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KWM
Kingsview Wealth Management’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
Kingsview 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
Q1
$16M
Buy
+295,265
New
+$16.5M
0.22%
86
2025
Q3
–
Sell
-237,014
Closed
-$9.62M
–
1306
2025
Q2
$9.62M
Sell
237,014
-23,629
-9%
-$950K
0.16%
117
2025
Q1
$11.4M
Sell
260,643
-4,245
-2%
-$187K
0.22%
92
2024
Q4
$11.4M
Buy
+264,888
New
+$12M
0.22%
85
2024
Q3
–
Sell
-148,890
Closed
-$5.92M
–
1164
2024
Q2
$5.92M
Buy
148,890
+5,027
+3%
+$204K
0.14%
163
2024
Q1
$6.2M
Buy
143,863
+115,712
+411%
+$4.99M
0.16%
149
2023
Q4
$1.17M
Buy
28,151
+10,630
+61%
+$403K
0.04%
419
2023
Q3
$696K
Buy
+17,521
New
+$741K
0.03%
532
2023
Q2
–
Sell
-7,580
Closed
-$311K
–
986
2023
Q1
$311K
Buy
+7,580
New
+$319K
0.01%
700
Other funds holding XPH
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
FCBT
First Citizens Bank & Trust
Raleigh, North Carolina
$4.75B AUM
16.82%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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