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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
MGO ONE SEVEN LLC4,682$380K0.01%-22713F-HRTimeline
Comprehensive Money Management Services…4,642$376K0.3%+10513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,601$373K0.01%013F-HRTimeline
OMERS ADMINISTRATION Corp4,600$373K<0.01%-39,20013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC4,567$370K0.21%013F-HRTimeline
Simplicity Wealth,LLC4,438$360K0.03%new13F-HRTimeline
IEQ CAPITAL, LLC4,369$354K<0.01%-22213F-HRTimeline
Lion Street Advisors, LLC4,368$354K0.11%-2513F-HRTimeline
Pacific Center for Financial Services4,360$354K0.09%013F-HRTimeline
FAS Wealth Partners, Inc.4,359$354K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK4,356$353K<0.01%+1,16413F-HRTimelineGroup
Embree Financial Group4,314$350K0.06%+81513F-HRTimeline
Leo Wealth, LLC4,275$347K0.05%013F-HRTimeline
OAKWORTH CAPITAL, INC.4,229$343K0.02%-1,46313F-HRTimeline
Ameraudi Asset Management, Inc.4,218$342K0.2%-17213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,172$338K-6,110Timeline
New England Private Wealth Advisors LLC4,157$337K0.05%013F-HRTimeline
INGALLS & SNYDER LLC4,156$337K0.01%-21513F-HRTimeline
INVESTMENT HOUSE LLC4,150$337K0.02%new13F-HRTimeline
Sargent Investment Group, LLC4,130$335K0.05%-34013F-HRTimeline
Alta Wealth Advisors LLC4,118$334K0.15%-9413F-HRTimeline
Breakwater Capital Group4,093$332K0.06%-1,17313F-HRTimeline
Vernal Point Advisors, LLC4,090$332K0.22%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A4,084$331K<0.01%+3,02213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,080$331K<0.01%-35913F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC4,071$330K0.02%+113F-HRTimeline
Fiduciary Alliance LLC4,037$327K0.03%-48313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.4,000$324K0.1%new13F-HRTimeline
Moors & Cabot, Inc.3,982$323K0.02%-34013F-HRTimeline
BANK OZK3,972$322K0.13%013F-HRTimeline
Coastwise Capital Group, LLC3,971$322K0.27%+8013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,957$321K0.01%+11113F-HRTimelineGroup
Montecito Bank & Trust3,900$316K0.06%013F-HRTimeline
Wellington Shields & Co., LLCin group Wellington Shields Capital Ma…3,900$316K0.1%013F-HRTimelineGroup
Caprock Group, LLC3,853$313K0.01%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,810$309K<0.01%013F-HRTimeline
Financial Advocates Investment Manageme…3,767$306K0.02%+6813F-HRTimeline
WOLVERINE TRADING, LLC3,600$304K0.01%-52,90313F-HRTimeline
Advantage Trust Co3,745$304K0.18%-90013F-HRTimeline
NCM Capital Management, LLC3,716$301K0.14%-5013F-HRTimeline
Geneos Wealth Management Inc.3,662$297K<0.01%+2,47113F-HRTimeline
Intrepid Financial Planning Group LLC3,661$297K0.14%-35013F-HRTimeline
Compass Ion Advisors, LLC3,587$291K0.03%-24713F-HRTimeline
Aries Wealth Management3,575$290K0.08%+24013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC3,572$290K0.04%-2,40013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,538$287K<0.01%-1513F-HRTimeline
Beaumont Financial Advisors, LLC3,508$285K0.02%013F-HRTimeline
Howard Capital Management Group, LLC3,505$284K0.02%-250,66113F-HRTimeline
Robertson Stephens Wealth Management, L…3,460$281K0.01%-18113F-HRTimeline
WEALTH ALLIANCE, LLC3,447$280K0.03%-63613F-HRTimeline
Miller Investment Management, LP3,435$279K0.03%013F-HRTimeline
Prairie Wealth Advisors, Inc.3,391$275K0.14%-83213F-HRTimeline
Belvedere Trading LLC3,379$274K0.02%new13F-HRTimeline
Powell Investment Advisors, LLC3,345$271K0.13%+7513F-HRTimeline
Seelaus Asset Management LLC3,338$271K0.26%-32513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,309$268K<0.01%new13F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC3,295$267K0.06%013F-HRTimeline
Sequoia Financial Advisors, LLC3,282$266K<0.01%-47013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,264$266K0.02%-40013F-HRTimeline
DOLIVER ADVISORS, LP3,232$262K0.07%-8013F-HRTimeline
Invst, LLC3,192$259K0.04%-34013F-HRTimeline
IFP Advisors, Inc3,182$258K0.01%-1,13513F-HRTimeline
Pekin Hardy Strauss, Inc.3,155$256K0.03%013F-HRTimeline
Clientfirst Wealth Management, LLC3,150$255K0.29%013F-HRTimeline
Tradewinds, LLC.3,146$255K0.07%-2,58713F-HRTimeline
Investment Partners Asset Management, I…3,132$254K0.2%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$253K<0.01%013F-HRTimeline
McAdam, LLC3,114$253K0.02%-3,28813F-HRTimeline
WBH ADVISORY INC3,101$251K0.02%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,071$249K0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management3,062$248K<0.01%+39113F-HRTimelineGroup
James J. Burns & Company, LLC3,057$248K0.04%+413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,010$244K<0.01%+3013F-HRTimelineGroup
Amplius Wealth Advisors, LLC3,005$244K0.03%013F-HRTimeline
NewEdge Wealth, LLC2,965$240K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC2,950$239K0.02%013F-HRTimeline
CTC Alternative Strategies, Ltd.2,944$239K0.29%new13F-HRTimeline
AlphaStar Capital Management, LLC2,927$237K0.02%-5413F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,913$236K0.01%new13F-HRTimeline
High Note Wealth, LLC2,892$235K0.06%-1,68813F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,862$232K0.22%-6,81113F-HRTimeline
Sterling Investment Counsel, LLC2,862$232K0.08%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,095$232K0.17%+2113F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,854$231K0.12%-18913F-HR/ATimeline
PRIVATE TRUST CO NA2,834$230K0.02%+18613F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,822$229K0.05%+16313F-HRTimeline
Dorsey & Whitney Trust CO LLC2,800$227K0.01%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,784$226K0.01%013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,781$226K0.14%-17313F-HRTimeline
Graypoint LLC2,771$225K0.01%+113F-HRTimeline
Fragasso Financial Advisors Inc2,760$224K0.02%+113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$223K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,750$223K<0.01%-12913F-HRTimelineGroup
Shulman DeMeo Asset Management LLC2,751$223K0.06%013F-HRTimeline
Poehling Capital Management, INC.2,733$222K0.06%-9613F-HRTimeline
Diligent Investors, LLC2,700$219K0.05%013F-HRTimeline
Alpha Cubed Investments, LLC2,690$218K0.01%-3,12913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,677$217K0.02%new13F-HRTimeline
L.M. KOHN & COMPANY2,672$217K0.06%+10013F-HRTimeline
Interchange Capital Partners, LLC2,672$217K0.06%new13F-HRTimeline
Eagle Bay Advisors LLC2,655$215K0.18%-32513F-HRTimeline
Waterfront Wealth Inc.2,654$215K0.05%013F-HRTimeline
Venture Visionary Partners LLC2,635$214K0.01%-1013F-HRTimeline
TRUST CO OF VERMONT2,633$214K0.01%-5013F-HRTimeline
SeaBridge Investment Advisors LLC2,626$213K0.05%-51913F-HRTimeline
WP Advisors, LLC2,613$212K0.07%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,607$211K<0.01%-40413F-HRTimelineGroup
Covenant Asset Management, LLC2,559$208K0.05%-28413F-HRTimeline
MOTCO2,555$207K0.02%013F-HRTimeline
Sava Infond d.o.o.2,550$207K0.04%-6,73013F-HRTimeline
Montis Financial, LLC2,549$207K0.06%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC2,495$202K<0.01%013F-HRTimelineGroup
Family Manage LLC2,064$167K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC2,038$165K<0.01%+1,57213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$162K0.01%013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…1,925$156K<0.01%new13F-HRTimelineGroup
Family CFO Inc1,921$156K0.09%013F-HRTimeline
Dynamic Wealth Strategies, LLC1,902$154K0.13%new13F-HRTimeline
Jackson Hole Capital Partners, LLC1,840$149K0.03%013F-HRTimeline
Versant Capital Management, Inc1,800$146K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,785$145K<0.01%-54913F-HRTimeline
Runnymede Capital Advisors, Inc.1,782$145K0.14%013F-HRTimeline
Skorpios Trust1,686$137K0.3%013F-HRTimeline
WealthShield Partners, LLC1,674$136K0.02%-19413F-HRTimeline
Hanson & Doremus Investment Management1,655$134K0.02%-1,92413F-HRTimeline
Manchester Capital Management LLC1,618$131K0.02%013F-HRTimeline
Heritage Wealth Advisors1,577$128K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.106,571$126K0.03%+106,31913F-HRTimeline
JTC Employer Solutions Trustee Ltd1,550$126K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,616$126K<0.01%-1,06713F-HRTimeline
Granite FO LLC1,550$126K0.07%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$122K0.02%013F-HRTimelineGroup
Ramirez Asset Management, Inc.1,475$120K0.02%+10013F-HRTimeline
Amica Retiree Medical Trust1,413$115K0.18%-24913F-HRTimeline
Fortitude Family Office, LLC1,400$114K0.04%+10013F-HRTimeline
AdvisorNet Financial, Inc1,377$112K0.01%+3413F-HRTimeline
SVB WEALTH LLC1,345$109K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co1,325$107K0.04%-10013F-HRTimeline
Capital Investment Advisory Services, L…1,297$105K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA1,240$101K<0.01%-2,40013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$97.3K<0.01%013F-HRTimelineGroup
ADIRONDACK TRUST CO1,200$97.3K0.04%-4013F-HRTimeline
N.E.W. Advisory Services LLC1,174$95.2K0.01%new13F-HRTimeline
Key Financial Inc1,166$94.5K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,160$94.1K0.01%-4,28513F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…1,178$92.1K0.03%+95313F-HRTimelineGroup
WOLFF WIESE MAGANA LLC1,115$90.4K0.06%013F-HRTimeline
Register Financial Advisors LLC1,052$85.3K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,047$84.9K<0.01%-11513F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,030$84K0.01%-45,20013F-HRTimelineGroup
Farther Finance Advisors, LLC1,050$82.1K<0.01%+4013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD1,011$82K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC991$80.4K0.02%+7513F-HRTimeline
Financial Management Professionals, Inc.972$78.8K0.01%-8313F-HRTimeline
Hopwood Financial Services, Inc.950$77K0.06%013F-HRTimeline
Continuum Advisory, LLC945$76.6K0.01%-63113F-HRTimeline
Federation des caisses Desjardins du Qu…856$69.4K<0.01%-7613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise827$67K<0.01%13F-HRTimelineGroup
NorthRock Partners, LLC803$65.1K<0.01%+10013F-HRTimeline
Park Square Financial Group, LLC786$63.7K0.05%-29513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC743$60.3K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC718$58.2K0.02%-8,60813F-HRTimeline
Avalon Trust Co704$57.1K<0.01%new13F-HRTimeline
Caldwell Trust Co660$53.5K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$53.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.650$52.7K<0.01%-3413F-HRTimeline
Compass Wealth Management LLC635$51.5K0.01%+20013F-HRTimeline
MONTAG A & ASSOCIATES INC600$48.7K<0.01%013F-HRTimeline
Realta Investment Advisors588$47.7K0.02%013F-HRTimeline
Cranbrook Wealth Management, LLC576$46.7K0.01%013F-HRTimeline
Addison Advisors LLC535$43.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC535$43.4K0.02%013F-HRTimeline
2UniFi Bank475$42.1K0.03%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV498$40K0.01%-9513F-HRTimeline
BOKF, NAin group BOKF, NA490$39.7K<0.01%-15013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…500$39.5K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC487$39.5K0.04%new13F-HRTimeline
Demars Financial Group, LLC3,113,348$38.4K5.86%+87413F-HRTimeline
EASTERN BANK452$36.7K<0.01%-2113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC400$32.4K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC394$32K0.01%new13F-HRTimeline
HOWE & RUSLING INC386$31.3K<0.01%-13313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC377$30.6K<0.01%-34113F-HRTimeline
Allworth Financial LP369$29.9K<0.01%+7813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT360$29.2K<0.01%013F-HRTimeline
Davis Capital Management352$28.5K0.02%013F-HRTimeline
First Horizon Advisors, Inc.350$28.4K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC328$26.6K<0.01%-2,10013F-HRTimeline
Golden State Wealth Management, LLC319$25.9K<0.01%013F-HR/ATimeline
Provident Wealth Management, LLC310$25.1K0.01%+30013F-HRTimeline
FSA Wealth Management LLC302$24.5K0.01%-44713F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$24.3K0.01%-40013F-HRTimeline
Arax Advisory Partners300$24.3K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC297$24.1K<0.01%+9413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC275$22.3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC275$22.3K<0.01%013F-HR/ATimeline
GAMMA Investing LLC260$21.1K<0.01%-7213F-HR/ATimeline
Robinswood Financial LLC255$20.7K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC250$20.3K0.02%13F-HRTimeline
Richard W. Paul & Associates, LLC250$20.3K0.01%013F-HRTimeline