U.S. Capital Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

U.S. Capital Wealth Advisors’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	$764K	Sell	14,133 -299	-2%	-$16.7K	0.02%	579
2025 Q4	$808K	Sell	14,432 -298	-2%	-$15.4K	0.02%	539
2025 Q3	$706K	Buy	14,730 +378	+3%	+$16.9K	0.02%	545
2025 Q2	$582K	Sell	14,352 -350	-2%	-$14.1K	0.02%	563
2025 Q1	$644K	Sell	14,702 -5,008	-25%	-$221K	0.02%	525
2024 Q4	$847K	Sell	19,710 -2,620	-12%	-$119K	0.03%	451
2024 Q3	$991K	Buy	22,330 +4,264	+24%	+$183K	0.03%	354
2024 Q2	$719K	Buy	18,066 +5,531	+44%	+$224K	0.03%	389
2024 Q1	$541K	Buy	12,535 +635	+5%	+$27.4K	0.02%	454
2023 Q4	$495K	Buy	+11,900	New	+$451K	0.02%	455
2023 Q1	–	Sell	-1,100	Closed	-$45K	–	1551
2022 Q4	$45K	Buy	+1,100	New	+$45.8K	﹤0.01%	912

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

U.S. Capital Wealth Advisors's XPH Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 2.1% in Q1 2026, selling an estimated $16.7K and leaving 14,133 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #579.

U.S. Capital Wealth Advisors first reported a position in XPH in Q4 2022 and has held it in 11 quarters since. The position peaked at $991K in Q3 2024. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

U.S. Capital Wealth Advisors held 14,133 shares of State Street SPDR S&P Pharmaceuticals ETF worth $764K as of Q1 2026.
U.S. Capital Wealth Advisors sold 299 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $16.7K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #579 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2022 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $991K in Q3 2024.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.