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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PSP Research Newtown Square, Pennsylvania $188M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

EWM

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

VisionPoint Advisory Group's XBI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its State Street SPDR S&P Biotech ETF (XBI) stake by 60% in Q2 2026, buying an estimated $1.11M and bringing the position to 21,878 shares worth $3.46M. The position accounts for 0.56% of the portfolio, ranked #43.

VisionPoint Advisory Group first reported a position in XBI in Q4 2020 and has held it in 9 quarters since. 131 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

VisionPoint Advisory Group held 21,878 shares of State Street SPDR S&P Biotech ETF worth $3.46M as of Q2 2026.
VisionPoint Advisory Group bought 8,241 State Street SPDR S&P Biotech ETF shares in Q2 2026, an estimated $1.11M.
State Street SPDR S&P Biotech ETF made up 0.56% of VisionPoint Advisory Group's portfolio in Q2 2026, its #43 holding.
VisionPoint Advisory Group first reported a position in State Street SPDR S&P Biotech ETF in Q4 2020 and has held it in 9 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.