CIBC Private Wealth Group
XPH icon

CIBC Private Wealth Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

CIBC Private Wealth Group’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 		$162K Buy
2,901
+95
+3% +$4.92K ﹤0.01% 1291
2025
Q3 		$135K Buy
2,806
+26
+0.9% +$1.16K ﹤0.01% 1358
2025
Q2 		$113K Hold
2,780
– – ﹤0.01% 1335
2025
Q1 		$102K Hold
2,780
– – ﹤0.01% 1343
2024
Q4 		$119K Hold
2,780
– – ﹤0.01% 1353
2024
Q3 		$123K Hold
2,780
– – ﹤0.01% 1392
2024
Q2 		$110K Hold
2,780
– – ﹤0.01% 1366
2024
Q1 		$119K Buy
+2,780
New +$120K ﹤0.01% 1321

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $18.1B AUM 15% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return