Institute for Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Institute for Wealth Management’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	$86K	Buy	+1,297	New	+$76K	0.01%	724
2020 Q1	–	Sell	-741	Closed	-$34K	–	690
2019 Q4	$34K	Buy	+741	New	+$29.4K	0.01%	537

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

Institute for Wealth Management's XPH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026: 1,297 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #724 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in XPH as recently as Q4 2019.

Institute for Wealth Management first reported a position in XPH in Q4 2019 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Institute for Wealth Management held 1,297 shares of State Street SPDR S&P Pharmaceuticals ETF worth $86K as of Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #724 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and has held it in 2 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.