Brinker Capital Investments’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-4,350	Closed	-$244K	–	2279
2025 Q4	$244K	Buy	+4,350	New	+$225K	﹤0.01%	1917
2020 Q1	–	Sell	-100	Closed	-$5K	–	782
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	675
2019 Q3	$4K	Buy	+100	New	+$3.72K	﹤0.01%	670
2013 Q4	–	Sell	-143,000	Closed	-$5.5M	–	414
2013 Q3	$5.5M	Buy	143,000 +1,800	+1%	+$68.1K	0.22%	102
2013 Q2	$4.98M	Buy	+141,200	New	+$4.77M	0.21%	101

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Brinker Capital Investments's XPH Position: Q1 2026 in Review

Brinker Capital Investments sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2026, closing a stake of 4,350 shares — an estimated $244K sold.

Brinker Capital Investments first reported a position in XPH in Q2 2013 and held it in 5 quarters. The position peaked at $5.5M in Q3 2013. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Brinker Capital Investments reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 4,350 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $244K.
Brinker Capital Investments first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 5 quarters.
Brinker Capital Investments's State Street SPDR S&P Pharmaceuticals ETF position peaked at $5.5M in Q3 2013.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.