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Florida Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Florida Financial 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
Q1 		– Sell
-4,350
Closed -$244K – 345
2025
Q4 		$244K Buy
+4,350
New +$225K 0.07% 246

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Florida Financial Advisors's XPH Position: Q1 2026 in Review

Florida Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2026, closing a stake of 4,350 shares — an estimated $244K sold.

Florida Financial Advisors first reported a position in XPH in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

  • Florida Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
  • Florida Financial Advisors sold 4,350 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $244K.
  • Florida Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2025 and held it in 1 quarter.
  • Florida Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $244K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.