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Of the 7 tracked institutions holding XBI, 3 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +2.8pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 7 tracked institutional investors we monitor, XBI (SPDR SERIES TRUST) is held with a combined value of $191.17M across 1,208,056 shares. The largest holder is BlackRock, Inc. with a position worth $81.66M. 3 funds opened new positions in the most recent quarter. 3 funds increased their holdings. 1 fund reduced its position.
Total Institutional Value
$191.17M
Total Shares Held
1,208,056
Institutional Holders
7
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $81.66M | 0.00% | +246.8% |
| 2 | CITADEL ADVISORS LLC | $79.00M | 0.05% | New |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | $19.27M | 0.00% | New |
| 4 | MILLENNIUM MANAGEMENT LLC | $5.84M | 0.00% | -97.6% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $3.55M | 0.00% | +89.2% |
| 6 | FMR LLC | $1.85M | 0.00% | +19.1% |
| 7 | ARK Investment Management LLC | $14.82K | 0.00% | New |
| Member | Type | Date |
|---|---|---|
| Thomas H Tuberville | Buy | May 8, 2024 |
| David P. Joyce | Sell | Jun 30, 2023 |
| James M Inhofe | Sell | Sep 30, 2019 |
| James M Inhofe | Buy |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of XBI with a position worth $81.66M, representing 0.00% of their portfolio. In total, 7 institutional investors hold XBI with a combined value of $191.17M.
In the most recent quarter, 3 funds opened a new position in XBI. Additionally, 3 increased their holdings and 1 reduced their positions.
Institutional investors hold $191.17M worth of XBI stock across 7 positions. The largest institutional holder is BlackRock, Inc. with $81.66M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For XBI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their XBI positions.
| Dec 31, 2018 |
| John F Reed | Sell | Mar 9, 2018 |
| John F Reed | Buy | Jun 19, 2017 |
| John F Reed | Buy | Mar 6, 2017 |
Last Close
$144.32
2026-10-16
YTD
+18.9%
61% of 52-week range
