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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's XPH Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2025, closing a stake of 8,097 shares — an estimated $388K sold.

Concurrent Investment Advisors first reported a position in XPH in Q4 2023 and held it in 8 quarters. The position peaked at $388K in Q3 2025. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2025.

Concurrent Investment Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
Concurrent Investment Advisors sold 8,097 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2025, an estimated $388K.
Concurrent Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and held it in 8 quarters.
Concurrent Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $388K in Q3 2025.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.