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Lindbrook Capital’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Lindbrook Capital’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
2025
Q1 		$17.3K Hold
395
– – ﹤0.01% 1420
2024
Q4 		$17K Hold
395
– – ﹤0.01% 1374
2024
Q3 		$17.5K Hold
395
– – ﹤0.01% 1373
2024
Q2 		$15.7K Hold
395
– – ﹤0.01% 1385
2024
Q1 		$17K Hold
395
– – ﹤0.01% 1296
2023
Q4 		$16.4K Buy
+395
New +$15K ﹤0.01% 1301

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lindbrook Capital's XPH Position: Q1 2025 in Review

Lindbrook Capital held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q1 2025 at 395 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Lindbrook Capital first reported a position in XPH in Q4 2023 and has held it in 6 quarters since. The position peaked at $17.5K in Q3 2024. 70 funds tracked by Wall St. Rank hold XPH as of Q1 2025.

  • Lindbrook Capital held 395 shares of State Street SPDR S&P Pharmaceuticals ETF worth $17.3K as of Q1 2025.
  • Lindbrook Capital left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q1 2025.
  • State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1420 holding.
  • Lindbrook Capital first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and has held it in 6 quarters since.
  • Lindbrook Capital's State Street SPDR S&P Pharmaceuticals ETF position peaked at $17.5K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.