Creekmur Asset Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Creekmur Asset Management’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 Q2	–	Sell	-7	Closed	-$328	–	878
2025 Q1	$328	Hold	7	–	–	﹤0.01%	651
2024 Q4	$321	Hold	7	–	–	﹤0.01%	762
2024 Q3	$330	Hold	7	–	–	﹤0.01%	836
2024 Q2	$295	Hold	7	–	–	﹤0.01%	879
2024 Q1	$318	Hold	7	–	–	﹤0.01%	774
2023 Q4	$306	Buy	+7	New	+$265	﹤0.01%	753

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Creekmur Asset Management's XPH Position: Q2 2025 in Review

Creekmur Asset Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2025, closing a stake of 7 shares — an estimated $328 sold.

Creekmur Asset Management first reported a position in XPH in Q4 2023 and held it in 6 quarters. The position peaked at $330 in Q3 2024. 65 funds tracked by Wall St. Rank hold XPH as of Q2 2025.

Creekmur Asset Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2025 after selling out during the quarter.
Creekmur Asset Management sold 7 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2025, an estimated $328.
Creekmur Asset Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and held it in 6 quarters.
Creekmur Asset Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $330 in Q3 2024.
65 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2025.

Based on Creekmur Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.