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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EP
Evelyn Partners London $46.9B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AssetMark Inc's XPH Position: Q2 2026 in Review

AssetMark Inc opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026: 125 shares worth $8.28K. The stake represents ﹤0.01% of the portfolio and ranks #2524 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in XPH as recently as Q4 2016.

AssetMark Inc first reported a position in XPH in Q4 2016 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

  • AssetMark Inc held 125 shares of State Street SPDR S&P Pharmaceuticals ETF worth $8.28K as of Q2 2026.
  • State Street SPDR S&P Pharmaceuticals ETF was a new AssetMark Inc position in Q2 2026.
  • State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2524 holding.
  • AssetMark Inc first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.