Number of Shares
57,988.00
Current Holdings Value*
$5.62 Mil
% of Portfolio
3.02%
Total Estimate Gain
$767,921.39
% of Total Estimate Gain
15.08%

Viewpoint Capital Management LLC's SPDR Homebuilders ETF Holding Summary

As of 2025-03-31, Viewpoint Capital Management LLC held 57,988.00 shares of SPDR Homebuilders ETF(XHB), totaling $5.62 Mil. This investment constitutes 3.02% of their stock portfolio, and Viewpoint Capital Management LLC now holds 0.44% of the outstanding SPDR Homebuilders ETF(XHB) stock.

The initial trade took place in 2021Q4. And since then Viewpoint Capital Management LLC has made 9 purchases of XHB, at an average price of $84.44, for a total of 60,308.00 shares. In addition, there have been 4 sales at an average price of $62.35 for 2,320.00 shares. Based on historical transaction data and XHB's current price of $98.57, Viewpoint Capital Management LLC's estimated gain on his XHB holdings is $767,921.39, reflecting a 15.08% gain to date.

Viewpoint Capital Management LLC XHB ($98.57) Holding Chart

Viewpoint Capital Management LLC XHB ($98.57) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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