Skip to content

XPH SPDR SERIES TRUST

Follow

ST STR SP PHARMA (fund)

92 managers (93 13F filers) reported a position in XPH shares at 2026-06-30, 3,915,310 shares in all. 20 filers opened a position and 8 filers sold out during the quarter.

Managers
92
13F filers
93
New
20
Added
25
Reduced
29
Sold out
8
Shares held by filers
3,915,310

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,015,894$67.3M<0.01%+203,95513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding402,343$26.7M-40,384Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN387,368$25.7M<0.01%-16,94313F-HRTimelineGroup
Kingsview Wealth Management, LLC314,894$20.9M0.25%+19,62913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY314,226$20.8M<0.01%+26,63813F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO195,701$13M0.19%+8,30413F-HRTimeline
LPL Financial LLC168,419$11.2M<0.01%+22,16013F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd71,806$10.5M0.02%13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC104,114$6.9M<0.01%+54,72613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,678$4.68M0.01%+1,01013F-HRTimelineGroup
Measured Wealth Private Client Group, L…68,306$4.53M1.09%new13F-HRTimeline
Private Advisor Group, LLC63,697$4.22M0.02%+7,92013F-HRTimeline
UBS Group AGin group UBS Group AG55,346$3.67M<0.01%+6,43513F-HRTimelineGroup
Cetera Investment Advisers49,004$3.25M<0.01%-8,31913F-HRTimeline
Wharton Business Group, LLC46,395$3.07M0.1%013F-HRTimeline
SVB WEALTH LLC42,797$2.84M0.18%-2,87113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,751$2.37M<0.01%-14,94913F-HRTimelineGroup
Clark Capital Management Group, Inc.32,929$2.18M0.01%-10,39313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,012$2.12M<0.01%-16,82213F-HRTimelineGroup
MAI Capital Management31,119$2.06M0.01%+2,60613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,468$1.89M<0.01%-58113F-HRTimelineGroup
GTS SECURITIES LLC26,885$1.78M0.04%-6,16813F-HRTimeline
Compass Wealth Management LLC26,652$1.77M0.33%+2,49913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,231$1.74M<0.01%-19613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,917$1.45M<0.01%-18,73213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,972$1.32M<0.01%+39813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…18,863$1.25M<0.01%-30313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL16,556$1.1M<0.01%+5,60113F-HRTimeline
Arax Advisory Partners15,179$1.01M0.01%+14,13413F-HRTimeline
Avior Wealth Management, LLC12,070$800K0.02%-12,25413F-HRTimeline
SummitTX Capital, L.P.11,745$778K0.02%-3,83213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,507$763K<0.01%-9,77213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,416$757K<0.01%+1,18013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,822$717K<0.01%-1,11913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,917$591K<0.01%-3,12913F-HRTimelineGroup
HRT FINANCIAL LP8,348$553K<0.01%new13F-HRTimeline
CX Institutional8,217$545K0.02%+36013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,603$505K<0.01%+4013F-HRTimelineGroup
Fragasso Financial Advisors Inc6,699$444K0.02%+613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,253$414K<0.01%-17,05313F-HRTimelineGroup
Sigma Planning Corp6,088$403K0.01%-1513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,909$392K<0.01%+95213F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,731$380K<0.01%-17313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,619$372K<0.01%-50213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,497$364K<0.01%-3313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,939$327K0.01%new13F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,700$311K0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,245$281K<0.01%013F-HRTimeline
NewEdge Wealth, LLC4,033$267K<0.01%013F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,986$264K0.08%013F-HRTimeline
Farther Finance Advisors, LLC3,970$263K<0.01%+213F-HRTimeline
FMR LLCin group FMR LLC3,798$252K<0.01%+32113F-HRTimelineGroup
Lifeworks Advisors, LLC3,794$251K0.03%-70913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,757$249K<0.01%-7,84613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,753$249K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,401$225K<0.01%new13F-HR/ATimelineGroup
HighTower Advisors, LLC3,308$219K<0.01%new13F-HRTimeline
Belvedere Trading LLC3,303$219K0.02%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,271$217K<0.01%-1,11813F-HRTimelineGroup
Advantage Trust Co3,250$215K0.08%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,425$161K<0.01%-8013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,308$152K<0.01%+32313F-HRTimelineGroup
EP Wealth Advisors, LLC2,280$151K<0.01%-3,44513F-HRTimeline
Integrated Wealth Concepts LLC2,002$133K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,557$103K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,500$99.4K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,400$92.8K<0.01%013F-HRTimelineGroup
Institute for Wealth Management, LLC.1,297$86K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,190$78.9K<0.01%+47713F-HRTimelineGroup
Allworth Financial LP790$52.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO619$41.6K<0.01%013F-HRTimeline
Caitlin John, LLC500$33.1K0.02%new13F-HRTimeline
AE Wealth Management LLC452$29.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…450$29.8K<0.01%-26413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…400$26.5K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC344$22.8K<0.01%new13F-HRTimelineGroup
New Republic Capital, LLC338$22.4K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC326$21.6K<0.01%-2513F-HRTimeline
Qube Research & Technologies Ltd230$15.2K<0.01%+8013F-HRTimeline
Addison Advisors LLC188$12.5K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.180$11.9K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…179$11.9K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC150$9.94K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC125$8.28K<0.01%new13F-HRTimelineGroup
IFG Advisory, LLC121$8K<0.01%new13F-HRTimeline
IFP Advisors, Inc107$7.09K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC103$6.82K<0.01%13F-HRTimeline
First Bancorp, Inc /ME/100$6.63K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$6.63K<0.01%013F-HRTimeline
CoreCap Advisors, LLC41$2.72K<0.01%013F-HRTimeline
Front Row Advisors LLC18$1.26K<0.01%013F-HRTimeline
Signature Equity Partners, LLC19$1.26K<0.01%new13F-HRTimeline