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 Q2	$1.27M	Hold	8,000	–	–	0.64%	42
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 $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Viewpoint Capital Management's XBI Position: Q2 2026 in Review

Viewpoint Capital Management held its State Street SPDR S&P Biotech ETF (XBI) position steady in Q2 2026 at 8,000 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #42.

Viewpoint Capital Management first reported a position in XBI in Q1 2022 and has held it in 17 quarters since. 933 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Viewpoint Capital Management held 8,000 shares of State Street SPDR S&P Biotech ETF worth $1.27M as of Q2 2026.
Viewpoint Capital Management left its State Street SPDR S&P Biotech ETF share count unchanged in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.64% of Viewpoint Capital Management's portfolio in Q2 2026, its #42 holding.
Viewpoint Capital Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 17 quarters since.
933 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.