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

Braeburn 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
Q3 		$2.01M Buy
+30,877
New +$2.13M 0.85% 23

Other funds holding XPH

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Braeburn Wealth Management's XPH Position: Q3 2026 in Review

Braeburn Wealth Management opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2026: 30,877 shares worth $2.01M. The stake represents 0.85% of the portfolio and ranks #23 among its holdings.

12 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

  • Braeburn Wealth Management held 30,877 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.01M as of Q3 2026.
  • State Street SPDR S&P Pharmaceuticals ETF was a new Braeburn Wealth Management position in Q3 2026.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.85% of Braeburn Wealth Management's portfolio in Q3 2026, its #23 holding.
  • 12 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on Braeburn Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.