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

Crewe Advisors’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.4K	Hold	230	–	–	﹤0.01%	498
2026 Q1	$29.4K	Buy	230 +80	+53%	+$9.99K	﹤0.01%	443
2025 Q4	$18.3K	Hold	150	–	–	﹤0.01%	506
2025 Q3	$15K	Hold	150	–	–	﹤0.01%	556
2025 Q2	$12.4K	Hold	150	–	–	﹤0.01%	431
2025 Q1	$12.2K	Hold	150	–	–	﹤0.01%	410
2024 Q4	$13.5K	Hold	150	–	–	﹤0.01%	401
2024 Q3	$14.8K	Hold	150	–	–	﹤0.01%	436
2024 Q2	$13.9K	Hold	150	–	–	﹤0.01%	620
2024 Q1	$14.2K	Buy	+150	New	+$13.9K	﹤0.01%	557
2023 Q3	–	Sell	-80	Closed	-$6.66K	–	932
2023 Q2	$6.66K	Hold	80	–	–	﹤0.01%	441
2023 Q1	$6.1K	Hold	80	–	–	﹤0.01%	613
2022 Q4	$6.64K	Hold	80	–	–	﹤0.01%	623
2022 Q3	$6K	Hold	80	–	–	﹤0.01%	828
2022 Q2	$6K	Hold	80	–	–	﹤0.01%	730
2022 Q1	$7K	Hold	80	–	–	﹤0.01%	379
2021 Q4	$9K	Hold	80	–	–	﹤0.01%	319
2021 Q3	$10K	Hold	80	–	–	﹤0.01%	270
2021 Q2	$11K	Hold	80	–	–	﹤0.01%	275
2021 Q1	$11K	Hold	80	–	–	﹤0.01%	280
2020 Q4	$11K	Buy	80 +61	+321%	+$7.81K	﹤0.01%	257
2020 Q3	$2K	Buy	+19	New	+$2.13K	﹤0.01%	544
2019 Q2	–	Sell	-34	Closed	-$3K	–	312
2019 Q1	$3K	Hold	34	–	–	﹤0.01%	213
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	221
2018 Q3	$3K	Sell	34 -130	-79%	-$12.6K	﹤0.01%	225
2018 Q2	$16K	Hold	164	–	–	0.01%	192
2018 Q1	$14K	Hold	164	–	–	0.01%	208
2017 Q4	$14K	Buy	+164	New	+$13.7K	0.01%	205

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Crewe Advisors's XBI Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 230 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Crewe Advisors first reported a position in XBI in Q4 2017 and has held it in 28 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Crewe Advisors held 230 shares of State Street SPDR S&P Biotech ETF worth $36.4K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #498 holding.
Crewe Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 28 quarters since.
932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.