Creative Planning’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Creative Planning’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 Q1	–	Sell	-2	Closed	-$86	–	3754
2024 Q4	$86	Buy	+2	New	+$91	﹤0.01%	3579
2022 Q2	–	Sell	-201	Closed	-$9K	–	2564
2022 Q1	$9K	Buy	+201	New	+$8.83K	﹤0.01%	2206
2018 Q1	–	Sell	-11,488	Closed	-$500K	–	2134
2017 Q4	$500K	Buy	+11,488	New	+$489K	﹤0.01%	1066
2017 Q3	–	Sell	-4,501	Closed	-$194K	–	3750
2017 Q2	$194K	Buy	4,501 +3,000	+200%	+$126K	﹤0.01%	1534
2017 Q1	$63K	Sell	1,501 -4,987	-77%	-$203K	﹤0.01%	2307
2016 Q4	$254K	Buy	6,488 +2,856	+79%	+$116K	﹤0.01%	1280
2016 Q3	$161K	Sell	3,632 -3,274	-47%	-$149K	﹤0.01%	1535
2016 Q2	$289K	Sell	6,906 -9,166	-57%	-$388K	﹤0.01%	1078
2016 Q1	$647K	Buy	16,072 +11,324	+239%	+$480K	0.01%	661
2015 Q4	$243K	Sell	4,748 -7,648	-62%	-$390K	﹤0.01%	1094
2015 Q3	$582K	Buy	+12,396	New	+$747K	0.01%	679
2015 Q2	–	Sell	-5,116	Closed	-$316K	–	3063
2015 Q1	$316K	Buy	5,116 +2,112	+70%	+$125K	﹤0.01%	967
2014 Q4	$162K	Sell	3,004 -1,100	-27%	-$60.1K	﹤0.01%	1269
2014 Q3	$218K	Buy	4,104 +2,020	+97%	+$103K	﹤0.01%	1013
2014 Q2	$108K	Buy	2,084 +522	+33%	+$25.2K	﹤0.01%	1387
2014 Q1	$73K	Buy	1,562 +1,112	+247%	+$52.5K	﹤0.01%	1585
2013 Q4	$20K	Sell	450 -828	-65%	-$34.5K	﹤0.01%	2196
2013 Q3	$49K	Buy	1,278 +828	+184%	+$31.3K	﹤0.01%	1521
2013 Q2	$16K	Buy	+450	New	+$15.2K	﹤0.01%	2062

Other funds holding XPH

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's XPH Position: Q1 2025 in Review

Creative Planning sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2025, closing a stake of 2 shares — an estimated $86 sold.

Creative Planning first reported a position in XPH in Q2 2013 and held it in 19 quarters. The position peaked at $647K in Q1 2016. 70 funds tracked by Wall St. Rank hold XPH as of Q1 2025.

Creative Planning reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
Creative Planning sold 2 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2025, an estimated $86.
Creative Planning first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 19 quarters.
Creative Planning's State Street SPDR S&P Pharmaceuticals ETF position peaked at $647K in Q1 2016.
70 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.