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Wharton Business Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Wharton Business 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
Q1 		$2.51M Hold
46,395
– – 0.09% 66
2025
Q4 		$2.6M Sell
46,395
-4,615
-9% -$239K 0.1% 65
2025
Q3 		$2.45M Sell
51,010
-2,105
-4% -$94.1K 0.11% 64
2025
Q2 		$2.15M Buy
53,115
+4,910
+10% +$197K 0.09% 66
2025
Q1 		$2.11M Buy
48,205
+4,360
+10% +$192K 0.1% 66
2024
Q4 		$1.89M Hold
43,845
– – 0.09% 67
2024
Q3 		$1.95M Hold
43,845
– – 0.09% 69
2024
Q2 		$1.74M Hold
43,845
– – 0.09% 70
2024
Q1 		$1.89M Hold
43,845
– – 0.09% 65
2023
Q4 		$1.82M Buy
43,845
+770
+2% +$29.2K 0.09% 68
2023
Q3 		$1.71M Hold
43,075
– – 0.1% 67
2023
Q2 		$1.77M Hold
43,075
– – 0.12% 61
2023
Q1 		$1.77M Hold
43,075
– – 0.11% 66
2022
Q4 		$1.76M Sell
43,075
-7,135
-14% -$297K 0.1% 68
2022
Q3 		$2.02M Hold
50,210
– – 0.14% 60
2022
Q2 		$2.11M Hold
50,210
– – 0.14% 58
2022
Q1 		$2.27M Buy
50,210
+6,790
+16% +$298K 0.14% 54
2021
Q4 		$2M Buy
43,420
+625
+1% +$29.6K 0.12% 55
2021
Q3 		$2.03M Sell
42,795
-33,300
-44% -$1.65M 0.21% 31
2021
Q2 		$3.94M Sell
76,095
-8,230
-10% -$413K 0.31% 42
2021
Q1 		$4.25M Hold
84,325
– – 0.33% 43
2020
Q4 		$4.39M Sell
84,325
-28,350
-25% -$1.36M 0.36% 40
2020
Q3 		$4.9M Sell
112,675
-8,155
-7% -$357K 0.45% 38
2020
Q2 		$5.19M Sell
120,830
-6,451
-5% -$267K 0.5% 38
2020
Q1 		$4.59M Sell
127,281
-4,390
-3% -$187K 0.52% 36
2019
Q4 		$6.01M Buy
131,671
+29,200
+28% +$1.16M 0.56% 35
2019
Q3 		$3.65M Sell
102,471
-2,409
-2% -$89.6K 0.37% 41
2019
Q2 		$4.18M Hold
104,880
– – 0.43% 36
2019
Q1 		$4.36M Buy
104,880
+3,655
+4% +$149K 0.45% 37
2018
Q4 		$3.71M Sell
101,225
-5,115
-5% -$218K 0.44% 38
2018
Q3 		$5.16M Sell
106,340
-625
-0.6% -$29.6K 0.51% 33
2018
Q2 		$4.6M Buy
106,965
+120
+0.1% +$5.04K 0.48% 35
2018
Q1 		$4.47M Buy
106,845
+5,685
+6% +$248K 0.46% 35
2017
Q4 		$4.4M Sell
101,160
-120,605
-54% -$5.13M 0.46% 36
2017
Q3 		$9.44M Buy
221,765
+605
+0.3% +$25.6K 1% 25
2017
Q2 		$9.52M Sell
221,160
-6,035
-3% -$254K 1.01% 26
2017
Q1 		$9.5M Sell
227,195
-8,810
-4% -$359K 1.02% 29
2016
Q4 		$9.22M Buy
236,005
+42,905
+22% +$1.75M 1.09% 28
2016
Q3 		$8.53M Sell
193,100
-72,595
-27% -$3.3M 1.05% 32
2016
Q2 		$11.1M Buy
265,695
+5,155
+2% +$218K 1.31% 28
2016
Q1 		$10.5M Buy
260,540
+16,515
+7% +$700K 1.16% 31
2015
Q4 		$12.5M Buy
244,025
+3,885
+2% +$198K 1.24% 28
2015
Q3 		$11.3M Buy
240,140
+610
+0.3% +$36.7K 1.11% 33
2015
Q2 		$14.9K Sell
239,530
-2,050
-0.8% -$128K 0.99% 28
2015
Q1 		$14.9M Sell
241,580
-4,910
-2% -$291K 1.23% 31
2014
Q4 		$13.3M Buy
246,490
+7,190
+3% +$393K 1.1% 30
2014
Q3 		$12.7M Buy
239,300
+1,370
+0.6% +$69.6K 1.13% 31
2014
Q2 		$12.3M Buy
237,930
+93,430
+65% +$4.51M 1.36% 25
2014
Q1 		$6.76M Sell
144,500
-6,420
-4% -$303K 0.55% 51
2013
Q4 		$6.64M Buy
150,920
+10,100
+7% +$421K 0.56% 47
2013
Q3 		$5.42M Sell
140,820
-3,500
-2% -$132K 0.46% 56
2013
Q2 		$5.09M Buy
+144,320
New +$4.87M 0.44% 56

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wharton Business Group's XPH Position: Q1 2026 in Review

Wharton Business Group held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q1 2026 at 46,395 shares worth $2.51M. The position accounts for 0.09% of the portfolio, ranked #66.

Wharton Business Group first reported a position in XPH in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.9M in Q1 2015. 82 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

  • Wharton Business Group held 46,395 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.51M as of Q1 2026.
  • Wharton Business Group left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Pharmaceuticals ETF made up 0.09% of Wharton Business Group's portfolio in Q1 2026, its #66 holding.
  • Wharton Business Group first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and has held it in 52 quarters since.
  • Wharton Business Group's State Street SPDR S&P Pharmaceuticals ETF position peaked at $14.9M in Q1 2015.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.