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

Allworth 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 Q2	$52.4K	Hold	790	–	–	﹤0.01%	2438
2026 Q1	$42.7K	Hold	790	–	–	﹤0.01%	2439
2025 Q4	$44.2K	Hold	790	–	–	﹤0.01%	2282
2025 Q3	$37.9K	Hold	790	–	–	﹤0.01%	2296
2025 Q2	$32.1K	Hold	790	–	–	﹤0.01%	2212
2025 Q1	$31.5K	Hold	790	–	–	﹤0.01%	1797
2024 Q4	$35.2K	Hold	790	–	–	﹤0.01%	1763
2024 Q3	$35K	Hold	790	–	–	﹤0.01%	1571
2024 Q2	$32.8K	Hold	790	–	–	﹤0.01%	1576
2024 Q1	$34.1K	Sell	790 -150	-16%	-$6.46K	﹤0.01%	1474
2023 Q4	$39.1K	Hold	940	–	–	﹤0.01%	1292
2023 Q3	$37.4K	Hold	940	–	–	﹤0.01%	1225
2023 Q2	$38.5K	Hold	940	–	–	﹤0.01%	1217
2023 Q1	$38.5K	Hold	940	–	–	﹤0.01%	1170
2022 Q4	$38.5K	Hold	940	–	–	﹤0.01%	1117
2022 Q3	$38K	Hold	940	–	–	﹤0.01%	1059
2022 Q2	$39K	Hold	940	–	–	﹤0.01%	991
2022 Q1	$43K	Hold	940	–	–	﹤0.01%	952
2021 Q4	$43K	Hold	940	–	–	﹤0.01%	886
2021 Q3	$45K	Buy	940 +790	+527%	+$39.3K	﹤0.01%	812
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	1114
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	1044
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	900
2020 Q3	$7K	Hold	150	–	–	﹤0.01%	792
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	841
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	891
2019 Q4	$7K	Hold	150	–	–	﹤0.01%	717
2019 Q3	$5K	Hold	150	–	–	﹤0.01%	694
2019 Q2	$6K	Hold	150	–	–	﹤0.01%	665
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	659
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	624
2018 Q3	$7K	Hold	150	–	–	﹤0.01%	613
2018 Q2	$6K	Hold	150	–	–	﹤0.01%	612
2018 Q1	$6K	Hold	150	–	–	﹤0.01%	571
2017 Q4	$7K	Hold	150	–	–	﹤0.01%	529
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	560
2017 Q2	$6K	Buy	+150	New	+$6.32K	﹤0.01%	557

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

Allworth Financial's XPH Position: Q2 2026 in Review

Allworth Financial held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 790 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Allworth Financial first reported a position in XPH in Q2 2017 and has held it in 37 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Allworth Financial held 790 shares of State Street SPDR S&P Pharmaceuticals ETF worth $52.4K as of Q2 2026.
Allworth Financial 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 Allworth Financial's portfolio in Q2 2026, its #2438 holding.
Allworth Financial first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2017 and has held it in 37 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.