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

Hillcrest Wealth 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
2025 Q4	–	Sell	-4,238	Closed	-$425K	–	55
2025 Q3	$425K	Sell	4,238 -15,175	-78%	-$1.37M	0.19%	34
2025 Q2	$1.61M	Sell	19,413 -2,260	-10%	-$180K	0.76%	22
2025 Q1	$1.76M	Buy	21,673 +7,310	+51%	+$653K	0.87%	22
2024 Q4	$1.29M	Buy	14,363 +7,245	+102%	+$702K	0.61%	25
2024 Q3	$703K	Sell	7,118 -1,200	-14%	-$118K	0.35%	27
2024 Q2	$771K	Sell	8,318 -975	-10%	-$87.4K	0.42%	26
2024 Q1	$882K	Sell	9,293 -255	-3%	-$23.7K	0.48%	25
2023 Q4	$853K	Sell	9,548 -13,725	-59%	-$1.02M	0.47%	27
2023 Q3	$1.7M	Buy	23,273 +5,605	+32%	+$448K	0.97%	23
2023 Q2	$1.47M	Sell	17,668 -3,700	-17%	-$309K	0.87%	25
2023 Q1	$1.63M	Buy	21,368 +125	+0.6%	+$10.4K	0.97%	26
2022 Q4	$1.76M	Buy	21,243 +480	+2%	+$38.9K	1.05%	24
2022 Q3	$1.65M	Sell	20,763 -5,710	-22%	-$481K	1.04%	26
2022 Q2	$1.97M	Buy	26,473 +990	+4%	+$74.3K	1.19%	22
2022 Q1	$2.29M	Buy	25,483 +6,760	+36%	+$624K	1.27%	22
2021 Q4	$2.1M	Buy	18,723 +10,695	+133%	+$1.29M	1.13%	22
2021 Q3	$1.01M	Buy	8,028 +2,853	+55%	+$367K	0.6%	26
2021 Q2	$701K	Sell	5,175 -9,240	-64%	-$1.21M	0.42%	28
2021 Q1	$1.96M	Buy	14,415 +12,365	+603%	+$1.85M	1.19%	22
2020 Q4	$289K	Sell	2,050 -900	-31%	-$115K	0.19%	43
2020 Q3	$329K	Buy	+2,950	New	+$331K	0.23%	46
2019 Q4	–	Sell	-4,400	Closed	-$336K	–	41
2019 Q3	$336K	Hold	4,400	–	–	0.29%	33
2019 Q2	$386K	Buy	4,400 +1,200	+38%	+$102K	0.33%	33
2019 Q1	$290K	Buy	3,200 +400	+14%	+$34K	0.25%	34
2018 Q4	$201K	Buy	+2,800	New	+$226K	0.19%	41

Other funds holding XBI

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACA

Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return

Hillcrest Wealth Advisors's XBI Position: Q4 2025 in Review

Hillcrest Wealth Advisors sold out of State Street SPDR S&P Biotech ETF (XBI) in Q4 2025, closing a stake of 4,238 shares — an estimated $425K sold.

Hillcrest Wealth Advisors first reported a position in XBI in Q4 2018 and held it in 25 quarters. The position peaked at $2.29M in Q1 2022. 813 funds tracked by Wall St. Rank hold XBI as of Q4 2025.

Hillcrest Wealth Advisors reported no remaining State Street SPDR S&P Biotech ETF position as of Q4 2025 after selling out during the quarter.
Hillcrest Wealth Advisors sold 4,238 State Street SPDR S&P Biotech ETF shares in Q4 2025, an estimated $425K.
Hillcrest Wealth Advisors first reported a position in State Street SPDR S&P Biotech ETF in Q4 2018 and held it in 25 quarters.
Hillcrest Wealth Advisors's State Street SPDR S&P Biotech ETF position peaked at $2.29M in Q1 2022.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q4 2025.

Based on Hillcrest Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.