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

Great Diamond 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 Q3	$2.57M	Buy	+39,493	New	+$2.73M	0.43%	68

Other funds holding XPH

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

BWM

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

KFS

Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Great Diamond Partners's XPH Position: Q3 2026 in Review

Great Diamond Partners opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2026: 39,493 shares worth $2.57M. The stake represents 0.43% of the portfolio and ranks #68 among its holdings.

12 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

Great Diamond Partners held 39,493 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.57M as of Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Great Diamond Partners position in Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF made up 0.43% of Great Diamond Partners's portfolio in Q3 2026, its #68 holding.
12 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.