Evelyn Partners Investment Management (Europe)’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Evelyn Partners Investment Management (Europe)’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	$230K	Hold	4,250	–	–	0.08%	82
2025 Q4	$238K	Sell	4,250 -375	-8%	-$19.4K	0.08%	80
2025 Q3	$222K	Sell	4,625 -300	-6%	-$13.4K	0.08%	81
2025 Q2	$200K	Hold	4,925	–	–	0.07%	85
2025 Q1	$216K	Sell	4,925 -400	-8%	-$17.7K	0.08%	83
2024 Q4	$229K	Buy	+5,325	New	+$242K	0.08%	79

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s XPH Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q1 2026 at 4,250 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #82.

Evelyn Partners Investment Management (Europe) first reported a position in XPH in Q4 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2025. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 4,250 shares of State Street SPDR S&P Pharmaceuticals ETF worth $230K as of Q1 2026.
Evelyn Partners Investment Management (Europe) left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q1 2026.
State Street SPDR S&P Pharmaceuticals ETF made up 0.08% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #82 holding.
Evelyn Partners Investment Management (Europe) first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management (Europe)'s State Street SPDR S&P Pharmaceuticals ETF position peaked at $238K in Q4 2025.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.