Medallion Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Medallion Wealth Advisors’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	$8.11K	Hold	150	–	–	﹤0.01%	795
2025 Q4	$8.4K	Hold	150	–	–	﹤0.01%	777
2025 Q3	$7.19K	Buy	+150	New	+$6.71K	﹤0.01%	809

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 $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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 $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 $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's XPH Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q1 2026 at 150 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Medallion Wealth Advisors first reported a position in XPH in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.4K in Q4 2025. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Medallion Wealth Advisors held 150 shares of State Street SPDR S&P Pharmaceuticals ETF worth $8.11K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q1 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #795 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2025 and has held it in 3 quarters since.
Medallion Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $8.4K in Q4 2025.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.