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AWM
AE Wealth Management’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
AE Wealth Management’s Portfolio
XPH Stock Details
XPH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$24.4K
Hold
452
–
–
﹤0.01%
2105
2025
Q4
$25.3K
Hold
452
–
–
﹤0.01%
1986
2025
Q3
$21.7K
Hold
452
–
–
﹤0.01%
1884
2025
Q2
$18.3K
Hold
452
–
–
﹤0.01%
1779
2025
Q1
$19.8K
Buy
452
+250
+124%
+$11K
﹤0.01%
1745
2024
Q4
$8.67K
Buy
+202
New
+$9.18K
﹤0.01%
1861
2024
Q1
–
Sell
-14,546
Closed
-$615K
–
2029
2023
Q4
$615K
Buy
14,546
+2,288
+19%
+$86.7K
﹤0.01%
1336
2023
Q3
$487K
Buy
12,258
+292
+2%
+$12.4K
﹤0.01%
1396
2023
Q2
$490K
Sell
11,966
-5,692
-32%
-$235K
﹤0.01%
1407
2023
Q1
$724K
Buy
17,658
+1,055
+6%
+$44.3K
﹤0.01%
1179
2022
Q4
$680K
Sell
16,603
-10,278
-38%
-$428K
﹤0.01%
1151
2022
Q3
$1.08M
Buy
26,881
+10,530
+64%
+$450K
0.01%
914
2022
Q2
$687K
Sell
16,351
-125
-0.8%
-$5.24K
0.01%
1042
2022
Q1
$746K
Buy
+16,476
New
+$724K
0.01%
1040
2020
Q2
–
Sell
-7,284
Closed
-$263K
–
1350
2020
Q1
$263K
Buy
+7,284
New
+$310K
0.01%
921
Other funds holding XPH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
KWM
Kingsview Wealth Management
Grants Pass, Oregon
$7.32B AUM
16.07%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
FCBT
First Citizens Bank & Trust
Raleigh, North Carolina
$6.69B AUM
24.48%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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