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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

926 managers (938 13F filers) reported a position in XBI shares at 2026-06-30, 123,736,951 shares in all. 170 filers opened a position and 48 filers sold out during the quarter.

Managers
926
13F filers
938
New
170
Added
324
Reduced
231
Sold out
48
Shares held by filers
123,736,951

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Focus Financial Network, Inc.2,324$368K0.01%+71813F-HRTimeline
SPINNAKER TRUST2,310$366K0.02%013F-HRTimeline
Pinnacle Family Advisors, LLC2,300$364K0.15%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,280$361K<0.01%-4513F-HRTimelineGroup
STEEL GROVE CAPITAL ADVISORS, LLC2,272$360K0.03%013F-HRTimeline
AdvisorNet Financial, Inc2,265$358K0.02%+42113F-HRTimeline
Integrated Advisors Network LLC2,260$358K0.02%-62313F-HRTimeline
Stirlingshire Investments, Inc.2,252$356K0.26%new13F-HRTimeline
RFP Financial Group LLC2,242$355K0.16%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.2,318$355K0.28%+213F-HRTimeline
Regal Investment Advisors LLC2,233$353K0.02%+36513F-HRTimeline
Visionary Wealth Advisors2,231$353K0.01%-7813F-HRTimeline
Round Rock Advisors LLC2,219$351K0.05%013F-HRTimeline
Anchor Investment Management, LLC2,217$351K0.03%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC2,204$349K0.22%013F-HRTimeline
Dynamic Wealth Strategies, LLC2,201$348K0.19%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,197$348K<0.01%013F-HRTimelineGroup
Florida Trust Wealth Management Co2,151$340K0.01%013F-HRTimeline
Maridea Wealth Management LLC2,151$340K0.04%+40113F-HRTimeline
STG SECURITIES, LLC2,136$338K0.37%13F-HRTimeline
BLUELINE ADVISORS LLC2,130$337K0.23%+1,12013F-HRTimeline
HB Wealth Management, LLC2,128$337K<0.01%-6213F-HRTimeline
PETERSON WEALTH MANAGEMENT2,118$335K0.16%+74513F-HRTimeline
Missouri Trust & Investment Co2,275$334K0.09%+15013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,113$334K0.04%+32313F-HRTimeline
M3 Advisory Group, LLC2,101$332K0.17%+3013F-HRTimeline
Blue Trust, Inc.2,098$332K<0.01%+2,08613F-HRTimeline
Sigma Planning Corp2,090$331K0.01%-13,11313F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A2,085$330K<0.01%-13,77113F-HRTimelineGroup
WBH ADVISORY INC2,080$329K0.02%013F-HRTimeline
AlphaStar Capital Management, LLC2,077$329K0.02%+1913F-HRTimeline
Ignite Planners, LLC2,057$326K0.04%-30513F-HRTimeline
Waterfront Wealth Inc.2,041$325K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…2,044$323K0.02%-1113F-HRTimeline
Zuckerman Investment Group, LLC2,023$320K0.03%013F-HRTimeline
Beaton Management Co. Inc.2,022$320K0.13%013F-HRTimeline
Financial Council, LLC2,008$318K0.1%013F-HRTimeline
Sloy Dahl & Holst, LLC2,008$318K0.04%+113F-HRTimeline
Richwood Investment Advisors, LLC2,004$317K0.22%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise2,001$317K0.02%-1,30513F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC2,003$317K0.01%013F-HRTimelineGroup
J. Goldman & Co LP2,000$316K0.01%013F-HRTimeline
Next Capital Management LLC2,000$316K0.09%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,990$315K<0.01%-6513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…1,856$298K0.23%-62913F-HRTimeline
New England Private Wealth Advisors LLC1,975$297K0.03%013F-HRTimeline
Maltin Wealth Management, Inc.1,870$296K0.1%new13F-HRTimeline
Financial Engines Advisors L.L.C.1,864$295K<0.01%+7513F-HRTimeline
LANARK FINANCIAL, INC.1,850$293K0.02%-88613F-HRTimeline
Cornerstone Planning, LLC1,834$290K0.07%013F-HRTimeline
Fiduciary Group, LLC1,832$290K0.02%013F-HRTimeline
KPP Advisory Services LLC1,830$290K0.04%013F-HRTimeline
Rinkey Investments1,828$289K0.07%+15313F-HRTimeline
Ballentine Partners, LLC1,827$289K<0.01%-11213F-HRTimeline
High Net Worth Advisory Group LLC1,819$288K0.06%-113F-HRTimeline
Presidio Capital Management, LLC1,812$287K0.07%+6413F-HRTimeline
Arlington Financial Advisors, LLC1,809$286K0.04%013F-HRTimeline
Friedenthal Financial1,805$286K0.13%+1,75113F-HRTimeline
Invst, LLC1,802$285K0.03%-19913F-HRTimeline
VANCE WEALTH, LLC1,786$283K0.06%013F-HRTimeline
Merit Financial Group, LLC1,758$278K<0.01%-17113F-HR/ATimeline
SONATA CAPITAL GROUP INC1,750$277K0.09%+15013F-HRTimeline
Runnymede Capital Advisors, Inc.1,748$277K0.16%013F-HRTimeline
K.J. Harrison & Partners Inc1,720$272K0.04%013F-HRTimeline
BRIGHTON JONES LLC1,719$272K0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC1,715$271K0.1%013F-HRTimeline
Glenview Trust Co1,711$271K<0.01%013F-HR/ATimeline
Ausdal Financial Partners, Inc.1,706$270K0.01%-9613F-HRTimeline
Sound Stewardship, LLC1,697$269K0.11%-5113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,696$268K0.02%013F-HRTimelineGroup
Register Financial Advisors LLC1,695$268K0.08%+15513F-HRTimeline
Nicholson Wealth Management Group, LLC1,692$268K0.16%013F-HRTimeline
Beacon Financial Advisory LLC1,688$267K0.05%new13F-HRTimeline
KRS Capital Management, LLC1,683$266K0.12%013F-HRTimeline
Clearstead Advisors, LLC1,681$266K<0.01%013F-HRTimeline
Midwest Trust Co1,675$265K<0.01%+6113F-HRTimeline
Crestwood Advisors Group, LLC1,660$263K<0.01%013F-HRTimeline
OneDigital Investment Advisors LLC1,621$257K<0.01%new13F-HRTimeline
Guilbault Capital LLC1,619$256K0.26%new13F-HRTimeline
Princeton Global Asset Management LLC1,616$256K0.04%-1513F-HRTimeline
Prospect Financial Services LLC1,606$254K0.13%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.1,606$254K<0.01%-1,35313F-HRTimelineGroup
World Investment Advisors1,924$254K<0.01%-2713F-HRTimeline
Castleview Partners, LLC1,602$254K0.11%new13F-HRTimeline
Sterling Investment Counsel, LLC1,599$253K0.06%+213F-HRTimeline
Vise Technologies, Inc.1,599$253K<0.01%new13F-HRTimeline
BIP Wealth, LLC1,597$253K0.01%new13F-HRTimeline
Bragg Financial Advisors, Inc1,596$253K0.01%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.1,591$252K0.08%new13F-HRTimeline
McAdam, LLC1,585$251K0.01%-2913F-HRTimeline
Cornell Pochily Investment Advisors, In…1,574$249K0.07%new13F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC1,568$248K0.13%13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,550$246K0.02%013F-HRTimeline
Knollwood Investment Advisory, LLC1,553$246K0.02%new13F-HRTimeline
Bison Wealth, LLC1,528$246K0.02%new13F-HRTimeline
Granite FO LLC1,550$245K0.13%013F-HRTimeline
Kingsbury Capital Investment Advisors L…1,548$245K0.21%new13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC1,548$245K0.21%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,542$244K0.22%-40513F-HRTimeline
Carson Advisory Inc.1,531$242K0.11%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,539$241K0.01%+70013F-HRTimeline
SFMG, LLC1,516$240K0.01%new13F-HRTimeline
True North Advisors, LLC1,515$240K0.02%new13F-HRTimeline
Manchester Capital Management LLC1,512$239K0.03%+11013F-HRTimeline
OAKWORTH CAPITAL, INC.1,524$239K0.01%+37713F-HRTimeline
Junk Investment Group, LLC1,509$239K0.11%new13F-HRTimeline
Davis Investment Partners, LLC1,506$238K0.07%new13F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,500$237K0.06%+40013F-HRTimeline
Tyche Wealth Partners LLC1,494$236K0.03%new13F-HRTimeline
Paragon Private Wealth Management, LLC1,493$236K0.06%new13F-HRTimeline
Belpointe Asset Management LLC1,492$236K0.01%new13F-HRTimeline
Fortis Capital Advisors, LLC1,492$236K0.03%new13F-HRTimeline
Capital Wealth Alliance, LLC1,490$236K0.11%new13F-HRTimeline
BlackDiamond Wealth Management, LLC1,490$236K0.1%-25013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…1,468$232K<0.01%-2,44113F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,464$232K0.01%-10813F-HRTimeline
LVW Advisors, LLC1,464$232K0.02%new13F-HRTimeline
Tempus Wealth Planning, LLC1,464$232K0.05%new13F-HRTimeline
Sunrise Financial Services, LLC1,458$231K0.14%+1913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…1,434$227K0.03%new13F-HRTimelineGroup
Vertrix Wealth Management, LLC1,432$227K0.08%-42613F-HRTimeline
GR FINANCIAL GROUP, LLC1,431$227K0.03%new13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,430$226K0.06%new13F-HR/ATimeline
TRUST CO OF VERMONT1,426$226K0.01%13F-HRTimeline
Cordoba Advisory Partners LLC1,425$226K0.05%new13F-HRTimeline
MITCHELL SINKLER & STARR/PA1,400$222K0.09%new13F-HRTimeline
Fortitude Family Office, LLC1,400$222K0.04%013F-HRTimeline
Allied Private Wealth LLC1,353$221K0.14%13F-HRTimeline
CALTON & ASSOCIATES, INC.1,393$221K0.03%-3,85013F-HRTimeline
Guardian Asset Advisors, LLC1,380$218K0.1%new13F-HRTimeline
Weaver Consulting Group1,373$217K0.04%new13F-HRTimeline
Investment Management Trust, LLC1,371$217K0.19%new13F-HRTimeline
Southland Equity Partners LLC1,371$217K0.04%-6,36513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.1,355$214K0.03%new13F-HR/ATimeline
Andrews Advisory Associates, LLC1,333$211K0.1%new13F-HRTimeline
Pacific Sun Financial Corp1,330$210K0.09%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,327$210K0.03%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,318$209K0.08%new13F-HRTimeline
Latitude Advisors, LLC1,318$209K0.08%new13F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC1,310$207K0.03%new13F-HRTimeline
Cyndeo Wealth Partners, LLC1,305$207K0.01%new13F-HRTimeline
Heritage Family Offices, LLP1,300$206K0.08%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,300$206K0.08%new13F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA1,295$205K0.01%new13F-HRTimeline
Plan A Wealth LLC1,292$204K0.09%new13F-HRTimeline
CHOREO, LLC1,292$204K<0.01%new13F-HRTimeline
Aprio Wealth Management, LLC1,289$204K0.01%new13F-HRTimeline
WILLNER & HELLER, LLC1,284$203K0.13%new13F-HRTimeline
KINTRA WEALTH, LLC1,288$202K0.01%new13F-HRTimeline
Pettinga Financial Advisors LLC1,275$202K0.03%-3,88613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,273$201K0.14%+813F-HRTimeline
FAIRFIELD, BUSH & CO.1,270$201K0.1%new13F-HRTimeline
Allworth Financial LP1,270$201K<0.01%-25513F-HRTimeline
Genesee Capital Advisors, LLC1,269$201K0.06%new13F-HRTimeline
Rollins Financial Advisors, LLC1,266$200K0.03%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,254$199K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,256$199K0.01%+74713F-HRTimeline
CoreCap Advisors, LLC1,240$196K0.01%-35913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,239$196K0.01%+3913F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,194$189K0.01%+79713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,188$188K0.01%-16,90413F-HRTimelineGroup
Innovative Asset Advisors Group, LLC1,175$186K0.08%+25013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,170$185K<0.01%+813F-HRTimelineGroup
BlueCrest Capital Management Ltd1,169$185K0.01%new13F-HRTimeline
Key Financial Inc1,168$185K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC1,066$169K0.08%-2513F-HRTimeline
SIGNATUREFD, LLC1,034$164K<0.01%+113F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS1,000$158K0.14%new13F-HRTimeline
Hanson & Doremus Investment Management818$129K0.01%013F-HRTimeline
EPG Wealth Management LLC812$128K0.03%+113F-HRTimeline
MATHER GROUP, LLC.776$123K<0.01%-16013F-HRTimeline
Citizens National Bank Trust Department776$123K0.02%013F-HRTimeline
Ramirez Asset Management, Inc.775$123K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO672$106K<0.01%+53813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC665$105K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC660$104K<0.01%-13613F-HRTimelineGroup
Private Wealth Management Group, LLC659$104K0.02%new13F-HRTimeline
Boreal Capital Management LLC642$102K0.08%013F-HRTimeline
GW&K Investment Management, LLC621$98K<0.01%new13F-HRTimeline
Anchor Bay Capital, Inc.612$96.7K0.05%13F-HRTimeline
China Universal Asset Management Co., L…608$96.2K0.01%013F-HRTimeline
Axiom Investment Management LLC604$95.6K0.06%+40013F-HRTimeline
Caldwell Trust Co600$95K0.01%-6013F-HRTimeline
High Note Wealth, LLC595$94.2K0.02%013F-HRTimeline
GAMMA Investing LLC589$93.2K<0.01%+53013F-HRTimeline
Realta Investment Advisors588$93.1K0.03%013F-HRTimeline
ADIRONDACK TRUST CO575$91K0.03%+10013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT550$87K0.01%+14013F-HRTimeline
SOA Wealth Advisors, LLC.543$85.9K0.01%-95,97313F-HRTimeline
Family Manage LLC537$85K0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC537$85K0.03%+113F-HRTimeline
FAS Wealth Partners, Inc.522$82.6K<0.01%-28313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK507$80.2K<0.01%+49013F-HRTimelineGroup
First Bancorp, Inc /ME/482$76.3K0.03%new13F-HRTimeline
BOKF, NAin group BOKF, NA464$73.4K<0.01%013F-HRTimelineGroup
Premier Financial Group458$72.5K0.01%013F-HRTimeline
Hartford Financial Management Inc.455$72K0.02%new13F-HRTimeline
VESTOR CAPITAL, LLC422$72K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC449$71.1K0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC446$70.6K0.01%013F-HRTimeline