SummitTX Capital’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

SummitTX Capital’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	$778K	Sell	11,745 -3,832	-25%	-$224K	0.02%	506
2026 Q1	$843K	Buy	+15,577	New	+$868K	0.03%	483

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

SummitTX Capital's XPH Position: Q2 2026 in Review

SummitTX Capital reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 25% in Q2 2026, selling an estimated $224K and leaving 11,745 shares worth $778K. The position accounts for 0.02% of the portfolio, ranked #506.

SummitTX Capital first reported a position in XPH in Q1 2026 and has held it in 2 quarters since. The position peaked at $843K in Q1 2026. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

SummitTX Capital held 11,745 shares of State Street SPDR S&P Pharmaceuticals ETF worth $778K as of Q2 2026.
SummitTX Capital sold 3,832 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $224K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #506 holding.
SummitTX Capital first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2026 and has held it in 2 quarters since.
SummitTX Capital's State Street SPDR S&P Pharmaceuticals ETF position peaked at $843K in Q1 2026.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.