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

NewEdge Wealth’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	$267K	Hold	4,033	–	–	﹤0.01%	1078
2026 Q1	$218K	Hold	4,033	–	–	﹤0.01%	1064
2025 Q4	$226K	Sell	4,033 -7,045	-64%	-$365K	﹤0.01%	1118
2025 Q3	$539K	Sell	11,078 -771	-7%	-$34.5K	0.01%	725
2025 Q2	$504K	Buy	11,849 +1,010	+9%	+$40.6K	0.01%	712
2025 Q1	$475K	Buy	+10,839	New	+$478K	0.01%	664

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

NewEdge Wealth's XPH Position: Q2 2026 in Review

NewEdge Wealth held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 4,033 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

NewEdge Wealth first reported a position in XPH in Q1 2025 and has held it in 6 quarters since. The position peaked at $539K in Q3 2025. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

NewEdge Wealth held 4,033 shares of State Street SPDR S&P Pharmaceuticals ETF worth $267K as of Q2 2026.
NewEdge Wealth 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 NewEdge Wealth's portfolio in Q2 2026, its #1078 holding.
NewEdge Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2025 and has held it in 6 quarters since.
NewEdge Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $539K in Q3 2025.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.