CPC
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Congress Park Capital’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Congress Park Capital’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 		$884K Buy
5,585
+160
+3% +$21.6K 0.24% 67
2026
Q1 		$693K Buy
5,425
+535
+11% +$66.8K 0.21% 75
2025
Q4 		$596K Buy
+4,890
New +$561K 0.18% 84

Other funds holding XBI

MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
RAM
Riggs Asset Management Dallas, Pennsylvania $560M AUM 64.94% 1-Year Est. Return

Congress Park Capital's XBI Position: Q2 2026 in Review

Congress Park Capital increased its State Street SPDR S&P Biotech ETF (XBI) stake by 2.9% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,585 shares worth $884K. The position accounts for 0.24% of the portfolio, ranked #67.

Congress Park Capital first reported a position in XBI in Q4 2025 and has held it in 3 quarters since. 391 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

  • Congress Park Capital held 5,585 shares of State Street SPDR S&P Biotech ETF worth $884K as of Q2 2026.
  • Congress Park Capital bought 160 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $21.6K.
  • State Street SPDR S&P Biotech ETF made up 0.24% of Congress Park Capital's portfolio in Q2 2026, its #67 holding.
  • Congress Park Capital first reported a position in State Street SPDR S&P Biotech ETF in Q4 2025 and has held it in 3 quarters since.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Congress Park Capital's 13F filing for Q2 2026, filed 14 Jul 2026.