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

Viewpoint Capital Management’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 Q1	$1.02M	Sell	8,000 -2,000	-20%	-$250K	0.48%	50
2025 Q4	$1.22M	Hold	10,000	–	–	0.53%	47
2025 Q3	$1M	Hold	10,000	–	–	0.44%	52
2025 Q2	$829K	Buy	10,000 +3,000	+43%	+$239K	0.41%	54
2025 Q1	$568K	Buy	7,000 +5,000	+250%	+$447K	0.31%	60
2024 Q4	$180K	Buy	+2,000	New	+$194K	0.09%	103
2024 Q3	–	Sell	-3,000	Closed	-$278K	–	145
2024 Q2	$278K	Buy	3,000 +2,000	+200%	+$179K	0.17%	87
2024 Q1	$94.9K	Sell	1,000 -1,000	-50%	-$92.8K	0.06%	112
2023 Q4	$179K	Buy	2,000 +1,000	+100%	+$74.3K	0.12%	98
2023 Q3	$73K	Buy	1,000 +200	+25%	+$16K	0.06%	106
2023 Q2	$66.6K	Hold	800	–	–	0.05%	104
2023 Q1	$61K	Hold	800	–	–	0.05%	97
2022 Q4	$66.4K	Hold	800	–	–	0.06%	94
2022 Q3	$63K	Hold	800	–	–	0.06%	94
2022 Q2	$59K	Hold	800	–	–	0.06%	99
2022 Q1	$72K	Buy	+800	New	+$73.9K	0.06%	101

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Viewpoint Capital Management's XBI Position: Q1 2026 in Review

Viewpoint Capital Management reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 20% in Q1 2026, selling an estimated $250K and leaving 8,000 shares worth $1.02M. The position accounts for 0.48% of the portfolio, ranked #50.

Viewpoint Capital Management first reported a position in XBI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2025. 813 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Viewpoint Capital Management held 8,000 shares of State Street SPDR S&P Biotech ETF worth $1.02M as of Q1 2026.
Viewpoint Capital Management sold 2,000 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $250K.
State Street SPDR S&P Biotech ETF made up 0.48% of Viewpoint Capital Management's portfolio in Q1 2026, its #50 holding.
Viewpoint Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 16 quarters since.
Viewpoint Capital Management's State Street SPDR S&P Biotech ETF position peaked at $1.22M in Q4 2025.
813 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.