Heritage Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Heritage Wealth 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 Q2	–	Sell	-1,115	Closed	-$60.3K	–	739
2026 Q1	$60.3K	Buy	+1,115	New	+$62.1K	﹤0.01%	303

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 22.96% 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

Evelyn Partners London $46.9B AUM

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

Heritage Wealth Advisors's XPH Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026, closing a stake of 1,115 shares — an estimated $60.3K sold.

Heritage Wealth Advisors first reported a position in XPH in Q1 2026 and held it in 1 quarter. The position peaked at $60.3K in Q1 2026. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Heritage Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 1,115 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $60.3K.
Heritage Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2026 and held it in 1 quarter.
Heritage Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $60.3K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.