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Alerus Financial’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Alerus Financial’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 		– Sell
-375
Closed -$21K – 562
2025
Q4 		$21K Hold
375
– – ﹤0.01% 296
2025
Q3 		$18K Hold
375
– – ﹤0.01% 330
2025
Q2 		$15.2K Buy
+375
New +$15.1K ﹤0.01% 332

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Alerus Financial's XPH Position: Q1 2026 in Review

Alerus Financial sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2026, closing a stake of 375 shares — an estimated $21K sold.

Alerus Financial first reported a position in XPH in Q2 2025 and held it in 3 quarters. The position peaked at $21K in Q4 2025. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

  • Alerus Financial reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
  • Alerus Financial sold 375 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $21K.
  • Alerus Financial first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2025 and held it in 3 quarters.
  • Alerus Financial's State Street SPDR S&P Pharmaceuticals ETF position peaked at $21K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.