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Crestwood Advisors Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Crestwood Advisors Group’s Portfolio XBI Stock Details XBI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$212K Buy
2022
Q4
– Sell
2022
Q3
$245K Buy
2022
Q2
$211K Sell
2022
Q1
$631K Sell
2021
Q4
$808K Buy
2021
Q3
$896K Sell
2021
Q2
$1.48M Sell
2021
Q1
$1.72M Buy
2020
Q4
$1.38M Sell
2020
Q3
$1.1M Buy
2020
Q2
$1.08M Sell
2020
Q1
$752K Sell
2019
Q4
$1.27M Buy
2019
Q3
$990K Sell
2019
Q2
$1.27M Buy
2019
Q1
$1.28M Sell
2018
Q4
$1.1M Buy
2018
Q3
$743K Hold
2018
Q2
$732K Hold
2018
Q1
$680K Hold
2017
Q4
$658K Hold
2017
Q3
$671K Hold
2017
Q2
$618K Hold
2017
Q1
$549K Hold
2016
Q4
$459K Buy
2016
Q3
$249K Hold
2016
Q2
$203K Buy
2016
Q1
– Sell
2015
Q4
$263K Hold
2015
Q3
$233K Hold
2015
Q2
$315K Hold
2015
Q1
$282K Hold
2014
Q4
$233K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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