SPDR S&P BIOTECH ETF (XBI) Institutional Ownership Changes & 13F Activity

SPDR S&P BIOTECH ETF (XBI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Goldman Sachs Group Inc, Two Sigma Investments, Lp, D. E. Shaw & Co., Inc., and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+34,445+33.7%136,798$21.65MQ2 2026Sep 23, 2026
Manufacturers Life Insurance Company, TheBuy+69,047—69,047$10.93MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-1,376-5.6%23,189$3.67MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+499,184—499,184$79.00MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-637-1.2%52,212$8.26MQ2 2026Aug 27, 2026
Tobias Financial Advisors, Inc.Buy+1,355—1,355$214.43KQ2 2026Aug 25, 2026
Strategic Financial Services, Inc.Sell-17,913-60.2%11,823$1.87MQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupSell-82-1.6%4,925$779.43KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-1,093-7.6%13,257$2.10MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-250-2.9%8,289$1.31MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+398+1.1%36,983$5.85MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+80—80$12.66KQ2 2026Aug 18, 2026
Jefferies Financial Group Inc.Sell-174,719-7.5%2,140,001$338.66MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+43,798+181.4%67,949$10.75MQ2 2026Aug 17, 2026
Capstone Investment Advisors, LlcSell-17,452-30.1%40,463$6.40MQ2 2026Aug 17, 2026
Blue Edge Capital, LlcBuy+5,377—5,377$850.91KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+5,095+56.6%14,095$2.23MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+290+6.2%4,996$790.62KQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+200+322.6%262$41.46KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-150-3.4%4,242$671.19KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-69-0.3%24,521$3.88MQ2 2026Aug 17, 2026
Bank Of America CorpSell-3,951,064-27.2%10,566,963$1.67BQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+1,392,459+10.1%15,111,803$2.39BQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+1,156,799+339.1%1,497,968$237.05MQ2 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-1,038,998-76.0%328,794$52.03MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+764,261—764,261$121.00MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+757,873+27.6%3,504,082$554.52MQ2 2026Aug 14, 2026
Hsbc Holdings PlcSell-654,110-90.2%71,428$11.41MQ2 2026Aug 14, 2026
Jain Global LlcBuy+591,467—591,467$93.60MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+502,000—502,000$79.44MQ2 2026Aug 14, 2026
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Frequently asked questions about XBI activity

  • Which institutional owners are buying XBI?

    Institutional owners buying XBI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XBI activity?

    "Buy" means an investor increased their reported position in XBI compared to the prior reporting period. This reflects growing exposure to SPDR S&P BIOTECH ETF (XBI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XBI increasing?

    Institutional interest in XBI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.