Fulcrum Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.25M | Sell |
52,163
-3,810
| -7% | -$515K | 1.67% | 18 |
|
|
2026
Q1 | $7.15M | Sell |
55,973
-1,006
| -2% | -$126K | 1.55% | 22 |
|
|
2025
Q4 | $6.95M | Buy |
56,979
+546
| +1% | +$62.6K | 1.4% | 25 |
|
|
2025
Q3 | $5.65M | Buy |
56,433
+1,473
| +3% | +$133K | 1.16% | 31 |
|
|
2025
Q2 | $4.56M | Buy |
54,960
+3,122
| +6% | +$249K | 0.96% | 35 |
|
|
2025
Q1 | $4.2M | Buy |
51,838
+2,172
| +4% | +$194K | 0.93% | 33 |
|
|
2024
Q4 | $4.47M | Buy |
49,666
+1,470
| +3% | +$142K | 0.94% | 34 |
|
|
2024
Q3 | $4.76M | Buy |
48,196
+669
| +1% | +$65.7K | 1.04% | 33 |
|
|
2024
Q2 | $4.41M | Buy |
47,527
+1,800
| +4% | +$161K | 1% | 33 |
|
|
2024
Q1 | $4.34M | Sell |
45,727
-371
| -0.8% | -$34.4K | 1.03% | 33 |
|
|
2023
Q4 | $4.12M | Buy |
46,098
+313
| +0.7% | +$23.2K | 1.06% | 33 |
|
|
2023
Q3 | $3.34M | Buy |
45,785
+483
| +1% | +$38.6K | 0.97% | 33 |
|
|
2023
Q2 | $3.77M | Sell |
45,302
-2,064
| -4% | -$173K | 0.99% | 34 |
|
|
2023
Q1 | $3.61M | Sell |
47,366
-513
| -1% | -$42.6K | 0.97% | 34 |
|
|
2022
Q4 | $3.97M | Buy |
47,879
+1,996
| +4% | +$162K | 1.15% | 34 |
|
|
2022
Q3 | $3.64M | Sell |
45,883
-1,443
| -3% | -$122K | 1.08% | 40 |
|
|
2022
Q2 | $3.52M | Sell |
47,326
-26,041
| -35% | -$1.95M | 1.1% | 34 |
|
|
2022
Q1 | $6.59M | Buy |
73,367
+7,965
| +12% | +$736K | 1.77% | 26 |
|
|
2021
Q4 | $7.32M | Buy |
65,402
+5,801
| +10% | +$700K | 1.59% | 26 |
|
|
2021
Q3 | $7.49M | Buy |
59,601
+3,409
| +6% | +$439K | 1.79% | 26 |
|
|
2021
Q2 | $7.61M | Buy |
56,192
+2,822
| +5% | +$371K | 1.91% | 24 |
|
|
2021
Q1 | $7.24M | Sell |
53,370
-3,175
| -6% | -$475K | 2.08% | 19 |
|
|
2020
Q4 | $7.96M | Buy |
56,545
+602
| +1% | +$77.1K | 2.38% | 13 |
|
|
2020
Q3 | $6.23M | Sell |
55,943
-4,910
| -8% | -$550K | 2.25% | 20 |
|
|
2020
Q2 | $6.81M | Sell |
60,853
-5,440
| -8% | -$536K | 2.58% | 11 |
|
|
2020
Q1 | $5.13M | Sell |
66,293
-746
| -1% | -$66.1K | 2.33% | 25 |
|
|
2019
Q4 | $6.38M | Buy |
67,039
+1,162
| +2% | +$101K | 1.97% | 26 |
|
|
2019
Q3 | $5.02M | Buy |
65,877
+1,002
| +2% | +$83.3K | 1.72% | 29 |
|
|
2019
Q2 | $5.69M | Sell |
64,875
-7,496
| -10% | -$639K | 2.08% | 24 |
|
|
2019
Q1 | $6.55M | Buy |
72,371
+2,889
| +4% | +$246K | 2.47% | 13 |
|
|
2018
Q4 | $4.99M | Buy |
69,482
+2,865
| +4% | +$231K | 2.25% | 19 |
|
|
2018
Q3 | $6.39M | Sell |
66,617
-4,329
| -6% | -$420K | 2.49% | 13 |
|
|
2018
Q2 | $6.75M | Sell |
70,946
-3,696
| -5% | -$340K | 3.22% | 11 |
|
|
2018
Q1 | $6.55M | Buy |
74,642
+23
| +0% | +$2.1K | 2.13% | 13 |
|
|
2017
Q4 | $6.33M | Buy |
+74,619
| New | +$6.25M | 2.05% | 15 |
|
Other funds holding XBI
JFG
Fulcrum Capital's XBI Position: Q2 2026 in Review
Fulcrum Capital reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 6.8% in Q2 2026, selling an estimated $515K and leaving 52,163 shares worth $8.25M. The position accounts for 1.67% of the portfolio, ranked #18.
Fulcrum Capital first reported a position in XBI in Q4 2017 and has held it in 35 quarters since. 932 funds tracked by Wall St. Rank hold XBI as of Q2 2026.
- Fulcrum Capital held 52,163 shares of State Street SPDR S&P Biotech ETF worth $8.25M as of Q2 2026.
- Fulcrum Capital sold 3,810 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $515K.
- State Street SPDR S&P Biotech ETF made up 1.67% of Fulcrum Capital's portfolio in Q2 2026, its #18 holding.
- Fulcrum Capital first reported a position in State Street SPDR S&P Biotech ETF in Q4 2017 and has held it in 35 quarters since.
- 932 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.
Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.