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Disclosery

XBI SPDR SERIES TRUST

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S&P BIOTECH (fund)

682 managers (687 13F filers) reported a position in XBI shares at 2025-03-31, 116,436,635 shares in all. 69 filers opened a position and 120 filers sold out during the quarter.

Managers
682
13F filers
687
New
69
Added
179
Reduced
274
Sold out
120
Shares held by filers
116,436,635

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Trifecta Capital Advisors, LLC245$19.9K<0.01%013F-HRTimeline
Creekmur Asset Management LLC244$19.8K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp240$19.5K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC236$19.1K<0.01%013F-HR/ATimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…227$18.4K<0.01%-7513F-HRTimeline
Sachetta, LLC225$18.2K0.01%+9513F-HRTimeline
HighMark Wealth Management LLC220$17.9K0.01%-1,40413F-HRTimeline
Bank of New Hampshire220$17.8K<0.01%-11513F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD214$17.4K<0.01%-13613F-HR/ATimelineGroup
Capital Investment Counsel, Inc205$16.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$16.2K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$16.2K0.06%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.200$16.2K<0.01%new13F-HRTimeline
Pacifica Partners Inc.200$15.6K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180$14.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.175$14.2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp165$13.4K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$12.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC151$12.2K<0.01%-62013F-HRTimelineGroup
Tidemark, LLC151$12.2K<0.01%-4513F-HRTimeline
Stone House Investment Management, LLC150$12.2K<0.01%new13F-HRTimeline
Crewe Advisors LLC150$12.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…135$10.9K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd131$10.6K<0.01%013F-HR/ATimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …120$9.73K<0.01%13F-HRTimelineGroup
Activest Wealth Management117$9.47K<0.01%-11413F-HRTimeline
United Community Bankin group United Community Bank115$9.33K<0.01%013F-HRTimelineGroup
Smithfield Trust Co114$9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.100$8.11K<0.01%013F-HRTimeline
Field & Main Bank100$8.11K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC100$8.11K<0.01%-8613F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$8K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.98$7.95K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC95$7.71K<0.01%-6,41813F-HRTimeline
Sunbelt Securities, Inc.94$7.64K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…94$7.62K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC90$7.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…88$7.14K<0.01%-5613F-HRTimelineGroup
Bell Investment Advisors, Inc88$7.14K<0.01%-11413F-HRTimeline
Painted Porch Advisors LLC82$6.65K<0.01%013F-HRTimeline
Larson Financial Group LLC78$6.33K<0.01%+4013F-HRTimeline
ALBION FINANCIAL GROUP /UT75$6.08K<0.01%-1,68213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.73$5.92K<0.01%+2013F-HRTimeline
Crews Bank & Trust60$4.87K<0.01%013F-HRTimeline
Millstone Evans Group, LLC55$4.46K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC50$4.05K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$4.05K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC50$4.05K<0.01%new13F-HRTimeline
Orion Capital Management LLC50$4.05K<0.01%013F-HRTimeline
MATHER GROUP, LLC.48$3.89K<0.01%013F-HRTimeline
Costello Asset Management, INC37$3K<0.01%013F-HRTimeline
TSFG, LLC32$3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.36$2.92K<0.01%+1513F-HRTimeline
Redwood Park Advisors LLC36$2.92K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV29$2.35K<0.01%-11113F-HRTimeline
Founders Financial Alliance, LLC26$2.11K<0.01%013F-HRTimeline
Atala Financial Inc25$2.03K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC25$2.03K<0.01%-77013F-HRTimeline
SJS Investment Consulting Inc.22$1.78K<0.01%new13F-HRTimeline
Investors Research Corp21$1.7K<0.01%013F-HRTimeline
Front Row Advisors LLC20$1.62K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division16$1.3K<0.01%013F-HRTimeline
Garde Capital, Inc.15$1.22K<0.01%new13F-HRTimeline
Nemes Rush Group LLC15$1.22K<0.01%013F-HRTimeline
Covestor Ltd10$1K<0.01%+613F-HRTimeline
Parkside Financial Bank & Trust12$975<0.01%013F-HRTimeline
WASHINGTON GROWTH STRATEGIES LLC81$9340.86%13F-HRTimeline
Fairscale Capital, LLC11$892<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$811<0.01%013F-HRTimeline
AlphaCore Capital LLC8$675<0.01%new13F-HRTimeline
CNB Bank8$649<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7$568<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$487<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC6$487<0.01%new13F-HRTimeline
Goodman Advisory Group, LLC6$487<0.01%new13F-HR/ATimeline
Beacon Capital Management, LLC5$406<0.01%new13F-HRTimeline
CGC Financial Services, LLC5$406<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC4$350<0.01%new13F-HRTimeline
Sound Income Strategies, LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-51513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Lindbrook Capital, LLC0$00%-15,24613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$67.4K-74713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.