Stephens Inc’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Stephens Inc’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	–	Sell	-4,082	Closed	-$229K	–	1390
2025 Q4	$229K	Buy	+4,082	New	+$212K	﹤0.01%	1146
2016 Q4	–	Sell	-36,770	Closed	-$1.63M	–	826
2016 Q3	$1.63M	Buy	+36,770	New	+$1.67M	0.07%	281
2015 Q4	–	Sell	-98,068	Closed	-$4.6M	–	796
2015 Q3	$4.6M	Buy	98,068 +1,722	+2%	+$104K	0.24%	89
2015 Q2	$6.01M	Buy	96,346 +43,812	+83%	+$2.73M	0.27%	76
2015 Q1	$3.24M	Buy	52,534 +1,144	+2%	+$67.8K	0.15%	159
2014 Q4	$2.77M	Buy	51,390 +4,620	+10%	+$252K	0.13%	173
2014 Q3	$2.48M	Buy	46,770 +278	+0.6%	+$14.1K	0.12%	187
2014 Q2	$2.41M	Buy	46,492 +6,804	+17%	+$328K	0.12%	189
2014 Q1	$1.86M	Sell	39,688 -6	-0%	-$283	0.1%	218
2013 Q4	$1.75M	Buy	39,694 +652	+2%	+$27.1K	0.09%	234
2013 Q3	$1.5M	Buy	39,042 +2,266	+6%	+$85.7K	0.08%	246
2013 Q2	$1.3M	Buy	+36,776	New	+$1.24M	0.07%	242

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stephens Inc's XPH Position: Q1 2026 in Review

Stephens Inc sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2026, closing a stake of 4,082 shares — an estimated $229K sold.

Stephens Inc first reported a position in XPH in Q2 2013 and held it in 12 quarters. The position peaked at $6.01M in Q2 2015. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Stephens Inc reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2026 after selling out during the quarter.
Stephens Inc sold 4,082 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $229K.
Stephens Inc first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 12 quarters.
Stephens Inc's State Street SPDR S&P Pharmaceuticals ETF position peaked at $6.01M in Q2 2015.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.