XBI — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns XBI? 40 Institutions Hold $83.9M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (XBI)? 40 institutions reported holding $83.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Lake Hills Wealth Management, LLC ($16.0M), Ayalon Insurance Comp Ltd. ($15.1M), Mfa Wealth Advisors, LLC ($14.1M).

Rank	Institution	Value	Shares	Change
1	Lake Hills Wealth Management, LLC	$16.0M	101,543	Added
2	Ayalon Insurance Comp Ltd.	$15.1M	95,600	Added
3	MFA WEALTH ADVISORS, LLC	$14.1M	89,691	Trimmed
4	Marotta Asset Management	$9.1M	57,881	Trimmed
5	Farther Finance Advisors, LLC	$4.3M	27,226	Added
6	Breakwater Capital Group	$3.2M	20,157	Added
7	Valeo Financial Advisors, LLC	$3.0M	19,221	Added
8	Bank of New Hampshire	$2.7M	16,961	Added
9	Balefire, LLC	$2.2M	14,216	Trimmed
10	Worth Asset Management, LLC	$2.1M	13,173	Trimmed
11	First Heartland Consultants, Inc.	$1.7M	10,541	Added
12	Byrne Asset Management LLC	$1.3M	8,521	Added
13	FELL CAPITAL MANAGEMENT /ADV	$910,602	5,775	Trimmed
14	TITLEIST ASSET MANAGEMENT, LLC	$734,988	4,661	Trimmed
15	Elm3 Financial Group, LLC	$694,856	4,407	Added
16	Wedmont Private Capital	$683,599	4,579	New
17	Apella Capital, LLC	$620,907	4,133	Added
18	Montecito Bank & Trust	$614,952	3,900	Hold
19	Whalen Wealth Management Inc.	$569,155	3,610	Trimmed
20	Investment Partners Asset Management, Inc.	$516,087	3,273	Hold
21	DOLIVER ADVISORS, LP	$509,622	3,232	Added
22	Shulman DeMeo Asset Management LLC	$429,679	2,751	Hold
23	Castleview Partners, LLC	$409,023	2,594	Added
24	Polaris Financial Partners	$378,000	2,379	New
25	Overbrook Management Corp	$323,244	2,050	New

Source: SEC Form 13F filings · as of 2026-09-30