Cetera Investment Advisers
XPH icon

Cetera Investment Advisers’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Cetera Investment Advisers’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 		$3.1M Sell
57,323
-23,655
-29% -$1.32M ﹤0.01% 1872
2025
Q4 		$4.54M Buy
80,978
+11,683
+17% +$605K 0.01% 1525
2025
Q3 		$3.32M Buy
69,295
+62,706
+952% +$2.8M ﹤0.01% 1739
2025
Q2 		$267K Sell
6,589
-40
-0.6% -$1.61K ﹤0.01% 3493
2025
Q1 		$290K Sell
6,629
-1,000
-13% -$44.1K ﹤0.01% 3291
2024
Q4 		$328K Sell
7,629
-718
-9% -$32.6K ﹤0.01% 3038
2024
Q3 		$370K Sell
8,347
-419
-5% -$17.9K ﹤0.01% 2890
2024
Q2 		$349K Sell
8,766
-858
-9% -$34.8K ﹤0.01% 2905
2024
Q1 		$415K Buy
+9,624
New +$415K ﹤0.01% 2762
2020
Q2 		– Sell
-11,100
Closed -$400K – 634
2020
Q1 		$400K Buy
+11,100
New +$473K 0.05% 341

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return