Independent Financial Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Independent Financial Group’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	$311K	Hold	4,700	–	–	0.01%	1222
2026 Q1	$254K	Hold	4,700	–	–	0.01%	1243
2025 Q4	$263K	Hold	4,700	–	–	0.01%	1215
2025 Q3	$225K	Sell	4,700 -300	-6%	-$13.4K	0.01%	1228
2025 Q2	$203K	Hold	5,000	–	–	0.01%	1224
2025 Q1	$219K	Buy	+5,000	New	+$221K	0.01%	1079

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

Independent Financial Group's XPH Position: Q2 2026 in Review

Independent Financial Group held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 4,700 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #1222.

Independent Financial Group first reported a position in XPH in Q1 2025 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Independent Financial Group held 4,700 shares of State Street SPDR S&P Pharmaceuticals ETF worth $311K as of Q2 2026.
Independent Financial Group 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 Independent Financial Group's portfolio in Q2 2026, its #1222 holding.
Independent Financial Group first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2025 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.