# SPDR SERIES TRUST (XBI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/XBI/

- Reporting holders: 35
- Reported value: $68.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $16.0M | 101,543 | 7.4% | 3 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $14.1M | 89,691 | 2.4% | 2 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $9.1M | 57,881 | 1.5% | 24 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.3M | 27,226 | 0.0% | 16 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $3.2M | 20,157 | 0.4% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.0M | 19,221 | 0.1% | 4 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $2.7M | 16,961 | 0.6% | 22 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $2.2M | 14,216 | 0.4% | 4 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $2.1M | 13,173 | 0.6% | 5 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.7M | 10,541 | 0.1% | 13 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $1.3M | 8,521 | 0.7% | 4 |
| [FELL CAPITAL MANAGEMENT /ADV](https://holderbook.com/funds/850601-fell-capital-management-adv/) | $910.6K | 5,775 | 0.8% | 4 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $735.0K | 4,661 | 0.0% | 12 |
| [Elm3 Financial Group, LLC](https://holderbook.com/funds/2011201-elm3-financial-group-llc/) | $694.9K | 4,407 | 0.5% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $683.6K | 4,579 | 0.0% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $620.9K | 4,133 | 0.0% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $615.0K | 3,900 | 0.1% | 31 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $569.2K | 3,610 | 0.2% | 3 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $516.1K | 3,273 | 0.3% | 12 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $509.6K | 3,232 | 0.1% | 12 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $429.7K | 2,751 | 0.1% | 20 |
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $409.0K | 2,594 | 0.2% | 2 |
| [Overbrook Management Corp](https://holderbook.com/funds/1269786-overbrook-management-corp/) | $323.2K | 2,050 | 0.1% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $316.9K | 2,010 | 0.0% | 1 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $216.5K | 1,373 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 35 | $68.2M |
| Q2 2026 | 975 | $31.1B |
| Q1 2026 | 854 | $26.6B |
| Q4 2025 | 856 | $29.6B |
| Q3 2025 | 700 | $22.8B |
| Q2 2025 | 661 | $16.0B |
| Q1 2025 | 708 | $15.0B |
| Q4 2024 | 776 | $18.1B |
| Q3 2024 | 816 | $21.0B |
| Q2 2024 | 789 | $19.9B |
| Q1 2024 | 822 | $23.7B |
| Q4 2023 | 778 | $20.5B |