Evelyn Partners’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Evelyn Partners’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	$10.5M	Buy	+71,806	New	+$4.21M	0.02%	83

Other funds holding XPH

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Evelyn Partners's XPH Position: Q2 2026 in Review

Evelyn Partners opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026: 71,806 shares worth $10.5M. The stake represents 0.02% of the portfolio and ranks #83 among its holdings.

89 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Evelyn Partners held 71,806 shares of State Street SPDR S&P Pharmaceuticals ETF worth $10.5M as of Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Evelyn Partners position in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up 0.02% of Evelyn Partners's portfolio in Q2 2026, its #83 holding.
89 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.