Next Level Wealth Planning’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Next Level Wealth Planning’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 Q3	$11.2K	Buy	+172	New	+$11.9K	﹤0.01%	325

Other funds holding XPH

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.45B AUM 18.45% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Next Level Wealth Planning's XPH Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2026: 172 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

49 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

Next Level Wealth Planning held 172 shares of State Street SPDR S&P Pharmaceuticals ETF worth $11.2K as of Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #325 holding.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.