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

Focus Partners Wealth’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	$217K	Sell	3,271 -1,118	-25%	-$65.5K	﹤0.01%	2463
2026 Q1	$237K	Sell	4,389 -345	-7%	-$19.2K	﹤0.01%	2310
2025 Q4	$265K	Buy	+4,734	New	+$245K	﹤0.01%	2294

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

Focus Partners Wealth's XPH Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 25% in Q2 2026, selling an estimated $65.5K and leaving 3,271 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Focus Partners Wealth first reported a position in XPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q4 2025. 92 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Focus Partners Wealth held 3,271 shares of State Street SPDR S&P Pharmaceuticals ETF worth $217K as of Q2 2026.
Focus Partners Wealth sold 1,118 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $65.5K.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2463 holding.
Focus Partners Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2025 and has held it in 3 quarters since.
Focus Partners Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $265K in Q4 2025.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

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