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

IFP 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	$7.09K	Buy	+107	New	+$6.27K	﹤0.01%	3586
2023 Q3	–	Sell	-150	Closed	-$6.15K	–	3575
2023 Q2	$6.15K	Hold	150	–	–	﹤0.01%	2475
2023 Q1	$6.41K	Buy	+150	New	+$6.3K	﹤0.01%	2474
2022 Q4	–	Sell	-301	Closed	-$12.5K	–	2765
2022 Q3	$38K	Sell	301 -170	-36%	-$7.27K	﹤0.01%	2603
2022 Q2	$20K	Hold	471	–	–	﹤0.01%	2859
2022 Q1	$20K	Buy	471 +321	+214%	+$14.1K	﹤0.01%	2859
2021 Q4	$7K	Hold	150	–	–	﹤0.01%	2375
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	2447
2021 Q2	$8K	Hold	150	–	–	﹤0.01%	2311
2021 Q1	$8K	Hold	150	–	–	﹤0.01%	2242
2020 Q4	$8K	Hold	150	–	–	﹤0.01%	2165
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	2130
2020 Q2	$6K	Buy	+150	New	+$6.2K	﹤0.01%	2033
2018 Q4	–	Sell	-130	Closed	-$6K	–	3899
2018 Q3	$6K	Hold	130	–	–	﹤0.01%	3153
2018 Q2	$6K	Sell	130 -20,961	-99%	-$880K	﹤0.01%	3196
2018 Q1	$917K	Hold	21,091	–	–	0.04%	418
2017 Q4	$917K	Sell	21,091 -4,470	-17%	-$190K	0.04%	418
2017 Q3	$1.09M	Sell	25,561 -57,645	-69%	-$2.44M	0.04%	419
2017 Q2	$3.58M	Buy	83,206 +27,297	+49%	+$1.15M	0.15%	149
2017 Q1	$2.34M	Buy	55,909 +38,157	+215%	+$1.55M	0.1%	217
2016 Q4	$694K	Buy	17,752 +16,737	+1,649%	+$681K	0.03%	499
2016 Q3	$45K	Hold	1,015	–	–	﹤0.01%	1884
2016 Q2	$42K	Buy	+1,015	New	+$43K	﹤0.01%	1887
2016 Q1	–	Sell	-35,394	Closed	-$1.81M	–	3486
2015 Q4	$1.81M	Buy	+35,394	New	+$1.8M	0.12%	179

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

IFP Advisors's XPH Position: Q2 2026 in Review

IFP Advisors opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026: 107 shares worth $7.09K. The stake represents ﹤0.01% of the portfolio and ranks #3586 among its holdings. This is a return to the name: IFP Advisors previously reported a position in XPH as recently as Q2 2023.

IFP Advisors first reported a position in XPH in Q4 2015 and has held it in 24 quarters since. The position peaked at $3.58M in Q2 2017. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

IFP Advisors held 107 shares of State Street SPDR S&P Pharmaceuticals ETF worth $7.09K as of Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new IFP Advisors position in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3586 holding.
IFP Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2015 and has held it in 24 quarters since.
IFP Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3.58M in Q2 2017.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.