SW
XPH icon

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
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

Envestnet Asset Management
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

SVB Wealth's XPH Position: Q2 2026 in Review

SVB Wealth reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 6.3% in Q2 2026, selling an estimated $168K and leaving 42,797 shares worth $2.84M. The position accounts for 0.18% of the portfolio, ranked #109.

SVB Wealth first reported a position in XPH in Q4 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

  • SVB Wealth held 42,797 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.84M as of Q2 2026.
  • SVB Wealth sold 2,871 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $168K.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.18% of SVB Wealth's portfolio in Q2 2026, its #109 holding.
  • SVB Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2024 and has held it in 7 quarters since.
  • 33 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.