Envestnet Portfolio Solutions
XPH icon

Envestnet Portfolio Solutions’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$9.28M Sell
171,479
-3,830
-2% -$213K 0.05% 201
2025
Q4 		$9.82M Buy
175,309
+3,379
+2% +$175K 0.03% 241
2025
Q3 		$8.24M Buy
171,930
+10,842
+7% +$485K 0.03% 258
2025
Q2 		$6.54M Buy
161,088
+47,626
+42% +$1.91M 0.02% 298
2025
Q1 		$4.97M Sell
113,462
-1,040
-0.9% -$45.9K 0.02% 364
2024
Q4 		$4.92M Buy
114,502
+49,766
+77% +$2.26M 0.02% 399
2024
Q3 		$2.87M Buy
64,736
+6,203
+11% +$266K 0.01% 553
2024
Q2 		$2.33M Buy
58,533
+1,510
+3% +$61.2K 0.01% 589
2024
Q1 		$2.46M Buy
57,023
+10,534
+23% +$454K 0.01% 572
2023
Q4 		$1.93M Sell
46,489
-2,273
-5% -$86.1K 0.01% 605
2023
Q3 		$1.94M Buy
+48,762
New +$2.06M 0.01% 551

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return