Simplex Trading
XPH icon

Simplex Trading’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Simplex Trading’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 		$190K Buy
+2,916
New +$201K ﹤0.01% 4686
2025
Q2 		– Sell
-627
Closed -$27K – 9889
2025
Q1 		$27K Buy
+627
New +$27.7K ﹤0.01% 6346
2024
Q4 		– Sell
-39
Closed -$1K – 9791
2024
Q3 		$1K Buy
+39
New +$1.67K ﹤0.01% 8309
2024
Q1 		– Sell
-910
Closed -$37K – 10068
2023
Q4 		$37K Buy
+910
New +$34.5K ﹤0.01% 6382
2023
Q1 		– Sell
-10
Closed – – 10293
2022
Q4 		$0 Buy
+10
New +$416 ﹤0.01% 10620
2021
Q4 		– Sell
-1,350
Closed -$70K – 11609
2021
Q3 		$70K Hold
1,350
– – ﹤0.01% 7093
2021
Q2 		$69K Sell
1,350
-71
-5% -$3.56K ﹤0.01% 7240
2021
Q1 		$71K Buy
1,421
+1,292
+1,002% +$68.9K ﹤0.01% 6195
2020
Q4 		$6K Sell
129
-1,862
-94% -$89K ﹤0.01% 7675
2020
Q3 		$86K Buy
1,991
+1,891
+1,891% +$82.8K ﹤0.01% 5059
2020
Q2 		$4K Buy
100
+67
+203% +$2.77K ﹤0.01% 7083
2020
Q1 		$1K Buy
+33
New +$1.41K ﹤0.01% 7424
2019
Q1 		– Sell
-96
Closed -$3K – 7987
2018
Q4 		$3K Buy
+96
New +$4.1K ﹤0.01% 6474
2017
Q1 		– Sell
-100
Closed -$3K – 6880
2016
Q4 		$3K Buy
+100
New +$4.07K ﹤0.01% 4840

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Uniting Wealth Partners
Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Simplex Trading's XPH Position: Q3 2026 in Review

Simplex Trading opened a new position in State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2026: 2,916 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #4686 among its holdings. This is a return to the name: Simplex Trading previously reported a position in XPH as recently as Q1 2025.

Simplex Trading first reported a position in XPH in Q4 2016 and has held it in 14 quarters since. 96 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

  • Simplex Trading held 2,916 shares of State Street SPDR S&P Pharmaceuticals ETF worth $190K as of Q3 2026.
  • State Street SPDR S&P Pharmaceuticals ETF was a new Simplex Trading position in Q3 2026.
  • State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Simplex Trading's portfolio in Q3 2026, its #4686 holding.
  • Simplex Trading first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and has held it in 14 quarters since.
  • 96 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on Simplex Trading's 13F filing for Q3 2026, filed 4 Nov 2026.