XBI — Spdr Series Trust 机构持仓 · 2026年Q3

Name: 谁持有 XBI？40 家机构、8,394 万美元（2026年Q3）
Creator: ko.io

谁持有 Spdr Series Trust（XBI）？2026年Q3（报告期截至 2026-09-30）共有 40 家机构在 SEC 13F 申报中报告持有，合计 8,394.10 万美元。前几大持有机构：Lake Hills Wealth Management, LLC（1,600.00 万美元）、Ayalon Insurance Comp Ltd.（1,510.00 万美元）、Mfa Wealth Advisors, LLC（1,410.00 万美元）。

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

来源：SEC 13F 申报文件 · 截至 2026-09-30