CX Institutional’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

CX Institutional’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 Q3	$478K	Sell	7,352 -865	-11%	-$59.8K	0.01%	484
2026 Q2	$545K	Buy	8,217 +360	+5%	+$21.1K	0.02%	456
2026 Q1	$425K	Buy	7,857 +211	+3%	+$11.8K	0.01%	505
2025 Q4	$428K	Sell	7,646 -43,628	-85%	-$2.26M	0.01%	467
2025 Q3	$2.46M	Buy	51,274 +51,027	+20,659%	+$2.28M	0.07%	185
2025 Q2	$10K	Sell	247 -18,394	-99%	-$739K	﹤0.01%	1045
2025 Q1	$816K	Buy	18,641 +8,458	+83%	+$373K	0.03%	300
2024 Q4	$438K	Buy	+10,183	New	+$463K	0.02%	367
2024 Q3	–	Sell	-9,711	Closed	-$386K	–	600
2024 Q2	$386K	Buy	9,711 +5,240	+117%	+$212K	0.02%	405
2024 Q1	$193K	Buy	+4,471	New	+$193K	0.01%	526
2023 Q3	–	Sell	-20,113	Closed	-$824K	–	559
2023 Q2	$824K	Buy	20,113 +613	+3%	+$25.3K	0.04%	298
2023 Q1	$805K	Buy	+19,500	New	+$819K	0.04%	306
2022 Q4	–	Sell	-78,878	Closed	-$3.17M	–	584
2022 Q3	$3.17M	Buy	78,878 +78,686	+40,982%	+$3.36M	0.22%	110
2022 Q2	$8K	Buy	+192	New	+$8.05K	﹤0.01%	987
2021 Q4	–	Sell	-896	Closed	-$43K	–	916
2021 Q3	$43K	Sell	896 -42,688	-98%	-$2.12M	﹤0.01%	613
2021 Q2	$2.26M	Buy	43,584 +42,818	+5,590%	+$2.15M	0.19%	136
2021 Q1	$39K	Sell	766 -1,069	-58%	-$57K	﹤0.01%	546
2020 Q4	$95K	Sell	1,835 -35,334	-95%	-$1.69M	0.01%	368
2020 Q3	$1.62M	Sell	37,169 -3,383	-8%	-$148K	0.17%	150
2020 Q2	$1.74M	Buy	40,552 +40,485	+60,425%	+$1.67M	0.23%	122
2020 Q1	$2K	Sell	67 -29	-30%	-$1.24K	﹤0.01%	697
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	607
2019 Q3	$3K	Sell	96 -77	-45%	-$2.86K	﹤0.01%	702
2019 Q2	$7K	Sell	173 -29,830	-99%	-$1.17M	﹤0.01%	560
2019 Q1	$1.25M	Buy	30,003 +29,981	+136,277%	+$1.22M	0.22%	114
2018 Q4	$1K	Buy	+22	New	+$939	﹤0.01%	523
2018 Q3	–	Sell	-12,557	Closed	-$540K	–	362
2018 Q2	$540K	Buy	+12,557	New	+$527K	0.2%	94

Other funds holding XPH

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

CX Institutional's XPH Position: Q3 2026 in Review

CX Institutional reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 11% in Q3 2026, selling an estimated $59.8K and leaving 7,352 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #484.

CX Institutional first reported a position in XPH in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.17M in Q3 2022. 83 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

CX Institutional held 7,352 shares of State Street SPDR S&P Pharmaceuticals ETF worth $478K as of Q3 2026.
CX Institutional sold 865 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2026, an estimated $59.8K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #484 holding.
CX Institutional first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3.17M in Q3 2022.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.