PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$6.63K	Hold	100	–	–	﹤0.01%	456
2026 Q1	$5.41K	Hold	100	–	–	﹤0.01%	428
2025 Q4	$5.6K	Buy	+100	New	+$5.18K	﹤0.01%	437

Other funds holding XPH

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

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

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

PAG

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XPH Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 100 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XPH in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 100 shares of State Street SPDR S&P Pharmaceuticals ETF worth $6.63K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #456 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
40 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.