XBI SPDR SERIES TRUST

S&P BIOTECH (fund)

Filings received so far for Q3 2026: 42 13F filers report a position in XBI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Lake Hills Wealth Management, LLC	101,543	$16M	7.36%	+907	13F-HR Timeline
Ayalon Insurance Comp Ltd.	95,600	$15.1M	1.25%	+40,000	13F-HR Timeline
MFA WEALTH ADVISORS, LLC	89,691	$14.1M	2.4%	-2,306	13F-HR Timeline
Marotta Asset Management	57,881	$9.13M	1.55%	-8,929	13F-HR Timeline
Farther Finance Advisors, LLC	27,226	$4.29M	0.03%	+7,296	13F-HR Timeline
Breakwater Capital Group	20,157	$3.18M	0.38%	+501	13F-HR Timeline
Valeo Financial Advisors, LLC	19,221	$3.03M	0.06%	+12,722	13F-HR Timeline
Bank of New Hampshire	16,961	$2.67M	0.58%	+8,281	13F-HR Timeline
Innovative Advisory Group, LLC	16,357	$2.58M	1.88%	+9,359	13F-HR Timeline
Balefire, LLC	14,216	$2.24M	0.35%	-7,662	13F-HR Timeline
Worth Asset Management, LLC	13,173	$2.08M	0.61%	-258	13F-HR Timeline
First Heartland Consultants, Inc.	10,541	$1.66M	0.11%	+832	13F-HR Timeline
Byrne Asset Management LLC	8,521	$1.32M	0.73%	+108	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	5,775	$911K	0.78%	-300	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	4,661	$735K	0.05%	-355	13F-HR Timeline
Elm3 Financial Group, LLC	4,407	$695K	0.46%	+1,744	13F-HR Timeline
Wedmont Private Capital	4,579	$684K	0.02%	new	13F-HR Timeline
Apella Capital, LLC	4,133	$621K	0.01%	+53	13F-HR Timeline
Montecito Bank & Trust	3,900	$615K	0.09%	0	13F-HR Timeline
Whalen Wealth Management Inc.	3,610	$569K	0.24%	-7,439	13F-HR Timeline
Investment Partners Asset Management, I…	3,273	$516K	0.28%	0	13F-HR Timeline
DOLIVER ADVISORS, LP	3,232	$510K	0.11%	+150	13F-HR Timeline
Shulman DeMeo Asset Management LLC	2,751	$430K	0.09%	0	13F-HR Timeline
Castleview Partners, LLC	2,594	$409K	0.18%	+992	13F-HR Timeline
Polaris Financial Partners	2,379	$378K	0.17%		13F-HR Timeline
Overbrook Management Corp	2,050	$323K	0.05%	new	13F-HR Timeline
Galvin, Gaustad & Stein, LLC	2,010	$317K	0.02%	new	13F-HR Timeline
Vertrix Wealth Management, LLC	1,503	$237K	0.08%	+71	13F-HR Timeline
Weaver Consulting Group	1,373	$216K	0.04%	0	13F-HR Timeline
Plan A Wealth LLC	1,358	$214K	0.08%	+66	13F-HR Timeline
Rye Brook Capital LLC	1,300	$205K	0.13%	new	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	1,295	$204K	0.01%	0	13F-HR Timeline
CoreCap Advisors, LLC	1,289	$203K	0.01%	+49	13F-HR Timeline
GILPIN WEALTH MANAGEMENT, LLC	1,273	$201K	0.14%	0	13F-HR Timeline
GAMMA Investing LLC	589	$92.9K	<0.01%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	537	$84.7K	0.02%	0	13F-HR Timeline
Davis Capital Management	352	$55.5K	0.03%	0	13F-HR Timeline
CX Institutional	328	$52K	<0.01%	new	13F-HR Timeline
EASTERN BANK	228	$36K	<0.01%	0	13F-HR Timeline
Pacifica Partners Inc.	200	$30.9K	0.01%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	32	$5.05K	<0.01%	+2	13F-HR Timeline
Trust Co	28	$4.42K	<0.01%	new	13F-HR Timeline