Stifel Financial’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Stifel Financial’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	$1.15M	Buy	21,279 +770	+4%	+$42.9K	﹤0.01%	2367
2025 Q4	$1.15M	Buy	+20,509	New	+$1.06M	﹤0.01%	2346
2024 Q4	–	Sell	-7,607	Closed	-$337K	–	3495
2024 Q3	$337K	Buy	+7,607	New	+$326K	﹤0.01%	2898
2024 Q2	–	Sell	-8,860	Closed	-$382K	–	3461
2024 Q1	$382K	Sell	8,860 -1,950	-18%	-$84K	﹤0.01%	2760
2023 Q4	$450K	Buy	+10,810	New	+$410K	﹤0.01%	2623
2023 Q3	–	Sell	-6,159	Closed	-$252K	–	3416
2023 Q2	$252K	Sell	6,159 -15,448	-71%	-$638K	﹤0.01%	2929
2023 Q1	$886K	Sell	21,607 -380	-2%	-$16K	﹤0.01%	2140
2022 Q4	$900K	Buy	+21,987	New	+$915K	﹤0.01%	2079
2022 Q1	–	Sell	-16,757	Closed	-$773K	–	3510
2021 Q4	$773K	Sell	16,757 -7,006	-29%	-$332K	﹤0.01%	2307
2021 Q3	$1.13M	Buy	23,763 +702	+3%	+$34.9K	﹤0.01%	1998
2021 Q2	$1.19M	Buy	23,061 +746	+3%	+$37.5K	﹤0.01%	1965
2021 Q1	$1.12M	Sell	22,315 -2,174	-9%	-$116K	﹤0.01%	1917
2020 Q4	$1.27M	Buy	24,489 +376	+2%	+$18K	﹤0.01%	1671
2020 Q3	$1.05M	Buy	24,113 +11,495	+91%	+$504K	﹤0.01%	1598
2020 Q2	$542K	Buy	+12,618	New	+$521K	﹤0.01%	1989
2016 Q1	–	Sell	-4,113	Closed	-$210K	–	2396
2015 Q4	$210K	Sell	4,113 -12,852	-76%	-$655K	﹤0.01%	2095
2015 Q3	$795K	Sell	16,965 -377	-2%	-$22.7K	﹤0.01%	1318
2015 Q2	$1.08M	Buy	17,342 +7,576	+78%	+$472K	0.01%	1324
2015 Q1	$603K	Buy	9,766 +538	+6%	+$31.9K	﹤0.01%	1529
2014 Q4	$498K	Buy	9,228 +610	+7%	+$33.3K	﹤0.01%	1613
2014 Q3	$457K	Sell	8,618 -542	-6%	-$27.6K	﹤0.01%	1585
2014 Q2	$475K	Sell	9,160 -7,942	-46%	-$383K	﹤0.01%	1521
2014 Q1	$800K	Buy	+17,102	New	+$808K	0.01%	1186

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial's XPH Position: Q1 2026 in Review

Stifel Financial increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 3.8% in Q1 2026, buying an estimated $42.9K and bringing the position to 21,279 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

Stifel Financial first reported a position in XPH in Q1 2014 and has held it in 23 quarters since. The position peaked at $1.27M in Q4 2020. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Stifel Financial held 21,279 shares of State Street SPDR S&P Pharmaceuticals ETF worth $1.15M as of Q1 2026.
Stifel Financial bought 770 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $42.9K.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2367 holding.
Stifel Financial first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2014 and has held it in 23 quarters since.
Stifel Financial's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.27M in Q4 2020.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.