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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
VANCE WEALTH, LLC1,786$218K0.06%new13F-HR/ATimeline
Sound Stewardship, LLC1,748$213K0.1%new13F-HRTimeline
Orion Porfolio Solutions, LLC1,746$213K<0.01%new13F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC1,735$212K0.08%new13F-HRTimeline
RFG Advisory, LLC1,728$211K<0.01%-67913F-HRTimeline
Sender Co & Partners, Inc.1,724$210K0.12%-3,54313F-HRTimeline
Ground Swell Capital, LLC1,721$210K0.43%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,716$209K0.01%new13F-HRTimelineGroup
Sightline Wealth Advisors, LLC1,715$209K0.09%new13F-HRTimeline
Glenview Trust Co1,711$209K<0.01%new13F-HRTimeline
Diligent Investors, LLC1,700$207K0.05%-1,00013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,696$207K0.02%new13F-HRTimelineGroup
Nicholson Wealth Management Group, LLC1,692$206K0.12%new13F-HRTimeline
Zuckerman Investment Group, LLC1,691$206K0.02%new13F-HRTimeline
KRS Capital Management, LLC1,683$205K0.12%new13F-HRTimeline
DIVERSIFIED TRUST CO1,681$205K<0.01%new13F-HRTimeline
Richwood Investment Advisors, LLC1,629$204K0.15%new13F-HRTimeline
Rinkey Investments1,675$204K0.05%new13F-HRTimeline
CoreCap Advisors, LLC1,663$203K0.01%+61613F-HRTimeline
Garden State Investment Advisory Servic…1,660$203K0.05%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …1,658$202K<0.01%new13F-HRTimelineGroup
IPG Investment Advisors LLC1,656$202K0.04%new13F-HRTimeline
Paragon Private Wealth Management, LLC1,644$200K0.06%new13F-HRTimeline
MGB Wealth Management, LLC1,619$197K0.06%new13F-HRTimeline
PeakShares LLC1,600$195K0.19%13F-HRTimeline
Granite FO LLC1,550$189K0.1%013F-HRTimeline
Sunrise Financial Services, LLC1,439$175K0.13%13F-HRTimeline
Manchester Capital Management LLC1,402$171K0.02%new13F-HRTimeline
DV Trading LLC1,401$171K0.01%13F-HRTimeline
Fortitude Family Office, LLC1,400$171K0.04%013F-HRTimeline
Register Financial Advisors LLC1,380$168K0.07%+32813F-HRTimeline
Missouri Trust & Investment Co1,375$168K0.05%+10013F-HRTimeline
Cornell Pochily Investment Advisors, In…1,359$166K0.05%new13F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,356$165K<0.01%-17513F-HRTimelineGroup
AdvisorNet Financial, Inc1,327$162K0.01%-13613F-HRTimeline
TRUST CO OF VERMONT1,276$156K0.01%+34813F-HRTimeline
Ramirez Asset Management, Inc.1,275$155K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,255$153K0.12%13F-HRTimeline
Friedenthal Financial1,231$150K0.08%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$146K0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,184$144K0.01%-613F-HRTimeline
Key Financial Inc1,168$142K0.03%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.1,126$137K0.01%+213F-HRTimeline
Activest Wealth Management1,110$135K0.03%+1,08013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,100$134K0.03%+50013F-HRTimeline
WOLFF WIESE MAGANA LLC1,091$133K0.07%-2413F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.1,036$132K0.04%new13F-HRTimeline
ORG Partners LLC1,066$130K0.02%new13F-HRTimeline
Allworth Financial LP1,036$126K<0.01%-1,09813F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,030$126K0.01%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.96,216$126K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,025$125K<0.01%-66013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,017$124K<0.01%+26213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,004$122K<0.01%-3,40713F-HRTimelineGroup
West Branch Capital LLC1,000$122K0.03%new13F-HRTimeline
Jackson Hole Capital Partners, LLC940$115K0.02%013F-HRTimeline
Versant Capital Management, Inc900$110K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…848$103K0.01%new13F-HRTimeline
Avion Wealth850$103K0.02%new13F-HRTimeline
EPG Wealth Management LLC822$100K0.03%+213F-HRTimeline
Hanson & Doremus Investment Management818$100K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.805$98.1K0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC780$95.1K<0.01%+12313F-HRTimelineGroup
CURIO WEALTH, LLC748$94.5K0.03%013F-HRTimeline
WealthShield Partners, LLC774$94.4K0.01%013F-HRTimeline
Caldwell Trust Co660$80.5K0.01%013F-HRTimeline
NKCFO LLC635$77K0.02%new13F-HRTimeline
China Universal Asset Management Co., L…608$74.1K0.01%-4,31113F-HRTimeline
High Note Wealth, LLC595$72.5K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC589$71.9K0.01%013F-HRTimeline
Realta Investment Advisors588$71.7K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC536$65.4K0.02%+113F-HRTimeline
Addison Advisors LLC535$65.2K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…500$64.3K<0.01%013F-HRTimeline
Family CFO Inc526$64.1K0.03%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…492$60K0.01%new13F-HRTimeline
Boreal Capital Management LLC482$58.8K0.04%+32013F-HRTimeline
ADIRONDACK TRUST CO475$57.9K0.02%-3013F-HRTimeline
BOKF, NAin group BOKF, NA464$56.6K<0.01%013F-HRTimelineGroup
Premier Financial Group458$56K0.01%-4213F-HRTimeline
Cranbrook Wealth Management, LLC446$54.4K0.01%013F-HRTimeline
HOWE & RUSLING INC436$53.2K<0.01%+5013F-HRTimeline
Clearstead Advisors, LLC427$52.1K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department414$50.5K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC400$48.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC400$48.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT396$48.3K<0.01%+1913F-HRTimeline
Barnes Dennig Private Wealth Management…396$48.3K0.05%new13F-HRTimeline
Navalign, LLC390$47.6K0.01%new13F-HRTimeline
MCF Advisors LLC375$45.7K<0.01%new13F-HRTimeline
Davis Capital Management352$42.9K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC350$42.7K0.03%013F-HRTimeline
EASTERN BANK334$40.7K<0.01%-213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV319$39K<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC309$37.6K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.302$36.8K0.01%+113F-HRTimeline
Provident Wealth Management, LLC300$36.6K0.01%013F-HRTimeline
BALLAST ADVISORS LLC295$36K0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.285$34.8K0.01%new13F-HRTimeline
Financial Management Professionals, Inc.280$34.1K<0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC275$33.5K0.01%13F-HRTimeline
Smartleaf Asset Management LLC262$31.9K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC261$31.8K0.01%+1113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…260$31.7K0.02%new13F-HRTimelineGroup
Scarborough Advisors, LLC257$31.4K0.01%013F-HRTimeline
SHP Wealth Management255$31.1K<0.01%13F-HRTimeline
Align Financial, LLC30,848$30.8K0.02%13F-HRTimeline
Fairscale Capital, LLC247$30.1K0.02%013F-HRTimeline
Trifecta Capital Advisors, LLC245$29.9K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC240$29.3K0.03%13F-HRTimeline
Prestige Wealth Management Group LLC236$28.8K0.01%013F-HRTimeline
HighMark Wealth Management LLC221$27K0.01%+113F-HRTimeline
Golden State Wealth Management, LLC219$26.7K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$24.5K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$24.4K0.07%013F-HRTimeline
Pacifica Partners Inc.200$24.3K0.01%013F-HRTimeline
Rialto Wealth Management, LLC193$23.5K0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC187$22.8K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC182$22.2K<0.01%+3013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…180$22K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.180$21.9K<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC178$21.7K0.02%13F-HRTimeline
Estate Planners Group, LLC175$21.4K0.01%13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC175$21.3K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$20.7K0.02%13F-HRTimeline
Murphy & Mullick Capital Management Corp165$20.1K0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC161$19.6K<0.01%new13F-HRTimelineGroup
Lodestone Wealth Management LLC160$19.5K0.01%new13F-HRTimeline
Sankala Group LLC150$19.1K0.02%13F-HRTimeline
SJS Investment Consulting Inc.154$18.8K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC150$18.3K0.01%013F-HRTimeline
Crewe Advisors LLC150$18.3K<0.01%013F-HRTimeline
BAYBAN150$18.3K0.02%13F-HRTimeline
ALERUS FINANCIAL NA140$17.1K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…135$16.5K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…134$16.4K<0.01%+413F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd131$16K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC125$15.2K<0.01%013F-HRTimeline
Smithfield Trust Co119$15K<0.01%+513F-HRTimeline
JFS WEALTH ADVISORS, LLC115$14K<0.01%new13F-HRTimeline
United Community Bankin group United Community Bank115$14K0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV115$14K<0.01%-8513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$13K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$12.2K0.01%013F-HRTimeline
North Star Investment Management Corp.100$12.2K<0.01%-7513F-HRTimeline
Field & Main Bank100$12.2K<0.01%013F-HRTimeline
Rossmore Private Capital100$12.2K<0.01%013F-HRTimeline
Bank of New Hampshire100$12.2K<0.01%013F-HRTimeline
Rossby Financial, LCC100$12.2K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.95$11.6K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…94$11.5K<0.01%-10013F-HRTimelineGroup
Bell Investment Advisors, Inc93$11.3K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB91$11.1K<0.01%+6113F-HRTimeline
Sound Income Strategies, LLC89$11.1K<0.01%+8213F-HRTimeline
Seneschal Advisors, LLC90$11K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…90$11K<0.01%13F-HRTimeline
Osbon Capital Management LLC81$9.93K0.01%13F-HRTimeline
JDM Financial Group LLC80$9.75K<0.01%new13F-HRTimeline
Vision Retirement, LLC75$9.17K<0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC72$8.78K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…70$8.55K<0.01%013F-HRTimelineGroup
Coastline Trust Co70$8.54K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wagner Wealth Management, LLC65$7.92K<0.01%new13F-HRTimeline
LM Advisors LLC946$7.76K0.15%-7,81413F-HRTimeline
Blue Trust, Inc.62$7.56K<0.01%-7313F-HRTimeline
Caitlin John, LLC62$7.56K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.61$7.44K<0.01%-31213F-HRTimelineGroup
Crews Bank & Trust60$7.32K<0.01%013F-HRTimeline
Redwood Park Advisors LLC60$7.32K<0.01%013F-HRTimeline
Abound Wealth Management57$6.97K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC49$6.17K<0.01%new13F-HRTimeline
Orion Capital Management LLC50$6.12K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$6.1K<0.01%013F-HRTimeline
Hilltop National Bank50$6.1K<0.01%013F-HRTimeline
Elyxium Wealth, LLC50$6.1K<0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.50$6K0.01%13F-HRTimeline
Cypress Capital Management LLC (WY)47$5.73K0.01%new13F-HRTimeline
PROFFITT & GOODSON INC43$5.24K<0.01%-4713F-HRTimeline
Strive Financial Group ,LLC42$5.12K<0.01%13F-HR/ATimeline
JNBA Financial Advisors41$5K<0.01%013F-HRTimeline
United Financial Planning Group LLC40$4.91K<0.01%013F-HRTimeline
SageView Advisory Group, LLC36$4.45K<0.01%new13F-HRTimeline
TSFG, LLC32$4K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division27$3.29K<0.01%+1113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC26$3.17K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC25$3.05K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…22$2.68K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC21$2.56K<0.01%new13F-HRTimeline
Investors Research Corp21$2.56K<0.01%-20013F-HRTimeline
Front Row Advisors LLC20$2.44K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC19$2.32K<0.01%-2513F-HRTimeline
Covestor Ltd19$2K<0.01%-213F-HRTimeline
CENTRAL TRUST Co16$1.95K<0.01%-813F-HRTimeline
NFSG Corp15$1.84K<0.01%-5,54813F-HRTimeline
Nemes Rush Group LLC15$1.83K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.15$1.83K<0.01%-1513F-HRTimeline
Copia Wealth Management11$1.34K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$1.22K<0.01%013F-HRTimeline
CNB Bank8$975<0.01%013F-HRTimeline
GAMMA Investing LLC8$975<0.01%013F-HRTimeline