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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

651 managers (656 13F filers) reported a position in XBI shares at 2025-09-30, 124,257,880 shares in all. 88 filers opened a position and 63 filers sold out during the quarter.

Managers
651
13F filers
656
New
88
Added
151
Reduced
243
Sold out
63
Shares held by filers
124,257,880

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Simplicity Wealth,LLC3,553$356K0.02%new13F-HRTimeline
Mathes Company, Inc.3,470$348K0.12%-1,30013F-HRTimeline
Coastwise Capital Group, LLC3,452$346K0.24%-19913F-HRTimeline
Miller Investment Management, LP3,435$344K0.03%013F-HRTimeline
Sequoia Financial Advisors, LLC3,393$340K<0.01%+10113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,335$334K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,308$331K0.02%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,294$330K<0.01%-4,57413F-HRTimelineGroup
Investment Partners Asset Management, I…3,257$326K0.22%013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,239$325K0.16%-95313F-HRTimeline
Seelaus Asset Management LLC3,230$324K0.26%013F-HR/ATimeline
Millennium Capital Advisors, LLC3,221$323K0.19%-21513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,170$318K<0.01%+1513F-HRTimelineGroup
DOLIVER ADVISORS, LP3,157$316K0.08%-7513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP3,151$316K0.02%-13713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$313K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.3,081$309K0.27%-2,53513F-HRTimeline
Accredited Wealth Management, LLC82$308K0.23%-3,84313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…3,011$305K0.18%-2413F-HRTimeline
Amplius Wealth Advisors, LLC3,006$301K0.03%+113F-HRTimeline
PING CAPITAL MANAGEMENT, INC.3,000$301K0.18%-3,00013F-HRTimeline
FIFTH LANE CAPITAL, LP3,000$301K0.3%-1,50013F-HRTimeline
Fragasso Financial Advisors Inc2,761$286K0.02%+113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,834$284K0.14%+1613F-HRTimeline
Demars Financial Group, LLC2,813$282K0.1%-16213F-HRTimeline
OMERS ADMINISTRATION Corp2,800$281K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC2,800$281K0.01%013F-HRTimeline
Invst, LLC2,792$280K0.03%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,785$279K0.01%+113F-HRTimeline
Aries Wealth Management2,760$277K0.07%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$276K0.02%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,751$276K0.06%013F-HRTimeline
Poehling Capital Management, INC.2,725$273K0.06%-313F-HRTimeline
Moors & Cabot, Inc.2,717$272K0.01%+10013F-HRTimeline
WEALTH ALLIANCE, LLC2,704$271K0.03%-1,00113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,701$271K<0.01%-19,17413F-HRTimelineGroup
Diligent Investors, LLC2,700$271K0.07%013F-HRTimeline
Jaffetilchin Investment Partners, LLC2,670$268K0.02%-3513F-HRTimeline
L.M. KOHN & COMPANY2,640$265K0.32%-12613F-HRTimeline
PRIVATE TRUST CO NA2,630$264K0.02%-23713F-HRTimeline
RWA WEALTH PARTNERS, LLC2,609$261K<0.01%013F-HRTimeline
Prairie Wealth Advisors, Inc.2,561$257K0.11%-53013F-HRTimeline
Ironwood Investment Counsel, LLC2,557$256K0.04%new13F-HRTimeline
MOTCO2,555$256K0.02%013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,548$255K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Waterloo Capital, L.P.2,545$255K0.02%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,339$252K0.37%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,510$252K0.02%+1,91013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,497$250K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC2,440$244K0.02%-1,55513F-HRTimeline
RFG Advisory, LLC2,407$241K<0.01%-10013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,400$240K<0.01%-2513F-HRTimelineGroup
Navis Wealth Advisors, LLC2,400$240K0.18%new13F-HRTimeline
SHUFRO ROSE & CO LLC2,950$239K0.02%013F-HRTimeline
Venture Visionary Partners LLC2,385$239K0.01%-30013F-HRTimeline
Geneos Wealth Management Inc.2,380$238K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,367$237K<0.01%-12513F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,354$236K0.01%new13F-HRTimelineGroup
Covenant Asset Management, LLC2,343$235K0.04%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,325$233K<0.01%-27313F-HRTimelineGroup
Round Rock Advisors LLC2,325$233K0.04%-3,81513F-HRTimeline
Tempus Wealth Planning, LLC2,323$233K0.05%new13F-HRTimeline
SPINNAKER TRUST2,310$231K0.01%new13F-HRTimeline
AlphaStar Capital Management, LLC2,310$231K0.02%-53013F-HRTimeline
Quantinno Capital Management LP2,294$230K<0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,276$228K0.17%-20013F-HRTimeline
Grantvest Financial Group LLC2,257$226K0.16%-16913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.2,230$223K<0.01%-10,87813F-HRTimelineGroup
WBH ADVISORY INC2,221$223K0.02%new13F-HRTimeline
HB Wealth Management, LLC2,221$223K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,197$220K<0.01%new13F-HRTimelineGroup
Capital Square, LLC2,191$220K0.11%new13F-HRTimeline
Waterfront Wealth Inc.2,040$219K0.04%new13F-HRTimeline
Ted Buchan & Co2,169$217K0.09%-90,58513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,159$216K0.01%new13F-HRTimeline
Allworth Financial LP2,134$214K<0.01%+36513F-HRTimeline
BlackDiamond Wealth Management, LLC2,133$214K0.12%new13F-HRTimeline
Integrated Advisors Network LLC2,129$213K0.01%new13F-HRTimeline
Dynamic Wealth Strategies, LLC2,121$213K0.14%013F-HRTimeline
Mill Creek Capital Advisors, LLC2,121$213K<0.01%new13F-HRTimeline
Aurora Investment Managers, LLC.2,082$209K0.11%new13F-HRTimeline
Merit Financial Group, LLC2,055$206K<0.01%-39413F-HR/ATimeline
BALDWIN WEALTH PARTNERS LLC/MA2,050$205K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC2,048$205K<0.01%new13F-HRTimeline
Beaton Management Co. Inc.2,050$205K0.09%new13F-HRTimeline
M3 Advisory Group, LLC2,045$205K0.13%new13F-HRTimeline
Visionary Wealth Advisors2,042$205K0.01%-16,91413F-HRTimeline
Capital Investment Advisory Services, L…2,042$205K0.02%-40013F-HRTimeline
Aptus Capital Advisors, LLC2,039$204K<0.01%+113F-HRTimeline
IFP Advisors, Inc2,031$204K0.01%-1,87813F-HR/ATimeline
Gladstone Institutional Advisory LLC2,030$203K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC1,919$202K0.01%new13F-HRTimeline
Sigma Planning Corp2,009$201K0.01%new13F-HRTimeline
Financial Council, LLC2,008$201K0.09%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$201K0.01%013F-HRTimelineGroup
Sloy Dahl & Holst, LLC2,003$201K0.02%new13F-HRTimeline
Next Capital Management LLC2,000$200K0.07%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,000$200K0.05%new13F-HRTimeline
Skorpios Trust1,686$169K0.32%013F-HRTimeline
SIGNATUREFD, LLC1,685$169K<0.01%013F-HRTimeline
Granite FO LLC1,550$155K0.08%013F-HRTimeline
JTC Employer Solutions Trustee Ltd1,550$155K0.01%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,531$153K<0.01%-64013F-HRTimelineGroup
AdvisorNet Financial, Inc1,463$147K0.01%+10013F-HRTimeline
Amica Retiree Medical Trust1,413$142K0.19%013F-HRTimeline
Fortitude Family Office, LLC1,400$140K0.04%013F-HRTimeline
Missouri Trust & Investment Co1,275$128K0.04%-5013F-HRTimeline
Ramirez Asset Management, Inc.1,275$128K0.02%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,251$125K0.01%+13613F-HRTimeline
SOA Wealth Advisors, LLC.96,216$120K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$120K<0.01%013F-HRTimelineGroup
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A1,198$120K<0.01%13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,190$119K0.01%-23613F-HRTimeline
Key Financial Inc1,166$118K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,124$113K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC1,115$112K0.06%013F-HRTimeline
Register Financial Advisors LLC1,052$105K0.04%013F-HRTimeline
CoreCap Advisors, LLC1,047$105K<0.01%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,030$103K0.01%013F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,000$100K0.01%013F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH1,000$100K<0.01%new13F-HRTimelineGroup
Hopwood Financial Services, Inc.950$95.2K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC940$94.2K0.02%013F-HRTimeline
TRUST CO OF VERMONT928$93K<0.01%-4513F-HRTimeline
Versant Capital Management, Inc900$90.2K0.01%013F-HRTimeline
Wealthspire Advisors, LLC874$87.6K<0.01%new13F-HRTimeline
EPG Wealth Management LLC820$82.2K0.02%+1113F-HRTimeline
Hanson & Doremus Investment Management818$82K0.01%-48213F-HRTimeline
FAS Wealth Partners, Inc.804$80.6K0.01%013F-HRTimeline
WealthShield Partners, LLC774$77.6K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.755$75.7K<0.01%+11113F-HRTimeline
CURIO WEALTH, LLC748$75K0.03%013F-HRTimeline
Avalon Trust Co704$70.5K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.655$66.5K<0.01%013F-HRTimeline
Caldwell Trust Co660$66.1K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC657$65.8K<0.01%013F-HRTimelineGroup
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding636$63.7K-63,834Timeline
PIER 88 INVESTMENT PARTNERS LLC600$60.1K0.01%new13F-HRTimeline
High Note Wealth, LLC595$59.6K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…595$59.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC589$59K0.01%013F-HRTimeline
Realta Investment Advisors588$58.9K0.02%+7413F-HRTimeline
MMA ASSET MANAGEMENT LLC587$58.8K0.02%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…500$53.8K<0.01%013F-HRTimeline
Addison Advisors LLC535$53.6K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC535$53.6K0.02%013F-HR/ATimeline
ADIRONDACK TRUST CO505$50.6K0.02%013F-HRTimeline
Premier Financial Group500$49.9K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA464$46.5K<0.01%-2613F-HRTimelineGroup
Cranbrook Wealth Management, LLC446$44.7K0.01%-13013F-HRTimeline
AlphaCore Capital LLC440$44.1K<0.01%-10013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC400$40.1K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC400$40.1K<0.01%013F-HRTimeline
HOWE & RUSLING INC386$38.7K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT377$37.8K<0.01%+1713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.373$37.4K<0.01%013F-HRTimelineGroup
Davis Capital Management352$35.3K0.02%13F-HRTimeline
Nalls Sherbakoff Group, LLC350$35.1K0.02%013F-HRTimeline
EASTERN BANK336$33.7K<0.01%-10013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS310$31.1K0.01%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.301$30.2K0.01%013F-HRTimeline
Provident Wealth Management, LLC300$30.1K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC297$29.8K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.280$28.1K<0.01%-8713F-HRTimeline
Tortoise Investment Management, LLC275$27.6K<0.01%013F-HRTimeline
Scarborough Advisors, LLC257$25.7K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC250$25.1K0.01%-37313F-HRTimeline
Fairscale Capital, LLC247$24.7K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC245$24.5K<0.01%013F-HRTimeline
Creekmur Asset Management LLC238$23.8K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC236$23.6K<0.01%013F-HR/ATimeline
Asset Dedication, LLC235$23.5K<0.01%new13F-HRTimeline
Sachetta, LLC225$22.5K0.01%013F-HRTimeline
Investors Research Corp221$22.1K<0.01%013F-HRTimeline
HighMark Wealth Management LLC220$22.1K0.01%013F-HRTimeline
Golden State Wealth Management, LLC219$21.9K<0.01%013F-HRTimeline
Pacifica Partners Inc.200$20.3K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$20K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$20K0.06%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV200$20K<0.01%-2013F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…194$19.4K<0.01%+10013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp165$18.5K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180$18K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.180$18K<0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC176$17.6K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC175$17.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.175$17.5K<0.01%013F-HRTimeline
Boreal Capital Management LLC162$16.2K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC152$15.2K<0.01%+15113F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC150$15K0.01%new13F-HRTimeline
Crewe Advisors LLC150$15K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA140$14K<0.01%-7013F-HRTimeline
Blue Trust, Inc.135$13.5K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…135$13.5K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd131$13.1K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…130$13K<0.01%new13F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD126$12.6K<0.01%-37813F-HRTimelineGroup
Robinswood Financial LLC125$12.5K<0.01%-13013F-HRTimeline
United Community Bankin group United Community Bank115$11.5K<0.01%013F-HRTimelineGroup
Smithfield Trust Co114$11K<0.01%013F-HRTimeline