Skip to content
Disclosery

XBI SPDR SERIES TRUST

Follow

S&P BIOTECH (fund)

622 managers (626 13F filers) reported a position in XBI shares at 2025-06-30, 118,415,590 shares in all. 45 filers opened a position and 103 filers sold out during the quarter.

Managers
622
13F filers
626
New
45
Added
163
Reduced
277
Sold out
103
Shares held by filers
118,415,590

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST MANHATTAN CO. LLC.3,800$315K<0.01%-1013F-HRTimeline
Laird Norton Wetherby Wealth Management…3,748$311K0.01%13F-HRTimeline
Ameraudi Asset Management, Inc.3,747$311K0.16%-47113F-HRTimeline
Compass Ion Advisors, LLC3,727$309K0.03%+14013F-HRTimeline
WEALTH ALLIANCE, LLC3,705$307K0.03%+25813F-HRTimeline
Intrepid Financial Planning Group LLC3,661$304K0.13%013F-HRTimeline
Coastwise Capital Group, LLC3,651$303K0.24%-32013F-HRTimeline
NCM Capital Management, LLC3,616$300K0.12%-10013F-HRTimeline
Interchange Capital Partners, LLC3,452$286K0.07%+78013F-HR/ATimeline
Millennium Capital Advisors, LLC3,436$285K0.19%-1,50013F-HRTimeline
Miller Investment Management, LP3,435$285K0.03%013F-HRTimeline
NewEdge Wealth, LLC3,316$283K<0.01%+35113F-HRTimeline
Beaumont Financial Advisors, LLC3,308$274K0.02%-20013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC3,295$273K0.06%013F-HRTimeline
Embree Financial Group3,294$273K0.04%-1,02013F-HRTimeline
Sequoia Financial Advisors, LLC3,292$273K<0.01%+1013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,288$273K0.02%-11,24013F-HRTimeline
McAdam, LLC3,273$271K0.01%+15913F-HRTimeline
Investment Partners Asset Management, I…3,257$270K0.19%+12513F-HRTimeline
DOLIVER ADVISORS, LP3,232$268K0.07%013F-HRTimeline
Seelaus Asset Management LLC3,230$268K0.24%-10813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,155$262K<0.01%-1,20113F-HRTimelineGroup
Clientfirst Wealth Management, LLC3,150$261K0.27%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,130$260K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$259K<0.01%013F-HRTimeline
Prairie Wealth Advisors, Inc.3,091$256K0.11%-30013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,071$255K0.01%013F-HRTimelineGroup
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,035$252K0.16%-6013F-HRTimeline
Amplius Wealth Advisors, LLC3,005$249K0.02%013F-HRTimeline
Knott David M Jr3,000$249K0.11%-10,64313F-HRTimeline
Demars Financial Group, LLC2,975$247K0.09%-3,110,37313F-HRTimeline
SHUFRO ROSE & CO LLC2,950$239K0.02%013F-HRTimeline
PRIVATE TRUST CO NA2,867$238K0.02%+3313F-HRTimeline
AlphaStar Capital Management, LLC2,840$235K0.02%-8713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,818$234K0.13%+3713F-HRTimeline
Dorsey & Whitney Trust CO LLC2,800$232K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC2,801$232K0.01%-9,73413F-HRTimeline
Invst, LLC2,792$232K0.03%-40013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,789$231K0.1%-6513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,784$231K0.01%013F-HRTimeline
L.M. KOHN & COMPANY2,766$229K0.06%+9413F-HRTimeline
Aries Wealth Management2,760$229K0.06%-81513F-HRTimeline
Fragasso Financial Advisors Inc2,760$229K0.02%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$228K0.01%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,751$228K0.06%013F-HRTimeline
Poehling Capital Management, INC.2,728$226K0.05%-513F-HRTimeline
Jaffetilchin Investment Partners, LLC2,705$224K0.01%-1,36613F-HRTimeline
Diligent Investors, LLC2,700$224K0.05%013F-HRTimeline
Venture Visionary Partners LLC2,685$223K0.01%+5013F-HRTimeline
Pekin Hardy Strauss, Inc.2,655$220K0.03%-50013F-HRTimeline
Howard Capital Management Group, LLC2,640$219K0.02%-86513F-HRTimeline
MOTCO2,555$219K0.02%013F-HRTimeline
Moors & Cabot, Inc.2,617$217K0.01%-1,36513F-HRTimeline
RWA WEALTH PARTNERS, LLC2,609$216K<0.01%-92913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,598$215K<0.01%-913F-HRTimelineGroup
Blackstone Inc.in group Blackstone Inc.2,548$211K<0.01%-234,21213F-HRTimelineGroup
RFG Advisory, LLC2,507$208K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,492$206K<0.01%-25813F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC2,476$205K0.17%-38613F-HRTimeline
Merit Financial Group, LLC2,449$203K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,442$203K0.02%+1,14513F-HRTimeline
Grantvest Financial Group LLC2,426$201K0.15%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,425$201K<0.01%-58513F-HRTimelineGroup
Geneos Wealth Management Inc.2,380$197K<0.01%-1,28213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…2,171$180K<0.01%+24613F-HRTimelineGroup
Dynamic Wealth Strategies, LLC2,121$176K0.13%+21913F-HRTimeline
Aptus Capital Advisors, LLC2,038$169K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,018$167K<0.01%-3,21613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$166K0.01%013F-HRTimelineGroup
Parallax Volatility Advisers, L.P.1,862$154K0.01%-13,47813F-HRTimeline
Allworth Financial LP1,769$147K<0.01%+1,40013F-HRTimeline
Skorpios Trust1,686$140K0.38%013F-HRTimeline
SIGNATUREFD, LLC1,685$140K<0.01%-10013F-HRTimeline
Granite FO LLC1,550$129K0.07%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,550$128K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$124K0.02%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,426$118K0.01%-2,80313F-HRTimeline
Amica Retiree Medical Trust1,413$117K0.17%013F-HRTimeline
SOA Wealth Advisors, LLC.96,216$116K0.02%-10,35513F-HRTimeline
Fortitude Family Office, LLC1,400$116K0.04%013F-HRTimeline
AdvisorNet Financial, Inc1,363$113K0.01%-1413F-HRTimeline
Missouri Trust & Investment Co1,325$110K0.04%013F-HRTimeline
Hanson & Doremus Investment Management1,300$108K0.01%-35513F-HRTimeline
Ramirez Asset Management, Inc.1,275$106K0.02%-20013F-HRTimeline
Compagnie Lombard Odier SCmA1,240$103K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$99.5K<0.01%013F-HRTimelineGroup
Key Financial Inc1,166$96.7K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,115$92.5K<0.01%-6,95413F-HRTimeline
WOLFF WIESE MAGANA LLC1,115$92.5K0.06%013F-HRTimeline
Register Financial Advisors LLC1,052$87.2K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,047$86.8K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,030$85K0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,000$82.9K0.01%new13F-HRTimeline
TRUST CO OF VERMONT973$80.7K<0.01%-1,66013F-HRTimeline
Hopwood Financial Services, Inc.950$78.8K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC940$78K0.01%-90013F-HRTimeline
Versant Capital Management, Inc900$74.6K0.01%-90013F-HRTimeline
Activest Wealth Management874$72.5K0.02%+75713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise827$69K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC809$67.1K0.02%-18213F-HRTimeline
FAS Wealth Partners, Inc.804$66.7K<0.01%-3,55513F-HRTimeline
Park Square Financial Group, LLC789$65.4K0.05%+313F-HRTimeline
WealthShield Partners, LLC774$64.2K0.01%-90013F-HRTimeline
CURIO WEALTH, LLC748$62K0.03%+74713F-HRTimeline
Avalon Trust Co704$58.4K<0.01%013F-HRTimeline
Caldwell Trust Co660$54.7K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$54.5K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.655$54.4K<0.01%-96113F-HRTimeline
HARBOUR INVESTMENTS, INC.644$53.4K<0.01%-613F-HRTimeline
Quaker Wealth Management, LLC623$51.7K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC600$49.8K<0.01%-56013F-HRTimeline
High Note Wealth, LLC595$49.3K0.01%-2,29713F-HRTimeline
Federation des caisses Desjardins du Qu…595$49.3K<0.01%-26113F-HRTimeline
N.E.W. Advisory Services LLC589$48.8K<0.01%-58513F-HRTimeline
Cranbrook Wealth Management, LLC576$47.8K0.01%013F-HRTimeline
AlphaCore Capital LLC540$44.8K<0.01%+53213F-HRTimeline
Addison Advisors LLC535$44.4K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC535$44.3K0.02%013F-HRTimeline
Family CFO Inc526$43.6K0.02%-1,39513F-HRTimeline
Realta Investment Advisors514$42.6K0.02%-7413F-HRTimeline
China Universal Asset Management Co., L…508$42.1K<0.01%-7,51413F-HRTimeline
ADIRONDACK TRUST CO505$41.9K0.02%-69513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD504$41.8K<0.01%+29013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…500$41.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA490$40.6K<0.01%013F-HRTimelineGroup
GARRISON BRADFORD & ASSOCIATES INC487$40.4K0.04%013F-HRTimeline
EASTERN BANK436$36.2K<0.01%-1613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC400$33.2K<0.01%013F-HRTimeline
HOWE & RUSLING INC386$32K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC367$31.9K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.373$30.9K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.367$30.4K<0.01%-60513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT360$29.9K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC350$29K0.02%+10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…342$28.4K<0.01%+11513F-HRTimeline
Richard W. Paul & Associates, LLC339$28.1K0.01%+8913F-HRTimeline
Capital A Wealth Management, LLC295$26.3K0.29%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.301$25K0.01%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS300$24.9K0.01%013F-HRTimeline
Arax Advisory Partners300$24.9K<0.01%013F-HRTimeline
Provident Wealth Management, LLC300$24.9K0.01%-1013F-HRTimeline
GPS Wealth Strategies Group, LLC297$24.6K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC275$22.8K<0.01%013F-HRTimeline
Scarborough Advisors, LLC257$21.3K<0.01%new13F-HRTimeline
Fairscale Capital, LLC247$21.2K0.02%+23613F-HRTimeline
Robinswood Financial LLC255$21.1K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC245$20.3K<0.01%013F-HRTimeline
Creekmur Asset Management LLC238$19.7K<0.01%-613F-HRTimeline
Prestige Wealth Management Group LLC236$19.6K<0.01%013F-HR/ATimeline
Sachetta, LLC225$18.7K0.01%013F-HRTimeline
Investors Research Corp221$18.3K<0.01%+20013F-HRTimeline
HighMark Wealth Management LLC220$18.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC219$18.2K<0.01%-10013F-HRTimeline
Legend Financial Advisors, Inc.218$18.1K0.01%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV220$18K<0.01%-27813F-HRTimeline
ALERUS FINANCIAL NA210$17.4K<0.01%new13F-HRTimeline
Pacifica Partners Inc.200$16.6K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$16.6K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$16.6K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180$14.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC176$14.6K0.01%+1113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC175$14.5K<0.01%-10013F-HRTimeline
North Star Investment Management Corp.175$14.5K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp165$13.7K0.01%013F-HRTimeline
Crewe Advisors LLC150$12.4K<0.01%013F-HRTimeline
Bank of New Hampshire140$11.6K<0.01%-8013F-HRTimeline
Smallwood Wealth Investment Management,…135$11.2K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd131$10.9K<0.01%013F-HR/ATimelineGroup
Manchester Capital Management LLC128$10.6K<0.01%-1,49013F-HRTimeline
United Community Bankin group United Community Bank115$9.54K<0.01%013F-HRTimelineGroup
Smithfield Trust Co114$9K<0.01%013F-HRTimeline
Tidemark, LLC108$8.99K<0.01%-4313F-HRTimeline
Sunbelt Securities, Inc.94$8.48K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$8.29K<0.01%+2713F-HRTimeline
Strategic Wealth Partners, Ltd.100$8.29K<0.01%13F-HRTimeline
FSA Wealth Management LLC100$8.29K<0.01%-20213F-HRTimeline
Rossby Financial, LCC100$8.29K<0.01%new13F-HRTimeline
Field & Main Bank100$8.29K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$8K0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…94$7.79K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC91$7.55K<0.01%-6013F-HRTimelineGroup
PROFFITT & GOODSON INC90$7.46K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc88$7.3K<0.01%013F-HRTimeline
Painted Porch Advisors LLC82$6.8K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC72$5.97K<0.01%-2313F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…70$5.82K<0.01%-1,10813F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC61$5.08K<0.01%new13F-HRTimeline
Crews Bank & Trust60$4.98K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC50$4.15K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$4.15K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC50$4.15K<0.01%013F-HRTimeline
Orion Capital Management LLC50$4.15K<0.01%013F-HRTimeline
Hilltop National Bank50$4.15K<0.01%13F-HRTimeline
Redwood Park Advisors LLC50$4.15K<0.01%+1413F-HRTimeline
SUMMIT SECURITIES GROUP LLC50$4.15K<0.01%new13F-HRTimeline
Dunhill Financial, LLC50$4.15K<0.01%new13F-HRTimeline
JNBA Financial Advisors41$3.4K<0.01%new13F-HRTimeline
Costello Asset Management, INC37$3.07K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.36$3.02K<0.01%013F-HRTimeline
TSFG, LLC32$3K<0.01%013F-HRTimeline