TFG
XPH icon

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

Team Financial Group’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 		– Sell
-1,000
Closed -$54.1K – 265
2026
Q1 		$54.1K Hold
1,000
– – 0.02% 106
2025
Q4 		$56K Buy
+1,000
New +$51.8K 0.03% 97

Other funds holding XPH

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Team Financial Group's XPH Position: Q2 2026 in Review

Team Financial Group sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2026, closing a stake of 1,000 shares — an estimated $54.1K sold.

Team Financial Group first reported a position in XPH in Q4 2025 and held it in 2 quarters. The position peaked at $56K in Q4 2025. 14 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

  • Team Financial Group reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 1,000 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2026, an estimated $54.1K.
  • Team Financial Group first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2025 and held it in 2 quarters.
  • Team Financial Group's State Street SPDR S&P Pharmaceuticals ETF position peaked at $56K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.