Montecito Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Buy |
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|
2025
Q1 | $316K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $385K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $370K | Hold |
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|
2023
Q4 | $348K | Hold |
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|
2023
Q3 | $285K | Hold |
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|
2023
Q2 | $324K | Hold |
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|
2023
Q1 | $297K | Hold |
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|
2022
Q4 | $324K | Hold |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $376K | Hold |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $698K | Buy |
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|
2021
Q3 | $781K | Sell |
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|
2021
Q2 | $950K | Buy |
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|
2021
Q1 | $935K | Buy |
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|
2020
Q4 | $935K | Buy |
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|
2020
Q3 | $598K | Sell |
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|
2020
Q2 | $690K | Buy |
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|
2020
Q1 | $302K | Hold |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $297K | Hold |
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|
2019
Q2 | $342K | Hold |
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|
2019
Q1 | $353K | Sell |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $447K | Sell |
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|
2018
Q2 | $466K | Hold |
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|
2018
Q1 | $429K | Hold |
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|
2017
Q4 | $415K | Buy |
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|
2017
Q3 | $357K | Hold |
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|
2017
Q2 | $319K | Hold |
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|
2017
Q1 | $286K | Sell |
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|
2016
Q4 | $252K | Sell |
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|
2016
Q3 | $309K | Buy |
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|
2016
Q2 | $223K | Sell |
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|
2016
Q1 | $340K | Sell |
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|
2015
Q4 | $1.41M | Sell |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $2.07M | Hold |
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|
2015
Q1 | $2.07M | Sell |
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|
2014
Q4 | $1.71M | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.51M | Sell |
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|
2014
Q1 | $1.47M | Sell |
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|
2013
Q4 | $1.38M | Sell |
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|
2013
Q3 | $1.86M | Sell |
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|
2013
Q2 | $1.54M | Buy |
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