Whittier Trust’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Whittier Trust’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	$41.6K	Hold	619	–	–	﹤0.01%	896
2026 Q1	$33.6K	Hold	619	–	–	﹤0.01%	901
2025 Q4	$34.4K	Sell	619 -31	-5%	-$1.61K	﹤0.01%	940
2025 Q3	$31.9K	Hold	650	–	–	﹤0.01%	935
2025 Q2	$26.4K	Sell	650 -200	-24%	-$8.04K	﹤0.01%	1067
2025 Q1	$37.2K	Sell	850 -40	-4%	-$1.76K	﹤0.01%	992
2024 Q4	$38.2K	Hold	890	–	–	﹤0.01%	978
2024 Q3	$39.5K	Hold	890	–	–	﹤0.01%	974
2024 Q2	$35.4K	Hold	890	–	–	﹤0.01%	974
2024 Q1	$38.4K	Sell	890 -5	-0.6%	-$215	﹤0.01%	988
2023 Q4	$37.2K	Buy	895 +30	+3%	+$1.14K	﹤0.01%	974
2023 Q3	$34.4K	Buy	865 +200	+30%	+$8.46K	﹤0.01%	1003
2023 Q2	$27.2K	Hold	665	–	–	﹤0.01%	1052
2023 Q1	$27.3K	Hold	665	–	–	﹤0.01%	1087
2022 Q4	$27.2K	Hold	665	–	–	﹤0.01%	1081
2022 Q3	$27K	Hold	665	–	–	﹤0.01%	1110
2022 Q2	$28K	Hold	665	–	–	﹤0.01%	1085
2022 Q1	$30K	Hold	665	–	–	﹤0.01%	1101
2021 Q4	$31K	Hold	665	–	–	﹤0.01%	1080
2021 Q3	$32K	Buy	665 +100	+18%	+$4.97K	﹤0.01%	1027
2021 Q2	$29K	Buy	565 +200	+55%	+$10K	﹤0.01%	1076
2021 Q1	$18K	Buy	365 +195	+115%	+$10.4K	﹤0.01%	1154
2020 Q4	$9K	Hold	170	–	–	﹤0.01%	1167
2020 Q3	$7K	Hold	170	–	–	﹤0.01%	1188
2020 Q2	$7K	Hold	170	–	–	﹤0.01%	1126
2020 Q1	$6K	Buy	170 +5	+3%	+$213	﹤0.01%	1204
2019 Q4	$8K	Buy	+165	New	+$6.54K	﹤0.01%	1175

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Evelyn Partners London $46.9B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Whittier Trust's XPH Position: Q2 2026 in Review

Whittier Trust held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2026 at 619 shares worth $41.6K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Whittier Trust first reported a position in XPH in Q4 2019 and has held it in 27 quarters since. 93 funds tracked by Wall St. Rank hold XPH as of Q2 2026.

Whittier Trust held 619 shares of State Street SPDR S&P Pharmaceuticals ETF worth $41.6K as of Q2 2026.
Whittier Trust left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q2 2026.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #896 holding.
Whittier Trust first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and has held it in 27 quarters since.
93 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.