Steward Partners Investment Advisory’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Steward Partners Investment Advisory’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	$11.9K	Hold	179	–	–	﹤0.01%	3654
2026 Q1	$9.68K	Hold	179	–	–	﹤0.01%	3577
2025 Q4	$10K	Hold	179	–	–	﹤0.01%	3445
2025 Q3	$8.58K	Buy	+179	New	+$8.01K	﹤0.01%	3462
2018 Q4	–	Sell	-440	Closed	-$21K	–	2194
2018 Q3	$21K	Hold	440	–	–	﹤0.01%	1543
2018 Q2	$19K	Hold	440	–	–	﹤0.01%	1496
2018 Q1	$18K	Sell	440 -2,090	-83%	-$91.1K	﹤0.01%	1384
2017 Q4	$110K	Hold	2,530	–	–	0.01%	625
2017 Q3	$107K	Hold	2,530	–	–	0.01%	536
2017 Q2	$108K	Hold	2,530	–	–	0.01%	485
2017 Q1	$105K	Buy	+2,530	New	+$103K	0.02%	427

Other funds holding XPH

Wells Fargo San Francisco, California $617B AUM 30.33% 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

EPGL

Evelyn Partners Group Ltd London $46.9B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $414M AUM 32.23% 1-Year Est. Return

Steward Partners Investment Advisory's XPH Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 179 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3654.

Steward Partners Investment Advisory first reported a position in XPH in Q1 2017 and has held it in 11 quarters since. The position peaked at $110K in Q4 2017. 82 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Steward Partners Investment Advisory held 179 shares of State Street SPDR S&P Pharmaceuticals ETF worth $11.9K as of Q2 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3654 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2017 and has held it in 11 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Pharmaceuticals ETF position peaked at $110K in Q4 2017.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.