01%+17113F-HRTimeline
IPG Investment Advisors LLC5,908$935K0.13%+2,85213F-HRTimeline
Solstein Capital, LLC5,848$925K0.32%+1,98313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,783$915K0.01%+37513F-HRTimelineGroup
BLUE JEAN FINANCIAL LLC5,776$914K0.64%new13F-HRTimeline
DIVERSIFIED TRUST CO5,726$906K0.01%+4,00113F-HRTimeline
OLD NATIONAL BANCORP /IN/5,669$897K0.02%-29913F-HRTimeline
PATTEN & PATTEN INC/TN5,645$893K0.05%+17013F-HRTimeline
McGuire Investment Group, LLC5,618$889K0.08%-1,61113F-HRTimeline
Congress Park Capital LLC5,585$884K0.24%+16013F-HRTimeline
CWC Advisors, LLC.5,499$870K0.39%-13113F-HRTimeline
Snowden Capital Advisors LLC5,497$870K0.02%-3,35313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,457$864K<0.01%+19013F-HRTimelineGroup
Empirical Asset Management, LLC5,418$857K0.19%-23913F-HRTimeline
Blue Edge Capital, LLC5,377$851K0.1%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,365$849K0.02%+3,70813F-HRTimelineGroup
Finivi Inc.5,302$839K0.43%new13F-HRTimeline
Financial Life Planners5,246$830K0.53%+5,03813F-HRTimeline
TD Waterhouse Canada Inc.5,265$824K<0.01%+4,43613F-HRTimeline
Point Windward Advisors Inc.5,132$812K0.36%-2813F-HRTimeline
Rathbones Group PLC5,123$811K<0.01%013F-HRTimeline
Alaethes Wealth, LLC5,110$809K0.24%013F-HRTimeline
WEDBUSH SECURITIES INC5,081$804K0.02%-28213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,016$794K0.05%-2113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,011$793K0.09%new13F-HRTimeline
MGO ONE SEVEN LLC5,003$792K0.01%+18513F-HRTimeline
Gruss & Co., LLC5,000$791K2.07%+1,00013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,000$791K0.06%new13F-HRTimeline
BigSur Wealth Management LLC5,000$791K0.19%013F-HRTimeline
Comprehensive Money Management Services…4,996$791K0.5%+29013F-HRTimeline
Bryant Woods Investment Advisors, LLC4,992$790K0.22%new13F-HRTimeline
Rehmann Capital Advisory Group4,925$779K0.04%-8213F-HRTimeline
Millennium Capital Advisors, LLC4,892$774K0.42%+15613F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co5,100$767K0.14%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,848$767K<0.01%-35613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,018$758K0.03%+2,60413F-HRTimelineGroup
Sargent Investment Group, LLC4,740$750K0.09%+7013F-HRTimeline
Jacobi Capital Management LLC4,710$745K0.04%+413F-HRTimeline
IEQ CAPITAL, LLC4,612$730K<0.01%-2,93813F-HRTimeline
Alpha Wealth Funds, LLC4,612$730K0.45%-95713F-HRTimeline
FFT WEALTH MANAGEMENT LLC4,609$729K0.11%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,601$728K<0.01%013F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,560$722K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC4,534$718K0.08%new13F-HRTimeline
NewEdge Wealth, LLC4,529$717K0.01%+1,72413F-HRTimeline
Caprock Group, LLC4,512$714K0.01%-22913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,500$712K0.01%+4,00013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.4,471$708K<0.01%-2,86713F-HRTimelineGroup
Pacific Center for Financial Services4,362$690K0.15%-1413F-HRTimeline
Intesa Sanpaolo S.p.A.group of 2 filers holding4,250$673K+2,000Timeline
Powell Investment Advisors, LLC4,245$672K0.21%013F-HRTimeline
Advantage Trust Co4,245$672K0.24%+60013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,242$671K<0.01%-15013F-HRTimelineGroup
Chesley Taft & Associates LLC4,230$669K0.03%013F-HRTimeline
Apella Capital, LLC4,080$669K0.01%-9713F-HRTimeline
Perkins Coie Trust Co4,214$667K0.11%-6313F-HRTimeline
Almanack Investment Partners, LLC.4,209$666K0.08%-1,09813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,176$661K0.02%013F-HRTimeline
Arkadios Wealth Advisors4,116$651K0.01%+22913F-HRTimeline
Betterment LLC4,112$651K<0.01%+96413F-HRTimeline
Kazazian Asset Management, LLC4,000$633K0.57%new13F-HRTimeline
Evercore Wealth Management, LLC3,992$632K0.01%013F-HRTimeline
BANK OZK3,972$629K0.19%013F-HRTimeline
INGALLS & SNYDER LLC3,964$627K0.02%013F-HRTimeline
Beaumont Financial Advisors, LLC3,909$619K0.04%-18913F-HRTimeline
Fortis Advisors, LLC3,908$618K0.29%+213F-HRTimeline
Montecito Bank & Trust3,900$617K0.09%013F-HRTimeline
Compass Ion Advisors, LLC3,876$613K0.05%+9013F-HRTimeline
FSA WEALTH PARTNERS, INC.3,829$606K0.15%new13F-HRTimeline
LMCG INVESTMENTS, LLC3,825$605K0.03%+23713F-HRTimeline
FIRST MANHATTAN CO. LLC.3,800$601K<0.01%-30013F-HRTimeline
DUTCH ASSET Corp3,773$597K0.3%-35013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC3,742$592K0.16%new13F-HRTimeline
Massar Capital Management, LP3,730$590K0.2%new13F-HRTimeline
Everstar Asset Management, LLC3,720$589K0.28%new13F-HRTimeline
Bridgewater Advisors Inc.3,958$583K0.03%013F-HRTimeline
Gladstone Institutional Advisory LLC3,614$572K0.02%+8513F-HRTimeline
TWO SIGMA SECURITIES, LLC3,610$571K0.05%new13F-HRTimeline
NCM Capital Management, LLC3,585$567K0.17%+113F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,581$567K0.02%013F-HRTimeline
Abundance Wealth Counselors3,555$562K0.04%+79413F-HRTimeline
Clare Market Investments LLC3,552$562K0.1%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,535$559K0.01%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,526$558K0.22%-10113F-HRTimeline
Waverly Advisors, LLC3,524$558K<0.01%+80513F-HRTimeline
Sequoia Financial Advisors, LLC3,523$557K<0.01%+76513F-HRTimeline
Ashton Thomas Private Wealth, LLC3,520$557K0.01%-4013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,511$556K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC3,489$552K<0.01%+77913F-HRTimelineGroup
Greystone Financial Group, LLC3,482$551K0.15%-9213F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…3,472$551K0.01%-23,10013F-HRTimelineGroup
Mathes Company, Inc.3,470$549K0.17%013F-HRTimeline
Miller Investment Management, LP3,435$544K0.05%013F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC3,427$542K0.26%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,420$542K0.01%+58613F-HRTimelineGroup
IFG Advisory, LLC3,377$534K0.02%new13F-HRTimeline
InTrack Investment Management Inc3,349$530K0.26%+37413F-HRTimeline
Chung Wu Investment Group, LLC3,300$522K0.34%new13F-HRTimeline
Interchange Capital Partners, LLC3,297$522K0.1%new13F-HRTimeline
Investment Partners Asset Management, I…3,273$518K0.29%013F-HRTimeline
Garden State Investment Advisory Servic…3,272$518K0.1%+18713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.3,153$499K0.06%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$494K0.01%013F-HRTimeline
Trademark Financial Management, LLC3,120$494K0.2%+87113F-HRTimeline
Quantinno Capital Management LP3,106$492K<0.01%+11013F-HRTimeline
KTF INVESTMENTS, LLC3,104$491K0.05%-5013F-HRTimeline
Coastwise Capital Group, LLC3,092$489K0.28%+213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,083$488K0.02%-23913F-HRTimeline
DOLIVER ADVISORS, LP3,082$488K0.11%013F-HRTimeline
WARNER FINANCIAL, INC3,023$478K0.14%+2813F-HRTimeline
Amplius Wealth Advisors, LLC3,019$478K0.04%+313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,003$475K<0.01%new13F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,955$468K0.07%+5313F-HRTimeline
Tranquilli Financial Advisor LLC2,926$463K0.25%+15013F-HRTimeline
Seelaus Asset Management LLC2,895$458K0.32%-28513F-HRTimeline
Geneos Wealth Management Inc.2,855$452K0.01%-17513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,817$446K0.01%-57813F-HRTimelineGroup
Prairie Wealth Advisors, Inc.0$443K0.11%013F-HRTimelineAmount filed as zero, left out of ratios.
Dorsey & Whitney Trust CO LLC2,800$443K0.02%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,800$443K0.1%+80013F-HRTimeline
WEALTH ALLIANCE, LLC2,786$441K0.04%+7613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,784$441K<0.01%013F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC2,776$439K0.02%+1,52013F-HRTimeline
Fragasso Financial Advisors Inc2,772$439K0.02%+313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$436K0.02%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,751$435K0.08%013F-HRTimeline
Intellus Advisors LLC2,750$435K0.05%new13F-HRTimeline
Global Financial Private Client, LLC2,735$433K0.12%+32113F-HRTimeline
Arnold Financial Planning LLC2,718$430K0.32%new13F-HRTimeline
PRIVATE TRUST CO NA2,691$426K0.03%-2113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,673$423K0.01%+99913F-HRTimelineGroup
Elm3 Financial Group, LLC2,663$421K0.29%-10713F-HRTimeline
Avior Wealth Management, LLC2,658$421K0.01%+81913F-HRTimeline
Sherman Asset Management, Inc.2,652$420K0.33%+14813F-HRTimeline
SHUFRO ROSE & CO LLC2,650$419K0.02%013F-HRTimeline
Financial Solutions Advisory Group, Inc.2,515$413K0.05%+1313F-HRTimeline
Banco BTG Pactual S.A.2,610$413K0.05%013F-HRTimeline
WAYSTONE ADVISORS LLC2,592$410K0.31%-79113F-HRTimeline
Poehling Capital Management, INC.2,585$409K0.09%-9213F-HRTimeline
Wealthspire Advisors, LLC2,578$408K<0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC2,563$406K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC2,560$405K0.06%+113F-HRTimeline
Financial Partners Group, Inc2,560$405K0.04%+47113F-HRTimeline
MOTCO2,555$404K0.03%013F-HRTimeline
Demars Financial Group, LLC2,554$404K0.11%-5013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.2,540$402K0.22%-4,11513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,518$398K0.01%+41013F-HRTimeline
HBW ADVISORY SERVICES LLC2,507$397K0.04%-913F-HRTimeline
Moors & Cabot, Inc.2,504$396K0.02%-16513F-HRTimeline
MMA ASSET MANAGEMENT LLC2,502$396K0.13%013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,500$396K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,486$393K<0.01%-268,23313F-HRTimeline
COURIER CAPITAL LLC2,485$393K0.02%013F-HRTimeline
Ironwood Investment Counsel, LLC2,467$390K0.05%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,459$389K0.04%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC2,431$385K0.15%-3213F-HRTimeline
Auour Investments LLC2,425$384K0.11%new13F-HRTimeline
Simplicity Wealth,LLC2,386$378K0.01%+1913F-HRTimeline
Quarry LP2,380$377K0.06%-10,93813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,377$376K0.01%+49513F-HRTimelineGroup
Aries Wealth Management2,360$373K0.07%-40013F-HRTimeline
Covenant Asset Management, LLC2,343$371K0.07%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,332$369K<0.01%-1,46013F-HRTimelineGroup