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

SVB Wealth’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 Q3	$2.68M	Sell	41,236 -1,561	-4%	-$108K	0.18%	106
2026 Q2	$2.84M	Sell	42,797 -2,871	-6%	-$168K	0.18%	109
2026 Q1	$2.47M	Buy	45,668 +2,218	+5%	+$124K	0.16%	124
2025 Q4	$2.43M	Buy	43,450 +1,761	+4%	+$91.3K	0.14%	132
2025 Q3	$2M	Buy	41,689 +677	+2%	+$30.3K	0.11%	153
2025 Q2	$1.66M	Buy	41,012 +8,079	+25%	+$325K	0.09%	172
2025 Q1	$1.44M	Buy	32,933 +26,715	+430%	+$1.18M	0.06%	132
2024 Q4	$267K	Buy	+6,218	New	+$283K	0.01%	595

Other funds holding XPH

Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Uniting Wealth Partners Mission, Kansas $472M AUM 20.18% 1-Year Est. Return

Measured Wealth Private Client Group Portsmouth, New Hampshire $398M AUM 22.66% 1-Year Est. Return

SVB Wealth's XPH Position: Q3 2026 in Review

SVB Wealth reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 3.6% in Q3 2026, selling an estimated $108K and leaving 41,236 shares worth $2.68M. The position accounts for 0.18% of the portfolio, ranked #106.

SVB Wealth first reported a position in XPH in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.84M in Q2 2026. 83 funds tracked by Wall St. Rank hold XPH as of Q3 2026.

SVB Wealth held 41,236 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.68M as of Q3 2026.
SVB Wealth sold 1,561 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2026, an estimated $108K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.18% of SVB Wealth's portfolio in Q3 2026, its #106 holding.
SVB Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2024 and has held it in 8 quarters since.
SVB Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $2.84M in Q2 2026.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2026.

Based on SVB Wealth's 13F filing for Q3 2026, filed 6 Nov 2026.