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 Q2	$29.9K	Hold	452	–	–	﹤0.01%	2187
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 $1.55T AUM 33.47% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

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

AE Wealth Management's XPH Position: Q2 2026 in Review

AE Wealth Management held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 452 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

AE Wealth Management first reported a position in XPH in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.08M in Q3 2022. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

AE Wealth Management held 452 shares of State Street SPDR S&P Pharmaceuticals ETF worth $29.9K as of Q2 2026.
AE Wealth Management left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2187 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2020 and has held it in 16 quarters since.
AE Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.08M in Q3 2022.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.