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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
Glenview Trust Co1,711$219K<0.01%013F-HRTimeline
Diligent Investors, LLC1,710$218K0.05%+1013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp1,696$217K0.02%013F-HRTimelineGroup
Nicholson Wealth Management Group, LLC1,692$216K0.13%013F-HRTimeline
PeakShares LLC1,684$215K0.2%+8413F-HRTimeline
KRS Capital Management, LLC1,683$215K0.13%013F-HRTimeline
Clearstead Advisors, LLC1,681$215K<0.01%+1,25413F-HRTimeline
Rinkey Investments1,675$214K0.05%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC1,674$214K<0.01%-3,70313F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC1,674$214K0.07%-2,76513F-HRTimeline
Crestwood Advisors Group, LLC1,660$212K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,657$212K0.01%new13F-HRTimelineGroup
Princeton Global Asset Management LLC1,631$208K0.03%new13F-HRTimeline
McAdam, LLC1,614$206K0.01%new13F-HRTimeline
Midwest Trust Co1,614$206K<0.01%new13F-HRTimeline
Prospect Financial Services LLC1,606$205K0.13%new13F-HRTimeline
Focus Financial Network, Inc.1,606$205K0.01%-19013F-HRTimeline
American State Bank (Iowa)1,601$204K0.1%-31813F-HRTimeline
SONATA CAPITAL GROUP INC1,600$204K0.08%new13F-HRTimeline
CoreCap Advisors, LLC1,599$204K0.01%-6413F-HRTimeline
Sterling Investment Counsel, LLC1,597$204K0.06%new13F-HRTimeline
Whalen Wealth Management Inc.1,589$203K0.11%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,584$202K<0.01%new13F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC1,572$201K0.01%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,550$198K0.02%-83,19513F-HRTimeline
Granite FO LLC1,550$198K0.12%013F-HR/ATimeline
Register Financial Advisors LLC1,540$197K0.07%+16013F-HRTimeline
Allworth Financial LP1,525$195K<0.01%+48913F-HRTimeline
Sunrise Financial Services, LLC1,439$184K0.13%013F-HRTimeline
Manchester Capital Management LLC1,402$179K0.03%013F-HRTimeline
Fortitude Family Office, LLC1,400$179K0.04%013F-HRTimeline
PETERSON WEALTH MANAGEMENT1,373$175K0.1%new13F-HRTimeline
SOA Wealth Advisors, LLC.96,516$165K0.03%+30013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC1,265$162K0.13%+1013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,256$160K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,254$160K0.01%+12813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,200$153K0.01%013F-HRTimelineGroup
Key Financial Inc1,168$149K0.03%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…1,162$148K<0.01%-19413F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,147$147K0.01%-3713F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,100$141K0.04%013F-HR/ATimeline
WOLFF WIESE MAGANA LLC1,091$139K0.08%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,030$132K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,033$132K<0.01%+813F-HRTimeline
BLUELINE ADVISORS LLC1,010$129K0.1%+83213F-HRTimeline
Jackson Hole Capital Partners, LLC940$120K0.02%013F-HRTimeline
MATHER GROUP, LLC.936$120K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC925$118K0.07%13F-HRTimeline
Versant Capital Management, Inc900$115K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…839$108K0.01%-913F-HRTimeline
TD Waterhouse Canada Inc.829$106K<0.01%-6,51313F-HRTimeline
Hanson & Doremus Investment Management818$104K0.01%013F-HRTimeline
EPG Wealth Management LLC811$104K0.03%-1113F-HRTimeline
Federation des caisses Desjardins du Qu…808$103K<0.01%-3,39513F-HRTimeline
FAS Wealth Partners, Inc.805$103K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC796$102K<0.01%+1613F-HRTimelineGroup
Citizens National Bank Trust Department776$99.1K0.02%+36213F-HRTimeline
Ramirez Asset Management, Inc.775$99K0.01%-50013F-HRTimeline
CURIO WEALTH, LLC748$95.5K0.03%013F-HRTimeline
WealthShield Partners, LLC679$86.7K0.01%-9513F-HRTimeline
Cassaday & Co Wealth Management LLC665$84.9K<0.01%new13F-HRTimeline
Caldwell Trust Co660$84.3K0.01%013F-HRTimeline
Boreal Capital Management LLC642$82K0.07%+16013F-HRTimeline
NKCFO LLC635$81K0.02%013F-HRTimeline
China Universal Asset Management Co., L…608$77.7K0.01%013F-HRTimeline
High Note Wealth, LLC595$76K0.01%013F-HRTimeline
Realta Investment Advisors588$75.1K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC536$68.5K0.02%013F-HRTimeline
Addison Advisors LLC535$68.3K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC509$65K<0.01%-8013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…500$64.7K<0.01%013F-HRTimeline
Opal Wealth Advisors, LLC478$61.1K0.01%new13F-HRTimeline
ADIRONDACK TRUST CO475$60.7K0.02%013F-HRTimeline
Premier Financial Group458$59.3K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA464$59.3K<0.01%013F-HRTimelineGroup
Cranbrook Wealth Management, LLC446$57K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…446$57K0.01%-4613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT410$52.4K<0.01%+1413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.401$51.2K0.04%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC400$51.1K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC400$51.1K0.01%013F-HRTimeline
Forum Finance Group S.A.500$51K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV397$50.8K<0.01%+7813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding396$50.6K+326Timeline
Barnes Dennig Private Wealth Management…393$50.2K0.05%-313F-HRTimeline
HOWE & RUSLING INC386$49.3K<0.01%-5013F-HRTimeline
Fairscale Capital, LLC385$49.2K0.03%+13813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.371$47.4K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC367$46.9K0.01%new13F-HRTimeline
Activest Wealth Management359$45.9K0.01%-75113F-HRTimeline
Davis Capital Management352$45K0.03%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC351$44.9K<0.01%new13F-HRTimeline
BALLAST ADVISORS LLC309$39.5K0.01%+1413F-HR/ATimeline
DHJJ Financial Advisors, Ltd.302$38.6K0.01%013F-HRTimeline
Provident Wealth Management, LLC300$38.3K0.01%013F-HRTimeline
Quaker Wealth Management, LLC291$37.2K0.01%+3013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…291$37.2K<0.01%+11113F-HRTimeline
Greykasell Wealth Strategies, Inc.285$36.4K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC282$36K0.01%+713F-HRTimeline
Financial Management Professionals, Inc.280$35.8K<0.01%013F-HRTimeline
Scarborough Advisors, LLC257$32.9K<0.01%013F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…255$32.6K<0.01%new13F-HRTimelineGroup
Align Financial, LLC253$32.3K0.02%-30,59513F-HRTimeline
Rossby Financial, LCC250$32.1K0.01%+15013F-HRTimeline
Nalls Sherbakoff Group, LLC250$31.9K0.02%-10013F-HRTimeline
Trifecta Capital Advisors, LLC245$31.3K<0.01%013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC240$30.7K0.03%013F-HRTimeline
Prestige Wealth Management Group LLC236$30.1K0.01%013F-HRTimeline
Crewe Advisors LLC230$29.4K<0.01%+8013F-HRTimeline
EASTERN BANK228$29.1K<0.01%-10613F-HRTimeline
Community Financial Services Group, LLC225$28.9K0.01%new13F-HRTimeline
HighMark Wealth Management LLC221$28.2K0.01%013F-HRTimeline
Golden State Wealth Management, LLC219$28K<0.01%013F-HRTimeline
Financial Life Planners208$26.6K0.02%new13F-HRTimeline
Axiom Investment Management LLC204$26.1K0.02%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC200$25.6K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…200$25.6K0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.200$25.5K0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.200$25.5K0.07%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…192$24.6K<0.01%+5813F-HRTimelineGroup
Hilton Head Capital Partners, LLC187$23.9K0.01%013F-HRTimeline
Larson Financial Group LLC186$23.8K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.180$23K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC175$22.4K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.170$21.7K0.02%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC165$21.1K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp165$21.1K0.02%013F-HRTimeline
Lodestone Wealth Management LLC160$20.5K0.01%013F-HR/ATimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC150$20.1K0.01%013F-HRTimeline
Smartleaf Asset Management LLC166$19.7K<0.01%-9613F-HRTimeline
SJS Investment Consulting Inc.154$19.7K<0.01%013F-HRTimeline
BAYBAN150$19.2K0.02%013F-HRTimeline
Sankala Group LLC150$18.3K0.01%013F-HRTimeline
ALERUS FINANCIAL NA140$17.9K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…135$17.2K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO134$17.1K<0.01%-4,90513F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd131$16.7K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC125$16K0.01%013F-HR/ATimeline
Sound Income Strategies, LLC123$15.8K<0.01%+3413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV115$15K<0.01%013F-HRTimeline
Smithfield Trust Co114$15K<0.01%-513F-HRTimeline
JFS WEALTH ADVISORS, LLC115$14.7K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank115$14.7K<0.01%013F-HRTimelineGroup
Coastline Trust Co110$14.1K<0.01%+4013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PIN OAK INVESTMENT ADVISORS INC100$13K0.01%013F-HRTimeline
Founders Financial Alliance, LLC101$12.9K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.100$12.8K0.01%013F-HRTimeline
North Star Investment Management Corp.100$12.8K<0.01%013F-HRTimeline
Field & Main Bank100$12.8K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC100$12.8K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…94$12K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc93$11.9K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB91$11.6K<0.01%013F-HRTimeline
Seneschal Advisors, LLC90$11.5K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…90$11.5K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC85$10.9K<0.01%new13F-HRTimeline
Osbon Capital Management LLC82$10.5K0.01%+113F-HRTimeline
Bank of New Hampshire80$10.2K<0.01%-2013F-HRTimeline
JDM Financial Group LLC80$10.2K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC72$9.2K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC65$8.3K<0.01%013F-HRTimeline
Caitlin John, LLC62$7.92K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.61$7.79K<0.01%013F-HRTimelineGroup
Crews Bank & Trust60$7.66K<0.01%013F-HRTimeline
Redwood Park Advisors LLC60$7.66K0.01%013F-HRTimeline
Clearstead Trust, LLC59$7.54K<0.01%new13F-HRTimeline
GAMMA Investing LLC59$7.54K<0.01%+5113F-HRTimeline
LM Advisors LLC955$7.48K0.12%+913F-HRTimeline
Abound Wealth Management57$7.3K<0.01%013F-HRTimeline
Friedenthal Financial54$6.9K<0.01%-1,17713F-HRTimeline
HM PAYSON & CO54$6.87K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC48$6.42K<0.01%-113F-HRTimeline
Orion Capital Management LLC50$6.41K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC50$6.39K<0.01%013F-HRTimeline
Hilltop National Bank50$6.39K<0.01%013F-HRTimeline
PROFFITT & GOODSON INC43$5.49K<0.01%013F-HRTimeline
United Financial Planning Group LLC40$5.14K<0.01%013F-HRTimeline
Strive Financial Group ,LLC42$5K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC36$4.6K<0.01%new13F-HRTimeline
UMB Bank, n.a.35$4.47K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC32$4K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division27$3.45K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC25$3.19K<0.01%013F-HRTimeline
TD Capital Management LLC24$3.07K<0.01%new13F-HRTimeline
Covestor Ltd22$3K<0.01%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…22$2.81K<0.01%013F-HRTimeline
Investors Research Corp21$2.68K<0.01%013F-HRTimeline
Front Row Advisors LLC20$2.56K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC19$2.43K<0.01%013F-HRTimeline
CENTRAL TRUST Co17$2.17K<0.01%+113F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK17$2.12K<0.01%-9,91413F-HRTimelineGroup
NFSG Corp15$1.93K<0.01%013F-HRTimeline
Nemes Rush Group LLC15$1.92K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.15$1.92K<0.01%013F-HRTimeline
Blue Trust, Inc.12$1.53K<0.01%-5013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC10$1.28K<0.01%013F-HRTimeline
CNB Bank8$1.02K<0.01%013F-HRTimeline
Root Financial Partners, LLC7$899<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.7$894<0.01%013F-HRTimeline
Copia Wealth Management7$894<0.01%-413F-HRTimeline