Janney Montgomery Scott’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Janney Montgomery Scott’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	$281K	Hold	4,245	–	–	﹤0.01%	2786
2026 Q1	$230K	Sell	4,245 -200	-4%	-$11.1K	﹤0.01%	2561
2025 Q4	$249K	Buy	4,445 +77	+2%	+$3.99K	﹤0.01%	2674
2025 Q3	$209K	Buy	+4,368	New	+$195K	﹤0.01%	2714
2025 Q2	–	Sell	-4,723	Closed	-$207K	–	2838
2025 Q1	$207K	Sell	4,723 -70	-1%	-$3.09K	﹤0.01%	2516
2024 Q4	$206K	Hold	4,793	–	–	﹤0.01%	2539
2024 Q3	$213K	Sell	4,793 -930	-16%	-$39.8K	﹤0.01%	2482
2024 Q2	$228K	Sell	5,723 -112	-2%	-$4.54K	﹤0.01%	2376
2024 Q1	$252K	Hold	5,835	–	–	﹤0.01%	2442
2023 Q4	$243K	Hold	5,835	–	–	﹤0.01%	2360
2023 Q3	$232K	Buy	5,835 +500	+9%	+$21.2K	﹤0.01%	2299
2023 Q2	$219K	Hold	5,335	–	–	﹤0.01%	2415
2023 Q1	$219K	Hold	5,335	–	–	﹤0.01%	2240
2022 Q4	$218K	Hold	5,335	–	–	﹤0.01%	2319
2022 Q3	$214K	Sell	5,335 -55	-1%	-$2.35K	﹤0.01%	2243
2022 Q2	$228K	Sell	5,390 -642	-11%	-$26.9K	﹤0.01%	2067
2022 Q1	$273K	Sell	6,032 -856	-12%	-$37.6K	﹤0.01%	1938
2021 Q4	$318K	Buy	+6,888	New	+$326K	﹤0.01%	1969
2018 Q4	–	Sell	-35,923	Closed	-$1.74M	–	2071
2018 Q3	$1.74M	Buy	+35,923	New	+$1.7M	0.02%	750

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

Janney Montgomery Scott's XPH Position: Q2 2026 in Review

Janney Montgomery Scott held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 4,245 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2786.

Janney Montgomery Scott first reported a position in XPH in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.74M in Q3 2018. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Janney Montgomery Scott held 4,245 shares of State Street SPDR S&P Pharmaceuticals ETF worth $281K as of Q2 2026.
Janney Montgomery Scott 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 Janney Montgomery Scott's portfolio in Q2 2026, its #2786 holding.
Janney Montgomery Scott first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2018 and has held it in 19 quarters since.
Janney Montgomery Scott's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.74M in Q3 2018.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.