AssetMark Inc
XPH icon

AssetMark Inc’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

AssetMark Inc’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
Q3 		$8.12K Hold
125
– – ﹤0.01% 2590
2026
Q2 		$8.28K Buy
+125
New +$7.32K ﹤0.01% 2524
2017
Q1 		– Sell
-73
Closed -$3K – 1462
2016
Q4 		$3K Buy
+73
New +$2.97K ﹤0.01% 1105

Other funds holding XPH

Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return
SVB Wealth
SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Braeburn Wealth Management
Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

AssetMark Inc's XPH Position: Q3 2026 in Review

AssetMark Inc held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q3 2026 at 125 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

AssetMark Inc first reported a position in XPH in Q4 2016 and has held it in 3 quarters since. The position peaked at $8.28K in Q2 2026. 49 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

  • AssetMark Inc held 125 shares of State Street SPDR S&P Pharmaceuticals ETF worth $8.12K as of Q3 2026.
  • AssetMark Inc left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2590 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and has held it in 3 quarters since.
  • AssetMark Inc's State Street SPDR S&P Pharmaceuticals ETF position peaked at $8.28K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.