EP Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History
Bought
Maintained
Sold
Other funds holding XPH
KWM
FCBT
EP Wealth Advisors's XPH Position: Q1 2026 in Review
EP Wealth Advisors increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 0.44% in Q1 2026, buying an estimated $1.39K and bringing the position to 5,725 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.
EP Wealth Advisors first reported a position in XPH in Q2 2025 and has held it in 3 quarters since. The position peaked at $319K in Q4 2025. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.
- EP Wealth Advisors held 5,725 shares of State Street SPDR S&P Pharmaceuticals ETF worth $310K as of Q1 2026.
- EP Wealth Advisors bought 25 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $1.39K.
- State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1141 holding.
- EP Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2025 and has held it in 3 quarters since.
- EP Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $319K in Q4 2025.
- 82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.