Camelot Portfolios’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Camelot Portfolios’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	-77	Closed	-$4.31K	–	561
2025 Q4	$4.31K	Buy	+77	New	+$3.99K	﹤0.01%	495

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 22.9% 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 19.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Camelot Portfolios's XPH Position: Q1 2026 in Review

Camelot Portfolios sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2026, closing a stake of 77 shares — an estimated $4.31K sold.

Camelot Portfolios first reported a position in XPH in Q4 2025 and held it in 1 quarter. The position peaked at $4.31K in Q4 2025. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Camelot Portfolios reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 77 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $4.31K.
Camelot Portfolios first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2025 and held it in 1 quarter.
Camelot Portfolios's State Street SPDR S&P Pharmaceuticals ETF position peaked at $4.31K in Q4 2025.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.