Who Owns State Street SPDR S&P Biotech ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in State Street SPDR S&P Biotech ETF.
Who crossed 5% of XBI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Lake Hills Wealth Management, LLCST STR SP BIOT101.5K shadded | $16M |
| Ayalon Insurance Comp Ltd.ETP95.6K shadded | $15.1M |
| MFA WEALTH ADVISORS, LLCST STR SP BIOT89.7K shtrimmed | $14.1M |
| Farther Finance Advisors, LLCETF27.2K shadded | $4.3M |
| Breakwater Capital GroupST STR SP BIOT20.2K shadded | $3.2M |
| Valeo Financial Advisors, LLCETF19.2K shadded | $3M |
| Bank of New HampshireST STR SP BIOT17K shadded | $2.7M |
| Balefire, LLCST STR SP BIOT14.2K shtrimmed | $2.2M |
| Worth Asset Management, LLCETF13.2K shtrimmed | $2.1M |
| First Heartland Consultants, Inc.S&P BIOTECH10.5K shadded | $1.7M |
| Byrne Asset Management LLCCOM8.5K shadded | $1.3M |
| FELL CAPITAL MANAGEMENT /ADVST STR SP BIOT5.8K shtrimmed | $910.6K |
| TITLEIST ASSET MANAGEMENT, LLCST STR SP BIOT4.7K shtrimmed | $735K |
| Elm3 Financial Group, LLCST STR SP BIOT4.4K shadded | $694.9K |
| Wedmont Private CapitalST STR SP BIOT4.6K sh— | $683.6K |
| Apella Capital, LLCST STR SP BIOT4.1K shadded | $620.9K |
| Whalen Wealth Management Inc.ST STR SP BIOT3.6K shtrimmed | $569.2K |
| Investment Partners Asset Management, Inc.ST STR SP BIOT3.3K shheld | $516.1K |
| Shulman DeMeo Asset Management LLCST STR SP BIOT2.8K shheld | $429.7K |
| Castleview Partners, LLCST STR SP BIOT2.6K shadded | $409K |
| Overbrook Management CorpST STR SP BIOT2.1K sh— | $323.2K |
| Galvin, Gaustad & Stein, LLCST STR SP BIOT2K sh— | $316.9K |
| Weaver Consulting GroupST STR SP BIOT1.4K shheld | $216.5K |
| Plan A Wealth LLCST STR SP BIOT1.4K shadded | $214.2K |
| Rye Brook Capital LLCETF1.3K sh— | $205K |
| CoreCap Advisors, LLCETF1.3K shadded | $203.3K |
| GILPIN WEALTH MANAGEMENT, LLCST STR SP BIOT1.3K shheld | $200.7K |
| GAMMA Investing LLCETF589 shheld | $92.9K |
| ELEVATION WEALTH PARTNERS, LLCST STR SP BIOT537 shheld | $84.7K |
| Davis Capital ManagementETF352 shheld | $55.5K |
| EASTERN BANKST STR SP BIOT228 shheld | $36K |
| Pacifica Partners Inc.STATE STREET SPD200 shheld | $30.9K |
| Central Pacific Bank - Trust DivisionST STR SP BIOT32 shadded | $5K |
| Trust CoETF28 sh— | $4.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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