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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

807 managers (817 13F filers) reported a position in XBI shares at 2026-03-31, 131,295,147 shares in all. 94 filers opened a position and 97 filers sold out during the quarter.

Managers
807
13F filers
817
New
94
Added
251
Reduced
242
Sold out
97
Shares held by filers
131,295,147

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Alaethes Wealth, LLC5,110$653K0.19%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co5,100$651K0.15%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,037$643K0.05%-57513F-HRTimeline
Rehmann Capital Advisory Group5,007$640K0.03%+1013F-HRTimeline
BigSur Wealth Management LLC5,000$639K0.18%-1,50013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,868$622K0.02%-65913F-HRTimeline
MGO ONE SEVEN LLC4,818$615K0.01%-46413F-HRTimeline
Caprock Group, LLC4,741$606K0.01%013F-HRTimeline
Millennium Capital Advisors, LLC4,736$605K0.37%+1213F-HRTimeline
Comprehensive Money Management Services…4,706$601K0.39%013F-HRTimeline
Jacobi Capital Management LLC4,706$601K0.03%013F-HRTimeline
Sargent Investment Group, LLC4,670$596K0.08%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC4,609$589K0.11%-6113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,601$588K<0.01%013F-HR/ATimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,560$582K<0.01%-30013F-HRTimeline
Mesirow Financial Investment Management…4,541$580K0.01%+36713F-HRTimeline
Apella Capital, LLC4,177$579K0.01%+15713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,392$561K<0.01%+39213F-HRTimelineGroup
Pacific Center for Financial Services4,376$559K0.14%+1613F-HRTimeline
Wealth Management Partners, LLC4,283$547K0.16%new13F-HRTimeline
Perkins Coie Trust Co4,277$546K0.11%013F-HRTimeline
Powell Investment Advisors, LLC4,245$542K0.19%013F-HRTimeline
Chesley Taft & Associates LLC4,230$540K0.02%new13F-HRTimeline
Bridgewater Advisors Inc.3,958$538K0.03%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,176$533K0.02%013F-HR/ATimeline
Pekin Hardy Strauss, Inc.4,125$527K0.06%-3013F-HRTimeline
DUTCH ASSET Corp4,123$527K0.35%-20013F-HRTimeline
FIRST MANHATTAN CO. LLC.4,100$524K<0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC4,098$523K0.04%-22913F-HRTimeline
CX Institutional4,040$516K0.02%013F-HRTimeline
Gruss & Co., LLC4,000$511K1.19%+50013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.4,000$511K0.02%new13F-HRTimelineGroup
Evercore Wealth Management, LLC3,992$510K0.01%+1,50013F-HRTimeline
BANK OZK3,972$507K0.18%013F-HRTimeline
INGALLS & SNYDER LLC3,964$506K0.02%-213F-HRTimeline
Fortis Advisors, LLC3,906$499K0.25%013F-HRTimeline
Montecito Bank & Trust3,900$498K0.08%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC3,899$498K0.01%+1,88213F-HRTimeline
Arkadios Wealth Advisors3,887$496K0.01%-2,60113F-HRTimeline
Solstein Capital, LLC3,865$494K0.2%+1,96413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,792$484K<0.01%+1813F-HRTimelineGroup
Compass Ion Advisors, LLC3,786$484K0.05%-10013F-HRTimeline
Continuum Advisory, LLC3,683$470K0.05%-14613F-HRTimeline
Advantage Trust Co3,645$466K0.21%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…3,909$465K<0.01%-85213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC3,627$463K0.22%-7413F-HRTimeline
LMCG INVESTMENTS, LLC3,588$458K0.03%-13213F-HRTimeline
Marex Group Ltdin group Marex Group Ltd3,588$458K<0.01%new13F-HRTimelineGroup
NCM Capital Management, LLC3,584$458K0.16%-3613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP3,581$457K0.02%-3,35313F-HRTimeline
Greystone Financial Group, LLC3,574$457K0.13%-1,82113F-HRTimeline
Ashton Thomas Private Wealth, LLC3,560$455K0.01%-60013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,533$451K0.01%+1,65913F-HRTimeline
Gladstone Institutional Advisory LLC3,529$451K0.02%+1,43613F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …3,500$447K0.01%-45,15113F-HRTimelineGroup
Worth Asset Management, LLC3,485$445K0.17%-23,18713F-HRTimeline
Mathes Company, Inc.3,470$443K0.16%013F-HRTimeline
Miller Investment Management, LP3,435$439K0.04%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,395$434K0.02%-48813F-HRTimelineGroup
WAYSTONE ADVISORS LLC3,383$432K0.39%+40913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP3,322$424K0.02%+36613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,306$422K0.02%-27913F-HRTimelineGroup
Investment Partners Asset Management, I…3,273$418K0.26%013F-HRTimeline
Man Group plcin group Man Group plc3,270$418K<0.01%new13F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC3,120$417K0.01%013F-HRTimeline
BAROMETER CAPITAL MANAGEMENT INC.3,200$409K0.14%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,188$407K<0.01%-1,19513F-HRTimelineGroup
Seelaus Asset Management LLC3,180$406K0.29%013F-HRTimeline
Csenge Advisory Group3,168$405K0.02%new13F-HRTimeline
KTF INVESTMENTS, LLC3,154$403K0.07%-10013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.3,153$403K0.06%013F-HRTimeline
Betterment LLC3,148$402K<0.01%+1,18113F-HRTimeline
Jaffetilchin Investment Partners, LLC3,110$397K0.02%-713F-HRTimeline
Coastwise Capital Group, LLC3,090$395K0.22%-7013F-HRTimeline
Garden State Investment Advisory Servic…3,085$394K0.09%+1,42513F-HRTimeline
DOLIVER ADVISORS, LP3,082$394K0.09%-2513F-HRTimeline
IPG Investment Advisors LLC3,056$390K0.07%+1,40013F-HRTimeline
Geneos Wealth Management Inc.3,030$387K0.01%013F-HRTimeline
Peregrine Asset Advisers, Inc.3,019$386K0.1%-58,20513F-HRTimeline
Amplius Wealth Advisors, LLC3,016$385K0.03%013F-HRTimeline
WARNER FINANCIAL, INC2,995$383K0.13%013F-HRTimeline
Quantinno Capital Management LP2,996$383K<0.01%+1,05713F-HRTimeline
InTrack Investment Management Inc2,975$380K0.22%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Banco Santander, S.A.in group Banco Santander, S.A.2,959$378K<0.01%+79413F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…2,943$376K<0.01%-23,62713F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management2,930$374K<0.01%-8,76413F-HRTimelineGroup
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,902$371K0.07%new13F-HRTimeline
Integrated Advisors Network LLC2,883$368K0.02%-48813F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…2,854$365K<0.01%-2,63113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,834$362K0.01%+25413F-HRTimelineGroup
NewEdge Wealth, LLC2,805$358K<0.01%-4813F-HRTimeline
Prairie Wealth Advisors, Inc.0$358K0.16%013F-HRTimelineAmount filed as zero, left out of ratios.
Dorsey & Whitney Trust CO LLC2,800$358K0.02%013F-HRTimeline
Fragasso Financial Advisors Inc2,769$357K0.02%013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.2,784$356K<0.01%-2,53813F-HRTimelineGroup
Tranquilli Financial Advisor LLC2,776$355K0.21%+13913F-HRTimeline
Elm3 Financial Group, LLC2,770$354K0.3%+18013F-HRTimeline
Storgate, LLC2,766$353K0.28%013F-HRTimeline
Abundance Wealth Counselors2,761$353K0.05%new13F-HRTimeline
Aries Wealth Management2,760$353K0.08%013F-HRTimeline
Sequoia Financial Advisors, LLC2,758$352K<0.01%-1,07913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,755$352K0.02%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,751$351K0.07%013F-HRTimeline
LANARK FINANCIAL, INC.2,736$350K0.03%-5013F-HRTimeline
Waverly Advisors, LLC2,719$347K<0.01%-20313F-HRTimeline
PRIVATE TRUST CO NA2,712$346K0.03%-4413F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…2,712$346K0.01%new13F-HRTimelineGroup
WEALTH ALLIANCE, LLC2,710$346K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,710$346K<0.01%+35913F-HRTimelineGroup
Valeo Financial Advisors, LLC2,693$344K0.01%013F-HRTimeline
Poehling Capital Management, INC.2,677$342K0.07%-3713F-HRTimeline
Moors & Cabot, Inc.2,669$341K0.01%-7813F-HRTimeline
EAGLE WEALTH STRATEGIES LLC2,654$339K0.15%-18013F-HRTimeline
SHUFRO ROSE & CO LLC2,650$338K0.02%-10013F-HRTimeline
Banco BTG Pactual S.A.2,610$333K0.07%new13F-HRTimeline
Demars Financial Group, LLC2,604$333K0.11%-20913F-HRTimeline
RWA WEALTH PARTNERS, LLC2,563$327K<0.01%013F-HRTimeline
Ellis Investment Partners, LLC2,559$327K0.06%+31613F-HRTimeline
MOTCO2,555$326K0.03%013F-HRTimeline
HBW ADVISORY SERVICES LLC2,516$321K0.03%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…2,485$320K0.2%-14413F-HRTimeline
Sherman Asset Management, Inc.2,504$320K0.29%+15813F-HRTimeline
Financial Solutions Advisory Group, Inc.2,502$320K0.04%13F-HRTimeline
MMA ASSET MANAGEMENT LLC2,502$320K0.11%new13F-HRTimeline
NANO CAP NEW MILLENNIUM GROWTH FUND L P2,500$319K0.3%-7,50013F-HRTimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.2,500$319K<0.01%-2,50013F-HRTimelineGroup
COURIER CAPITAL LLC2,485$317K0.02%+16513F-HR/ATimeline
Aspen Investment Management Inc2,472$316K0.1%new13F-HRTimeline
Ironwood Investment Counsel, LLC2,467$315K0.05%013F-HRTimeline
Navis Wealth Advisors, LLC2,463$315K0.16%+66313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,316$312K0.29%013F-HRTimeline
Global Financial Private Client, LLC2,414$308K0.1%+48513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,414$305K0.02%+57613F-HRTimelineGroup
Simplicity Wealth,LLC2,367$302K0.02%-19213F-HRTimeline
Ignite Planners, LLC2,362$302K0.05%+1513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,361$302K0.01%013F-HRTimelineGroup
Covenant Asset Management, LLC2,343$299K0.06%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,325$297K<0.01%013F-HRTimelineGroup
SPINNAKER TRUST2,310$295K0.02%013F-HRTimeline
Visionary Wealth Advisors2,309$295K0.01%+8913F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC2,272$290K0.03%013F-HRTimeline
Intesa Sanpaolo S.p.A.group of 2 filers holding2,250$287K-3,350Timeline
Trademark Financial Management, LLC2,249$287K0.14%new13F-HRTimeline
Round Rock Advisors LLC2,219$283K0.04%-6013F-HRTimeline
Anchor Investment Management, LLC2,217$283K0.02%-6113F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,204$281K0.2%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,201$281K0.16%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,197$281K<0.01%013F-HRTimelineGroup
HB Wealth Management, LLC2,190$280K<0.01%+15713F-HRTimeline
Florida Trust Wealth Management Co2,151$275K0.01%new13F-HRTimeline
Missouri Trust & Investment Co2,125$271K0.08%+75013F-HRTimeline
Mill Creek Capital Advisors, LLC2,121$271K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,108$269K0.02%new13F-HRTimeline
WBH ADVISORY INC2,080$267K0.02%013F-HRTimeline
Financial Partners Group, Inc2,089$267K0.03%013F-HRTimeline
M3 Advisory Group, LLC2,071$265K0.16%013F-HRTimeline
AlphaStar Capital Management, LLC2,058$263K0.02%-1313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,055$262K<0.01%+1,87313F-HRTimeline
Capital Investment Advisory Services, L…2,055$262K0.02%-6813F-HRTimeline
Waterfront Wealth Inc.2,041$261K0.05%013F-HRTimeline
Zuckerman Investment Group, LLC2,023$258K0.02%+33213F-HRTimeline
Beaton Management Co. Inc.2,022$258K0.11%013F-HRTimeline
Financial Council, LLC2,008$256K0.1%013F-HRTimeline
Sloy Dahl & Holst, LLC2,007$256K0.04%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$256K0.01%013F-HRTimelineGroup
Invst, LLC2,001$256K0.03%-63113F-HRTimeline
J. Goldman & Co LP2,000$255K0.01%new13F-HRTimeline
Next Capital Management LLC2,000$255K0.08%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.2,000$255K0.06%013F-HRTimeline
New England Private Wealth Advisors LLC1,975$252K0.03%013F-HRTimeline
World Investment Advisors1,951$249K<0.01%-3413F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,947$249K0.25%13F-HRTimeline
Ballentine Partners, LLC1,939$248K<0.01%+11213F-HRTimeline
Merit Financial Group, LLC1,929$246K<0.01%-27613F-HRTimeline
Carter Financial Group, INC.1,917$245K0.15%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,882$240K<0.01%+22413F-HRTimelineGroup
Regal Investment Advisors LLC1,868$239K0.01%new13F-HRTimeline
Vertrix Wealth Management, LLC1,858$237K0.09%13F-HRTimeline
AdvisorNet Financial, Inc1,844$236K0.01%+51713F-HRTimeline
Avior Wealth Management, LLC1,839$235K0.01%new13F-HRTimeline
Cornerstone Planning, LLC1,834$234K0.05%013F-HRTimeline
Fiduciary Group, LLC1,832$234K0.02%013F-HRTimeline
KPP Advisory Services LLC1,830$234K0.03%013F-HRTimeline
High Net Worth Advisory Group LLC1,820$232K0.05%013F-HRTimeline
Arlington Financial Advisors, LLC1,809$231K0.03%-4013F-HRTimeline
Ausdal Financial Partners, Inc.1,802$230K0.01%-12013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,790$229K0.03%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,789$229K<0.01%-213F-HRTimeline
VANCE WEALTH, LLC1,786$228K0.07%013F-HRTimeline
IAM Advisory, LLC1,773$226K0.05%-7213F-HRTimeline
Maridea Wealth Management LLC1,750$224K0.03%new13F-HRTimeline
Presidio Capital Management, LLC1,748$223K0.06%-27013F-HRTimeline
Runnymede Capital Advisors, Inc.1,748$223K0.19%new13F-HRTimeline
Sound Stewardship, LLC1,748$223K0.1%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,745$223K0.04%-7013F-HRTimelineGroup
BlackDiamond Wealth Management, LLC1,740$222K0.11%-3013F-HRTimeline
DIVERSIFIED TRUST CO1,725$220K<0.01%+4413F-HRTimeline
K.J. Harrison & Partners Inc1,720$220K0.04%-30,16013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,716$219K0.01%013F-HRTimelineGroup
Sightline Wealth Advisors, LLC1,715$219K0.09%013F-HRTimeline