SPDR S&P Biotech shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of SPDR S&P Biotech (XBI) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in SPDR S&P Biotech
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All positions including SPDR S&P Biotech held by Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR S&P Biotech by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $425k | 4.2k | 100.20 |
| 2025-06-30 | $1.6M | 19k | 82.93 |
| 2025-03-31 | $1.8M | 22k | 81.10 |
| 2024-12-31 | $1.3M | 14k | 90.06 |
| 2024-09-30 | $703k | 7.1k | 98.80 |
| 2024-06-30 | $771k | 8.3k | 92.71 |
| 2024-03-31 | $882k | 9.3k | 94.89 |
| 2023-12-31 | $853k | 9.5k | 89.29 |
| 2023-09-30 | $1.7M | 23k | 73.02 |
| 2023-06-30 | $1.5M | 18k | 83.20 |
| 2023-03-31 | $1.6M | 21k | 76.21 |
| 2022-12-31 | $1.8M | 21k | 83.00 |
| 2022-09-30 | $1.6M | 21k | 79.32 |
| 2022-06-30 | $2.0M | 27k | 74.26 |
| 2022-03-31 | $2.3M | 26k | 89.86 |
| 2021-12-31 | $2.1M | 19k | 111.95 |
| 2021-09-30 | $1.0M | 8.0k | 125.69 |
| 2021-06-30 | $701k | 5.2k | 135.46 |
| 2021-03-31 | $2.0M | 14k | 135.62 |
| 2020-12-31 | $289k | 2.1k | 140.98 |
| 2020-09-30 | $329k | 3.0k | 111.53 |
| 2019-09-30 | $336k | 4.4k | 76.36 |
| 2019-06-30 | $386k | 4.4k | 87.73 |
| 2019-03-31 | $290k | 3.2k | 90.62 |
| 2018-12-31 | $201k | 2.8k | 71.79 |
More positions owned by Hillcrest Wealth Advisors - NY
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