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
Q2 		$12M Buy
180,521
+9,042
+5% +$530K 0.06% 193
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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EP
Evelyn Partners London $46.9B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions's XPH Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 5.3% in Q2 2026, buying an estimated $530K and bringing the position to 180,521 shares worth $12M. The position accounts for 0.06% of the portfolio, ranked #193.

Envestnet Portfolio Solutions first reported a position in XPH in Q3 2023 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

  • Envestnet Portfolio Solutions held 180,521 shares of State Street SPDR S&P Pharmaceuticals ETF worth $12M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 9,042 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $530K.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.06% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #193 holding.
  • Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2023 and has held it in 12 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.