Spire Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Spire Wealth Management’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	–	Sell	-1,107	Closed	-$59.9K	–	2387
2026 Q1	$59.9K	Buy	+1,107	New	+$61.7K	﹤0.01%	1122
2023 Q1	–	Sell	-15	Closed	-$1K	–	2613
2022 Q4	$1K	Buy	+15	New	+$624	﹤0.01%	2269
2022 Q3	–	Sell	-240	Closed	-$10K	–	2643
2022 Q2	$10K	Buy	+240	New	+$10.1K	﹤0.01%	1935

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

Spire Wealth Management's XPH Position: Q2 2026 in Review

Spire Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026, closing a stake of 1,107 shares — an estimated $59.9K sold.

Spire Wealth Management first reported a position in XPH in Q2 2022 and held it in 3 quarters. The position peaked at $59.9K in Q1 2026. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Spire Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 1,107 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $59.9K.
Spire Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2022 and held it in 3 quarters.
Spire Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $59.9K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.