PS
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return