Beacon Pointe Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Beacon Pointe 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
2026 Q2	$380K	Sell	5,731 -173	-3%	-$10.1K	﹤0.01%	1474
2026 Q1	$319K	Buy	+5,904	New	+$329K	﹤0.01%	1502
2025 Q1	–	Sell	-4,917	Closed	-$211K	–	1271
2024 Q4	$211K	Buy	+4,917	New	+$224K	﹤0.01%	1132
2022 Q3	–	Sell	-4,817	Closed	-$202K	–	1070
2022 Q2	$202K	Buy	4,817 +173	+4%	+$7.25K	﹤0.01%	967
2022 Q1	$210K	Buy	+4,644	New	+$204K	﹤0.01%	1106
2021 Q2	–	Sell	-4,230	Closed	-$213K	–	842
2021 Q1	$213K	Buy	+4,230	New	+$225K	0.01%	489

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

Beacon Pointe Advisors's XPH Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 2.9% in Q2 2026, selling an estimated $10.1K and leaving 5,731 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Beacon Pointe Advisors first reported a position in XPH in Q1 2021 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Beacon Pointe Advisors held 5,731 shares of State Street SPDR S&P Pharmaceuticals ETF worth $380K as of Q2 2026.
Beacon Pointe Advisors sold 173 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1474 holding.
Beacon Pointe Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2021 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.