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Wealthspire Advisors (New York)’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-402
Closed -$19.3K – 2938
2025
Q3 		$19.3K Buy
+402
New +$18K ﹤0.01% 1706

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s XPH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2025, closing a stake of 402 shares — an estimated $19.3K sold.

Wealthspire Advisors (New York) first reported a position in XPH in Q3 2025 and held it in 1 quarter. The position peaked at $19.3K in Q3 2025. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 402 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2025, an estimated $19.3K.
  • Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s State Street SPDR S&P Pharmaceuticals ETF position peaked at $19.3K in Q3 2025.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.