BTI
XPH icon

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

Blue Trust 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
2025
Q4 		– Sell
-145
Closed -$6.95K – 2748
2025
Q3 		$6.95K Buy
+145
New +$6.48K ﹤0.01% 1932

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 19.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Blue Trust Inc's XPH Position: Q4 2025 in Review

Blue Trust Inc sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2025, closing a stake of 145 shares — an estimated $6.95K sold.

Blue Trust Inc first reported a position in XPH in Q3 2025 and held it in 1 quarter. The position peaked at $6.95K in Q3 2025. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2025.

  • Blue Trust Inc reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 145 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2025, an estimated $6.95K.
  • Blue Trust Inc first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's State Street SPDR S&P Pharmaceuticals ETF position peaked at $6.95K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.