Vista Investment Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Vista Investment Management’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	$216K	Hold	3,986	–	–	0.07%	168
2025 Q4	$223K	Buy	+3,986	New	+$207K	0.07%	168
2025 Q2	–	Sell	-4,959	Closed	-$217K	–	176
2025 Q1	$217K	Sell	4,959 -25	-0.5%	-$1.1K	0.08%	166
2024 Q4	$214K	Buy	4,984 +118	+2%	+$5.37K	0.08%	168
2024 Q3	$216K	Buy	+4,866	New	+$208K	0.08%	169
2024 Q2	–	Sell	-5,115	Closed	-$221K	–	186
2024 Q1	$221K	Sell	5,115 -557	-10%	-$24K	0.09%	166
2023 Q4	$236K	Hold	5,672	–	–	0.11%	154
2023 Q3	$225K	Sell	5,672 -15	-0.3%	-$635	0.12%	150
2023 Q2	$233K	Sell	5,687 -15	-0.3%	-$619	0.12%	154
2023 Q1	$234K	Hold	5,702	–	–	0.12%	150
2022 Q4	$233K	Sell	5,702 -35	-0.6%	-$1.46K	0.13%	143
2022 Q3	$230K	Hold	5,737	–	–	0.14%	144
2022 Q2	$241K	Hold	5,737	–	–	0.15%	144
2022 Q1	$260K	Sell	5,737 -622	-10%	-$27.3K	0.14%	144
2021 Q4	$293K	Hold	6,359	–	–	0.16%	134
2021 Q3	$302K	Sell	6,359 -63	-1%	-$3.13K	0.18%	131
2021 Q2	$332K	Sell	6,422 -320	-5%	-$16.1K	0.2%	125
2021 Q1	$339K	Sell	6,742 -765	-10%	-$40.8K	0.21%	118
2020 Q4	$391K	Sell	7,507 -1,570	-17%	-$75.1K	0.26%	102
2020 Q3	$395K	Hold	9,077	–	–	0.3%	95
2020 Q2	$390K	Sell	9,077 -12	-0.1%	-$496	0.33%	90
2020 Q1	$328K	Sell	9,089 -297	-3%	-$12.7K	0.34%	91
2019 Q4	$429K	Sell	9,386 -178	-2%	-$7.06K	0.32%	97
2019 Q3	$340K	Sell	9,564 -3,015	-24%	-$112K	0.28%	101
2019 Q2	$501K	Sell	12,579 -3,420	-21%	-$135K	0.42%	83
2019 Q1	$665K	Hold	15,999	–	–	0.58%	58
2018 Q4	$586K	Sell	15,999 -2,010	-11%	-$85.8K	0.6%	57
2018 Q3	$875K	Sell	18,009 -100	-0.6%	-$4.74K	0.77%	48
2018 Q2	$779K	Sell	18,109 -675	-4%	-$28.4K	0.76%	49
2018 Q1	$786K	Sell	18,784 -475	-2%	-$20.7K	0.82%	46
2017 Q4	$838K	Buy	+19,259	New	+$819K	0.88%	40

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $18.1B AUM 15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Vista Investment Management's XPH Position: Q1 2026 in Review

Vista Investment Management held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q1 2026 at 3,986 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #168.

Vista Investment Management first reported a position in XPH in Q4 2017 and has held it in 31 quarters since. The position peaked at $875K in Q3 2018. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Vista Investment Management held 3,986 shares of State Street SPDR S&P Pharmaceuticals ETF worth $216K as of Q1 2026.
Vista Investment Management left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q1 2026.
State Street SPDR S&P Pharmaceuticals ETF made up 0.07% of Vista Investment Management's portfolio in Q1 2026, its #168 holding.
Vista Investment Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and has held it in 31 quarters since.
Vista Investment Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $875K in Q3 2018.
82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.