Crestwood Advisors Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $263K | Hold |
1,660
| – | – | ﹤0.01% | 735 |
|
|
2026
Q1 | $212K | Buy |
+1,660
| New | +$207K | ﹤0.01% | 719 |
|
|
2022
Q4 | – | Sell |
-3,095
| Closed | -$245K | – | 283 |
|
|
2022
Q3 | $245K | Buy |
3,095
+248
| +9% | +$20.9K | 0.01% | 234 |
|
|
2022
Q2 | $211K | Sell |
2,847
-4,178
| -59% | -$314K | 0.01% | 244 |
|
|
2022
Q1 | $631K | Sell |
7,025
-192
| -3% | -$17.7K | 0.02% | 190 |
|
|
2021
Q4 | $808K | Buy |
7,217
+92
| +1% | +$11.1K | 0.02% | 177 |
|
|
2021
Q3 | $896K | Sell |
7,125
-3,781
| -35% | -$487K | 0.03% | 156 |
|
|
2021
Q2 | $1.48M | Sell |
10,906
-1,795
| -14% | -$236K | 0.04% | 134 |
|
|
2021
Q1 | $1.72M | Buy |
12,701
+2,874
| +29% | +$430K | 0.05% | 123 |
|
|
2020
Q4 | $1.38M | Sell |
9,827
-40
| -0.4% | -$5.12K | 0.05% | 131 |
|
|
2020
Q3 | $1.1M | Buy |
9,867
+217
| +2% | +$24.3K | 0.04% | 122 |
|
|
2020
Q2 | $1.08M | Sell |
9,650
-60
| -0.6% | -$5.91K | 0.04% | 120 |
|
|
2020
Q1 | $752K | Sell |
9,710
-3,630
| -27% | -$321K | 0.04% | 130 |
|
|
2019
Q4 | $1.27M | Buy |
13,340
+350
| +3% | +$30.3K | 0.05% | 123 |
|
|
2019
Q3 | $990K | Sell |
12,990
-1,450
| -10% | -$121K | 0.04% | 130 |
|
|
2019
Q2 | $1.27M | Buy |
14,440
+305
| +2% | +$26K | 0.06% | 122 |
|
|
2019
Q1 | $1.28M | Sell |
14,135
-1,250
| -8% | -$106K | 0.09% | 75 |
|
|
2018
Q4 | $1.1M | Buy |
15,385
+7,635
| +99% | +$615K | 0.09% | 74 |
|
|
2018
Q3 | $743K | Hold |
7,750
| – | – | 0.05% | 85 |
|
|
2018
Q2 | $732K | Hold |
7,750
| – | – | 0.05% | 86 |
|
|
2018
Q1 | $680K | Hold |
7,750
| – | – | 0.05% | 88 |
|
|
2017
Q4 | $658K | Hold |
7,750
| – | – | 0.05% | 93 |
|
|
2017
Q3 | $671K | Hold |
7,750
| – | – | 0.06% | 92 |
|
|
2017
Q2 | $618K | Hold |
7,750
| – | – | 0.05% | 91 |
|
|
2017
Q1 | $549K | Hold |
7,750
| – | – | 0.05% | 94 |
|
|
2016
Q4 | $459K | Buy |
7,750
+4,000
| +107% | +$247K | 0.04% | 105 |
|
|
2016
Q3 | $249K | Hold |
3,750
| – | – | 0.03% | 113 |
|
|
2016
Q2 | $203K | Buy |
+3,750
| New | +$205K | 0.03% | 128 |
|
|
2016
Q1 | – | Sell |
-3,750
| Closed | -$263K | – | 155 |
|
|
2015
Q4 | $263K | Hold |
3,750
| – | – | 0.03% | 123 |
|
|
2015
Q3 | $233K | Hold |
3,750
| – | – | 0.03% | 130 |
|
|
2015
Q2 | $315K | Hold |
3,750
| – | – | 0.04% | 117 |
|
|
2015
Q1 | $282K | Hold |
3,750
| – | – | 0.04% | 112 |
|
|
2014
Q4 | $233K | Buy |
+3,750
| New | +$214K | 0.04% | 127 |
|
Other funds holding XBI
JFG
Crestwood Advisors Group's XBI Position: Q2 2026 in Review
Crestwood Advisors Group held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 1,660 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #735.
Crestwood Advisors Group first reported a position in XBI in Q4 2014 and has held it in 33 quarters since. The position peaked at $1.72M in Q1 2021. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.
- Crestwood Advisors Group held 1,660 shares of State Street SPDR S&P Biotech ETF worth $263K as of Q2 2026.
- Crestwood Advisors Group left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
- State Street SPDR S&P Biotech ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #735 holding.
- Crestwood Advisors Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2014 and has held it in 33 quarters since.
- Crestwood Advisors Group's State Street SPDR S&P Biotech ETF position peaked at $1.72M in Q1 2021.
- 933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.
Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.