Skip to content
Disclosery

XBI SPDR SERIES TRUST

Follow

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
Rossby Financial, LCC100$10.1K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$10K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$10K0.01%013F-HRTimeline
Field & Main Bank100$10K<0.01%013F-HRTimeline
Rossmore Private Capital100$10K<0.01%new13F-HRTimeline
FSA Wealth Management LLC100$10K<0.01%013F-HRTimeline
Bank of New Hampshire100$10K<0.01%-4013F-HRTimeline
Sunbelt Securities, Inc.95$9.54K<0.01%+113F-HRTimeline
Bell Investment Advisors, Inc93$9.32K<0.01%+513F-HRTimeline
PROFFITT & GOODSON INC90$9.02K<0.01%013F-HRTimeline
Painted Porch Advisors LLC82$8.22K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC72$7.21K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…70$7.03K<0.01%013F-HRTimelineGroup
Caitlin John, LLC62$6.21K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC61$6.11K<0.01%-3013F-HRTimelineGroup
Crews Bank & Trust60$6.01K<0.01%013F-HRTimeline
Redwood Park Advisors LLC60$6.01K<0.01%+1013F-HRTimeline
Orion Capital Management LLC50$5.01K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC50$5.01K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$5.01K<0.01%013F-HRTimeline
Dunhill Financial, LLC50$5.01K<0.01%013F-HRTimeline
Hilltop National Bank50$5.01K<0.01%013F-HRTimeline
MATHER GROUP, LLC.46$4.61K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC44$4.41K<0.01%-29513F-HRTimeline
JNBA Financial Advisors41$4.11K<0.01%013F-HRTimeline
United Financial Planning Group LLC40$4.02K<0.01%13F-HRTimeline
Activest Wealth Management30$3.04K<0.01%-84413F-HRTimeline
Wilmington Savings Fund Society, FSB30$3.01K<0.01%-1,98813F-HR/ATimeline
AMERIFLEX GROUP, INC.30$3.01K<0.01%-613F-HRTimeline
TSFG, LLC32$3K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC26$2.61K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC26$2.6K<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC25$2.5K<0.01%13F-HRTimeline
CENTRAL TRUST Co24$2.4K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC23$2.31K<0.01%new13F-HRTimeline
Front Row Advisors LLC20$2K<0.01%013F-HRTimeline
Covestor Ltd21$2K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division16$1.6K<0.01%013F-HRTimeline
Nemes Rush Group LLC15$1.5K<0.01%013F-HRTimeline
Copia Wealth Management11$1.1K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$1K<0.01%013F-HRTimeline
CNB Bank8$802<0.01%013F-HRTimeline
GAMMA Investing LLC8$802<0.01%new13F-HRTimeline
Sound Income Strategies, LLC7$746<0.01%013F-HRTimeline
Grey Ledge Advisors, LLC7$701<0.01%+313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7$701<0.01%013F-HRTimeline
Bogart Wealth, LLC6$602<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6$601<0.01%013F-HRTimelineGroup
Goodman Advisory Group, LLC6$601<0.01%013F-HRTimeline
Horizon Investments, LLC2$200<0.01%new13F-HRTimeline
Guerra Advisors Inc1$100<0.01%new13F-HRTimeline