VisionPoint Advisory Group’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

VisionPoint Advisory 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
2026 Q3	$2.24M	Sell	14,216 -7,662	-35%	-$1.21M	0.35%	72
2026 Q2	$3.46M	Buy	21,878 +8,241	+60%	+$1.11M	0.56%	43
2026 Q1	$1.74M	Buy	13,637 +178	+1%	+$22.2K	0.33%	74
2025 Q4	$1.64M	Buy	+13,459	New	+$1.54M	0.32%	86
2025 Q1	–	Sell	-611	Closed	-$55.9K	–	319
2024 Q4	$55.9K	Sell	611 -23,943	-98%	-$2.32M	0.02%	290
2024 Q3	$2.43M	Buy	24,554 +1,781	+8%	+$175K	0.82%	32
2024 Q2	$2.11M	Buy	22,773 +8,333	+58%	+$747K	0.75%	36
2024 Q1	$1.37M	Buy	+14,440	New	+$1.34M	0.49%	54
2021 Q2	–	Sell	-4,591	Closed	-$623K	–	119
2021 Q1	$623K	Buy	4,591 +137	+3%	+$20.5K	0.3%	74
2020 Q4	$627K	Buy	+4,454	New	+$570K	0.32%	70

Other funds holding XBI

PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.42B AUM 33.31% 1-Year Est. Return

Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

VisionPoint Advisory Group's XBI Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 35% in Q3 2026, selling an estimated $1.21M and leaving 14,216 shares worth $2.24M. The position accounts for 0.35% of the portfolio, ranked #72.

VisionPoint Advisory Group first reported a position in XBI in Q4 2020 and has held it in 10 quarters since. The position peaked at $3.46M in Q2 2026. 196 funds tracked by Wall St. Rank hold XBI as of Q3 2026.

VisionPoint Advisory Group held 14,216 shares of State Street SPDR S&P Biotech ETF worth $2.24M as of Q3 2026.
VisionPoint Advisory Group sold 7,662 State Street SPDR S&P Biotech ETF shares in Q3 2026, an estimated $1.21M.
State Street SPDR S&P Biotech ETF made up 0.35% of VisionPoint Advisory Group's portfolio in Q3 2026, its #72 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 10 quarters since.
VisionPoint Advisory Group's State Street SPDR S&P Biotech ETF position peaked at $3.46M in Q2 2026.
196 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.