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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

809 managers (818 13F filers) reported a position in XBI shares at 2025-12-31, 134,682,882 shares in all. 188 filers opened a position and 51 filers sold out during the quarter.

Managers
809
13F filers
818
New
188
Added
233
Reduced
205
Sold out
51
Shares held by filers
134,682,882

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Phoenix Financial Ltd.in group Phoenix Financial Ltd.5,322$649K0.01%-10,20013F-HRTimelineGroup
MGO ONE SEVEN LLC5,282$644K0.01%+82313F-HRTimeline
Fort Sheridan Advisors LLC5,224$637K0.08%+30013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,111$624K<0.01%13F-HR/ATimelineGroup
Alaethes Wealth, LLC5,110$623K0.18%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co5,100$622K0.13%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,072$618K0.04%new13F-HRTimelineGroup
WESPAC Advisors SoCal, LLC5,042$615K0.12%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,039$614K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,027$613K<0.01%13F-HRTimelineGroup
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.5,000$610K<0.01%013F-HRTimelineGroup
HERBST GROUP, LLC5,000$610K0.36%+27513F-HRTimeline
Rehmann Capital Advisory Group4,997$609K0.03%+213F-HRTimeline
WEDBUSH SECURITIES INC4,972$606K0.02%+34813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding4,890$596K-1,059Timeline
Congress Park Capital LLC4,890$596K0.18%new13F-HRTimeline
HEADINVEST, LLC4,866$593K0.12%+27013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,860$593K<0.01%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP4,848$591K0.04%+1,69713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,761$580K<0.01%+27513F-HRTimeline
Caprock Group, LLC4,741$578K0.01%-56913F-HRTimeline
IEQ CAPITAL, LLC4,725$576K<0.01%+26613F-HRTimeline
Millennium Capital Advisors, LLC4,724$576K0.34%+1,50313F-HRTimeline
Comprehensive Money Management Services…4,706$574K0.4%+16013F-HRTimeline
Jacobi Capital Management LLC4,706$574K0.03%+1513F-HRTimeline
FFT WEALTH MANAGEMENT LLC4,670$569K0.11%-36513F-HRTimeline
Sargent Investment Group, LLC4,670$569K0.07%new13F-HRTimeline
FineMark National Bank & Trust4,650$567K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,601$561K<0.01%-90413F-HR/ATimelineGroup
South Shore Capital Advisors4,500$549K0.4%13F-HRTimeline
Almanack Investment Partners, LLC.4,458$544K0.09%new13F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,439$541K0.2%-5913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,388$535K0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,383$534K<0.01%-38213F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,327$528K0.03%+1,01913F-HRTimeline
DUTCH ASSET Corp4,323$527K0.41%13F-HRTimeline
Perkins Coie Trust Co4,277$521K0.1%013F-HRTimeline
Powell Investment Advisors, LLC4,245$518K0.18%013F-HRTimeline
Federation des caisses Desjardins du Qu…4,203$512K<0.01%+3,60813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,176$509K0.01%013F-HRTimeline
Mesirow Financial Investment Management…4,174$509K0.01%-99313F-HRTimeline
Bridgewater Advisors Inc.3,958$507K0.03%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,160$507K0.01%013F-HRTimeline
Pekin Hardy Strauss, Inc.4,155$507K0.05%+46913F-HRTimeline
FIRST MANHATTAN CO. LLC.4,100$500K<0.01%-34013F-HRTimeline
CX Institutional4,040$493K0.01%-8,16013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,026$491K<0.01%-4,85413F-HRTimelineGroup
Apella Capital, LLC4,020$490K0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,000$488K<0.01%+66513F-HRTimelineGroup
BANK OZK3,972$484K0.17%013F-HRTimeline
INGALLS & SNYDER LLC3,966$484K0.02%-3013F-HRTimeline
Blue Capital, Inc.3,922$478K0.34%new13F-HRTimeline
Fortis Advisors, LLC3,906$476K0.26%-77013F-HRTimeline
Montecito Bank & Trust3,900$476K0.08%013F-HRTimeline
Compass Ion Advisors, LLC3,886$474K0.05%+9713F-HRTimeline
Rathbones Group PLC3,883$473K<0.01%new13F-HR/ATimeline
Ascent Group, LLCin group Ascent Group, LLC3,883$473K0.02%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,837$468K<0.01%+44413F-HRTimeline
Continuum Advisory, LLC3,829$467K0.05%-14513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,794$463K0.01%-4,48913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,774$460K<0.01%-45513F-HRTimelineGroup
Ameraudi Asset Management, Inc.3,747$457K0.25%013F-HRTimeline
LMCG INVESTMENTS, LLC3,720$454K0.03%013F-HRTimeline
Twin Tree Management, LP3,717$453K0.05%-662,47013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,701$451K0.21%+46213F-HRTimeline
Sava Infond d.o.o.3,700$451K0.06%new13F-HRTimeline
Advantage Trust Co3,645$444K0.2%-60013F-HRTimeline
NCM Capital Management, LLC3,620$441K0.16%+413F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,585$437K0.02%new13F-HRTimelineGroup
Pacific Center for Financial Services4,360$437K0.11%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,535$431K0.01%new13F-HR/ATimeline
Gruss & Co., LLC3,500$427K0.94%-50013F-HRTimeline
Mathes Company, Inc.3,470$423K0.15%013F-HRTimeline
Miller Investment Management, LP3,435$419K0.04%013F-HRTimeline
Integrated Advisors Network LLC3,371$411K0.02%+1,24213F-HRTimeline
Investment Partners Asset Management, I…3,273$399K0.25%+1613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,260$397K<0.01%+9013F-HRTimelineGroup
KTF INVESTMENTS, LLC3,254$397K0.07%13F-HRTimeline
Fiduciary Alliance LLC3,193$389K0.03%-44013F-HRTimeline
Seelaus Asset Management LLC3,180$388K0.31%-5013F-HRTimeline
Coastwise Capital Group, LLC3,160$385K0.19%-29213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.3,153$384K0.05%-1,26013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.3,140$383K<0.01%+91013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$380K<0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,117$380K0.02%+44713F-HRTimeline
DOLIVER ADVISORS, LP3,107$379K0.09%-5013F-HRTimeline
Geneos Wealth Management Inc.3,030$369K0.01%+65013F-HRTimeline
Amplius Wealth Advisors, LLC3,016$368K0.03%+1013F-HRTimeline
Wealthspire Advisors, LLC2,996$365K<0.01%+2,12213F-HRTimeline
WARNER FINANCIAL, INC2,995$365K0.13%new13F-HRTimeline
WAYSTONE ADVISORS LLC2,974$363K0.31%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,956$360K0.02%+79713F-HRTimeline
Waverly Advisors, LLC2,922$356K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,890$352K<0.01%-4,13913F-HRTimelineGroup
NewEdge Wealth, LLC2,853$348K<0.01%-65113F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,834$346K0.16%013F-HRTimeline
Demars Financial Group, LLC2,813$343K0.11%013F-HRTimeline
Dorsey & Whitney Trust CO LLC2,800$341K0.02%013F-HRTimeline
Markin Volterra Fund LPin group Markin Asset Management, LP2,789$340K2.69%13F-HRTimelineGroup
LANARK FINANCIAL, INC.2,786$340K0.03%-1,88313F-HRTimeline
Fragasso Financial Advisors Inc2,769$338K0.02%+813F-HRTimeline
Storgate, LLC2,766$337K0.28%13F-HRTimeline
Ewing Morris & Co. Investment Partners …2,730$337K0.15%new13F-HRTimeline
Aries Wealth Management2,760$337K0.07%013F-HRTimeline
PRIVATE TRUST CO NA2,756$336K0.03%+12613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$336K0.02%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,751$335K0.08%013F-HRTimeline
SHUFRO ROSE & CO LLC2,750$335K0.02%-20013F-HRTimeline
Moors & Cabot, Inc.2,747$335K0.01%+3013F-HRTimeline
Fulcrum Equity Management2,741$334K0.32%new13F-HRTimeline
Poehling Capital Management, INC.2,714$331K0.07%-1113F-HRTimeline
WEALTH ALLIANCE, LLC2,710$330K0.03%+613F-HRTimeline
Valeo Financial Advisors, LLC2,693$328K0.01%new13F-HRTimeline
Tranquilli Financial Advisor LLC2,637$322K0.19%new13F-HRTimeline
Invst, LLC2,632$321K0.03%-16013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,629$319K0.2%-38213F-HRTimeline
Elm3 Financial Group, LLC2,590$316K0.26%new13F-HRTimeline
One Capital Management, LLC2,587$315K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,580$314K0.01%+21313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,563$313K<0.01%-4613F-HRTimeline
Prairie Wealth Advisors, Inc.0$312K0.13%-2,56113F-HRTimelineAmount filed as zero, left out of ratios.
Simplicity Wealth,LLC2,559$312K0.02%-99413F-HRTimeline
MOTCO2,555$312K0.03%013F-HRTimeline
Blackstone Inc.in group Blackstone Inc.2,548$311K<0.01%013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Evercore Wealth Management, LLC2,492$304K<0.01%-3,20013F-HRTimeline
Aptus Capital Advisors, LLC2,485$303K<0.01%+44613F-HRTimeline
Ironwood Investment Counsel, LLC2,467$301K0.04%-9013F-HRTimeline
Total Clarity Wealth Management, Inc.2,462$300K0.07%new13F-HRTimeline
Ignite Planners, LLC2,347$293K0.04%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,316$289K0.37%-2313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,361$288K0.01%+713F-HRTimelineGroup
Sherman Asset Management, Inc.2,346$286K0.24%-73513F-HRTimeline
Covenant Asset Management, LLC2,343$286K0.06%013F-HRTimeline
VestGen Advisors, LLC2,338$285K0.01%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,325$283K<0.01%-7513F-HRTimelineGroup
COURIER CAPITAL LLC2,320$283K0.02%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,315$282K0.22%new13F-HRTimeline
SPINNAKER TRUST2,310$282K0.02%013F-HRTimeline
Foundations Investment Advisors, LLC2,297$280K<0.01%new13F-HRTimeline
Round Rock Advisors LLC2,279$278K0.04%-4613F-HR/ATimeline
Anchor Investment Management, LLC2,278$278K0.02%-16213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,272$277K0.03%new13F-HRTimeline
Ellis Investment Partners, LLC2,243$274K0.05%new13F-HRTimeline
Tempus Wealth Planning, LLC2,237$273K0.06%-8613F-HRTimeline
Visionary Wealth Advisors2,220$271K0.01%+17813F-HRTimeline
Grantvest Financial Group LLC2,207$269K0.17%-5013F-HRTimeline
Merit Financial Group, LLC2,205$269K<0.01%+15013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,204$269K0.18%-7213F-HRTimeline
Dynamic Wealth Strategies, LLC2,201$268K0.16%+8013F-HRTimeline
West Tower Group, LLC2,200$268K0.62%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,197$268K<0.01%013F-HRTimelineGroup
Harpswell Capital Advisors, LLC2,194$268K0.21%-14,57413F-HRTimeline
Atom Investors LP2,183$266K0.02%-119,88613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,165$264K<0.01%-53613F-HRTimelineGroup
Financial Partners Group, Inc2,089$261K0.03%new13F-HRTimeline
Waterfront Wealth Inc.2,041$261K0.05%+113F-HRTimeline
Capital Investment Advisory Services, L…2,123$259K0.02%+8113F-HRTimeline
Mill Creek Capital Advisors, LLC2,121$259K0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,113$258K0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC2,093$255K0.01%+6313F-HRTimeline
WBH ADVISORY INC2,080$254K0.02%-14113F-HRTimeline
AlphaStar Capital Management, LLC2,071$253K0.02%-23913F-HRTimeline
M3 Advisory Group, LLC2,071$252K0.15%+2613F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,050$250K0.02%013F-HRTimeline
HB Wealth Management, LLC2,033$248K<0.01%-18813F-HRTimeline
Beaton Management Co. Inc.2,022$247K0.11%-2813F-HRTimeline
Presidio Capital Management, LLC2,018$246K0.07%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,017$246K0.01%new13F-HRTimeline
Financial Council, LLC2,008$245K0.1%013F-HRTimeline
Sloy Dahl & Holst, LLC2,007$245K0.03%+413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$244K0.01%013F-HRTimelineGroup
Next Capital Management LLC2,000$244K0.08%013F-HRTimeline
PING CAPITAL MANAGEMENT, INC.2,000$244K0.1%-1,00013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,000$244K0.06%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,992$243K0.09%new13F-HRTimeline
World Investment Advisors1,985$242K<0.01%new13F-HR/ATimeline
New England Private Wealth Advisors LLC1,975$241K0.03%new13F-HR/ATimeline
Betterment LLC1,967$240K<0.01%new13F-HRTimeline
Quantinno Capital Management LP1,939$236K<0.01%-35513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,351$236K<0.01%+2613F-HRTimelineGroup
Global Financial Private Client, LLC1,929$235K0.08%new13F-HRTimeline
Ausdal Financial Partners, Inc.1,922$234K0.01%new13F-HRTimeline
American State Bank (Iowa)1,919$234K0.11%new13F-HRTimeline
Carter Financial Group, INC.1,917$234K0.14%new13F-HRTimeline
Resurgent Financial Advisors LLC1,902$232K0.12%-3,90513F-HRTimeline
Solstein Capital, LLC1,901$232K0.09%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,874$228K0.01%new13F-HRTimeline
Arlington Financial Advisors, LLC1,849$225K0.03%new13F-HRTimeline
IAM Advisory, LLC1,845$225K0.05%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,838$224K0.01%-19,32513F-HRTimelineGroup
Cornerstone Planning, LLC1,834$224K0.05%13F-HRTimeline
Fiduciary Group, LLC1,832$223K0.02%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,770$223K0.11%-36313F-HRTimeline
KPP Advisory Services LLC1,830$223K0.03%new13F-HRTimeline
Ballentine Partners, LLC1,827$223K<0.01%new13F-HRTimeline
High Net Worth Advisory Group LLC1,820$222K0.05%new13F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,815$221K0.04%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC1,800$219K0.09%-60013F-HRTimeline
Focus Financial Network, Inc.1,796$219K0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,791$218K<0.01%new13F-HRTimeline