Jones Financial Companies
XPH icon

Jones Financial Companies’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Jones Financial Companies’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
Q1 		$103K Buy
1,985
+270
+16% +$15.1K ﹤0.01% 2660
2025
Q4 		$96K Buy
1,715
+374
+28% +$19.4K ﹤0.01% 2233
2025
Q3 		$63.1K Sell
1,341
-109
-8% -$4.87K ﹤0.01% 2282
2025
Q2 		$58.9K Buy
1,450
+337
+30% +$13.5K ﹤0.01% 2156
2025
Q1 		$47.1K Buy
1,113
+120
+12% +$5.29K ﹤0.01% 2090
2024
Q4 		$42.7K Buy
993
+590
+146% +$26.8K ﹤0.01% 1936
2024
Q3 		$17.7K Buy
+403
New +$17.3K ﹤0.01% 1998
2013
Q3 		– Sell
-2,800
Closed -$99K – 847
2013
Q2 		$99K Buy
+2,800
New +$94.5K ﹤0.01% 258

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return