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Howard Capital Management Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Howard Capital Management Group’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
Q3 		– Sell
-2,640
Closed -$219K – 149
2025
Q2 		$219K Sell
2,640
-865
-25% -$69K 0.02% 117
2025
Q1 		$284K Sell
3,505
-250,661
-99% -$22.4M 0.02% 105
2024
Q4 		$22.9M Buy
254,166
+6,052
+2% +$586K 1.57% 28
2024
Q3 		$24.5M Buy
248,114
+6,188
+3% +$608K 1.72% 28
2024
Q2 		$22.4M Buy
241,926
+12,271
+5% +$1.1M 1.65% 25
2024
Q1 		$21.8M Buy
229,655
+5,431
+2% +$504K 1.68% 25
2023
Q4 		$20M Buy
224,224
+7,365
+3% +$547K 1.74% 25
2023
Q3 		$15.8M Buy
216,859
+7,431
+4% +$594K 1.53% 29
2023
Q2 		$17.4M Buy
209,428
+5,134
+3% +$429K 1.62% 28
2023
Q1 		$15.6M Sell
204,294
-1,292
-0.6% -$107K 1.65% 28
2022
Q4 		$17.1M Buy
205,586
+1,619
+0.8% +$131K 2.05% 24
2022
Q3 		$16.2M Sell
203,967
-77
-0% -$6.49K 2.04% 24
2022
Q2 		$15.2M Buy
204,044
+5,086
+3% +$382K 1.78% 27
2022
Q1 		$17.9M Buy
198,958
+5,724
+3% +$529K 1.63% 29
2021
Q4 		$21.6M Buy
193,234
+7,665
+4% +$924K 1.79% 27
2021
Q3 		$23.3M Buy
185,569
+7,465
+4% +$961K 2.16% 20
2021
Q2 		$24.1M Buy
178,104
+6,270
+4% +$824K 2.27% 19
2021
Q1 		$23.3M Buy
+171,834
New +$25.7M 2.44% 17

Other funds holding XBI

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Howard Capital Management Group's XBI Position: Q3 2025 in Review

Howard Capital Management Group sold out of State Street SPDR S&P Biotech ETF (XBI) in Q3 2025, closing a stake of 2,640 shares — an estimated $219K sold.

Howard Capital Management Group first reported a position in XBI in Q1 2021 and held it in 18 quarters. The position peaked at $24.5M in Q3 2024. 656 funds tracked by Wall St. Rank hold XBI as of Q3 2025.

  • Howard Capital Management Group reported no remaining State Street SPDR S&P Biotech ETF position as of Q3 2025 after selling out during the quarter.
  • Howard Capital Management Group sold 2,640 State Street SPDR S&P Biotech ETF shares in Q3 2025, an estimated $219K.
  • Howard Capital Management Group first reported a position in State Street SPDR S&P Biotech ETF in Q1 2021 and held it in 18 quarters.
  • Howard Capital Management Group's State Street SPDR S&P Biotech ETF position peaked at $24.5M in Q3 2024.
  • 656 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2025.

Based on Howard Capital Management Group's 13F filing for Q3 2025, filed 16 Oct 2025.