Principal Securities’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Principal Securities’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	$372K	Sell	5,619 -502	-8%	-$29.4K	﹤0.01%	1229
2026 Q1	$331K	Sell	6,121 -30	-0.5%	-$1.67K	﹤0.01%	1159
2025 Q4	$345K	Buy	6,151 +941	+18%	+$48.8K	0.01%	1077
2025 Q3	$250K	Buy	5,210 +4,929	+1,754%	+$220K	﹤0.01%	1194
2025 Q2	$11.4K	Sell	281 -334	-54%	-$13.4K	﹤0.01%	2570
2025 Q1	$26.4K	Hold	615	–	–	﹤0.01%	2060
2024 Q4	$26.4K	Buy	615 +2	+0.3%	+$91	﹤0.01%	2055
2024 Q3	$27.2K	Buy	613 +3	+0.5%	+$128	﹤0.01%	1973
2024 Q2	$24.3K	Buy	610 +2	+0.3%	+$81	﹤0.01%	1972
2024 Q1	$26.2K	Buy	608 +3	+0.5%	+$129	﹤0.01%	1878
2023 Q4	$25.2K	Buy	+605	New	+$22.9K	﹤0.01%	1806

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

Principal Securities's XPH Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 8.2% in Q2 2026, selling an estimated $29.4K and leaving 5,619 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Principal Securities first reported a position in XPH in Q4 2023 and has held it in 11 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Principal Securities held 5,619 shares of State Street SPDR S&P Pharmaceuticals ETF worth $372K as of Q2 2026.
Principal Securities sold 502 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $29.4K.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1229 holding.
Principal Securities first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and has held it in 11 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.