Avior Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Avior Wealth Management’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	$800K	Sell	12,070 -12,254	-50%	-$718K	0.02%	412
2026 Q1	$1.32M	Buy	+24,324	New	+$1.36M	0.04%	303
2019 Q4	–	Sell	-100	Closed	-$3K	–	882
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	666
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	686
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	589
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	660
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	637
2018 Q2	$4K	Buy	+100	New	+$4.2K	﹤0.01%	677

Other funds holding XPH

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Avior Wealth Management's XPH Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 50% in Q2 2026, selling an estimated $718K and leaving 12,070 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #412.

Avior Wealth Management first reported a position in XPH in Q2 2018 and has held it in 8 quarters since. The position peaked at $1.32M in Q1 2026. 9 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Avior Wealth Management held 12,070 shares of State Street SPDR S&P Pharmaceuticals ETF worth $800K as of Q2 2026.
Avior Wealth Management sold 12,254 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $718K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.02% of Avior Wealth Management's portfolio in Q2 2026, its #412 holding.
Avior Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2018 and has held it in 8 quarters since.
Avior Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.32M in Q1 2026.
9 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.