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XBI · State Street(R) SPDR(R) S&P(R) Biotech ETF ETF

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$163.81 -0.57 (-0.35%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 5
Total Value: $719,961,855
Total Shares: 4,549,522

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
98.5%
Mar 2022 → Jun 2026 · range 7.7% – 100.0%
−1.5 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 31.2% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 48.3% – 100.0%
0.0 pts
HHI
9,709
Mar 2022 → Jun 2026 · range 315 – 10,000
Highly concentrated−291

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +4
Institutional value: +122408.1%
Shares held: +98781.2%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 4,482,584 $709,368,918
Corient Private Wealth LLC 52,212 $8,262,549
Strategic Financial Services, Inc. 11,823 $1,870,989
Kingsbury Capital Investment Advisors LLC 1,548 $244,971
TOBIAS FINANCIAL ADVISORS, INC. 1,355 $214,428

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 4,601 $587,685
Filter: New 5 Increased 0 Reduced 0 Sold out 1 Unchanged 0
Showing 7 of 7
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC XBI $369,782,775 51.36% 2,336,700
CITADEL ADVISORS LLC XBI $260,590,275 36.20% 1,646,700
CITADEL ADVISORS LLC XBI $78,995,868 10.97% 499,184
Corient Private Wealth LLC XBI $8,262,549 1.15% 52,212
Strategic Financial Services, Inc. XBI $1,870,989 0.26% 11,823
Kingsbury Capital Investment Advisors LLC XBI $244,971 0.03% 1,548
TOBIAS FINANCIAL ADVISORS, INC. XBI $214,428 0.03% 1,355