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

RWA Wealth Partners’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
2025
Q1 		– Sell
-4,780
Closed -$205K – 594
2024
Q4 		$205K Sell
4,780
-176
-4% -$8K ﹤0.01% 543
2024
Q3 		$220K Buy
+4,956
New +$212K ﹤0.01% 531

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RWA Wealth Partners's XPH Position: Q1 2025 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2025, closing a stake of 4,780 shares — an estimated $205K sold.

RWA Wealth Partners first reported a position in XPH in Q3 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 70 funds tracked by Wall St. Rank hold XPH as of Q1 2025.

  • RWA Wealth Partners reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2025 after selling out during the quarter.
  • RWA Wealth Partners sold 4,780 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2025, an estimated $205K.
  • RWA Wealth Partners first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2024 and held it in 2 quarters.
  • RWA Wealth Partners's State Street SPDR S&P Pharmaceuticals ETF position peaked at $220K in Q3 2024.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2025.

Based on RWA Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.