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

Corient Private Wealth’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 Q2	$225K	Buy	+3,401	New	+$199K	﹤0.01%	2734

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 22.96% 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 19.34% 1-Year Est. Return

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

Evelyn Partners London $46.9B AUM

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

Corient Private Wealth's XPH Position: Q2 2026 in Review

Corient Private Wealth opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026: 3,401 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #2734 among its holdings.

93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Corient Private Wealth held 3,401 shares of State Street SPDR S&P Pharmaceuticals ETF worth $225K as of Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Corient Private Wealth position in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2734 holding.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.