EP Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

EP Wealth Advisors’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	$151K	Sell	2,280 -3,445	-60%	-$202K	﹤0.01%	1589
2026 Q1	$310K	Buy	5,725 +25	+0.4%	+$1.39K	﹤0.01%	1141
2025 Q4	$319K	Buy	+5,700	New	+$295K	﹤0.01%	1102
2025 Q2	$278K	Buy	+6,840	New	+$275K	﹤0.01%	1066

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Evelyn Partners London $46.9B AUM

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

EP Wealth Advisors's XPH Position: Q2 2026 in Review

EP Wealth Advisors reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 60% in Q2 2026, selling an estimated $202K and leaving 2,280 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

EP Wealth Advisors first reported a position in XPH in Q2 2025 and has held it in 4 quarters since. The position peaked at $319K in Q4 2025. 92 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

EP Wealth Advisors held 2,280 shares of State Street SPDR S&P Pharmaceuticals ETF worth $151K as of Q2 2026.
EP Wealth Advisors sold 3,445 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $202K.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1589 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $319K in Q4 2025.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.