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

Arlington Financial Advisors’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
2025
Q1 		– Sell
-6,762
Closed -$291K – 115
2024
Q4 		$291K Buy
+6,762
New +$307K 0.06% 78

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arlington Financial Advisors's XPH Position: Q1 2025 in Review

Arlington Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2025, closing a stake of 6,762 shares — an estimated $291K sold.

Arlington Financial Advisors first reported a position in XPH in Q4 2024 and held it in 1 quarter. The position peaked at $291K in Q4 2024. 70 funds tracked by Wall St. Rank hold XPH as of Q1 2025.

  • Arlington Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • Arlington Financial Advisors sold 6,762 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2025, an estimated $291K.
  • Arlington Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2024 and held it in 1 quarter.
  • Arlington Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $291K in Q4 2024.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2025.

Based on Arlington Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.