Skip to main content
Equibles
XBI logo

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

Alerts for XBI

Use XBI with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$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

26 quarters

Holder Concentration

Across 5 13F filers · Δ vs Mar 31, 2026
Top Holder
98.5%
Sep 2023 → Jun 2026 · range 7.1% – 100.0%
−1.5 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 31.7% – 100.0%
0.0 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 48.4% – 100.0%
0.0 pts
HHI
9,709
Sep 2023 → Jun 2026 · range 320 – 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
Export CSV
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