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Concurrent Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-8,097
Closed -$388K – 1858
2025
Q3 		$388K Hold
8,097
– – 0.01% 1033
2025
Q2 		$329K Hold
8,097
– – 0.01% 1023
2025
Q1 		$355K Hold
8,097
– – 0.01% 851
2024
Q4 		$348K Hold
8,097
– – 0.01% 776
2024
Q3 		$359K Hold
8,097
– – 0.01% 721
2024
Q2 		$322K Hold
8,097
– – 0.01% 717
2024
Q1 		$349K Hold
8,097
– – 0.01% 638
2023
Q4 		$337K Buy
+8,097
New +$307K 0.02% 615

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