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Disclosery

XPH SPDR SERIES TRUST

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ST STR SP PHARMA (fund)

82 managers (83 13F filers) reported a position in XPH shares at 2026-03-31, 4,347,061 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
82
13F filers
83
New
16
Added
27
Reduced
20
Sold out
8
Shares held by filers
4,347,061

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/811,939$43.9M<0.01%+455,80213F-HRTimelineGroup
CWM, LLCin group CWM, LLC726,555$39.3M0.1%+726,35513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding442,727$23.9M+20,513Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN404,311$21.9M<0.01%+197,08213F-HR/ATimelineGroup
Kingsview Wealth Management, LLC295,265$16M0.22%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY287,588$15.6M<0.01%+146,35713F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO187,397$10.1M0.21%+1,39313F-HRTimeline
LPL Financial LLC146,259$7.91M<0.01%-61,39013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP69,668$3.77M0.01%+64,59613F-HRTimelineGroup
Cetera Investment Advisers57,323$3.1M<0.01%-23,65513F-HRTimeline
Private Advisor Group, LLC55,777$3.02M0.01%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP50,700$2.74M<0.01%+37,70013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC49,388$2.67M<0.01%-106,07713F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,911$2.65M<0.01%+95013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,834$2.64M<0.01%+27,33713F-HRTimelineGroup
Wharton Business Group, LLC46,395$2.51M0.09%013F-HRTimeline
SVB WEALTH LLC45,668$2.47M0.16%+2,21813F-HRTimeline
Clark Capital Management Group, Inc.43,322$2.34M0.01%-9,16113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,874$2.21M<0.01%-29,99013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA40,649$2.2M<0.01%+13,55113F-HRTimelineGroup
GTS SECURITIES LLC33,053$1.79M0.06%+10,50413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.29,049$1.57M<0.01%-28913F-HRTimelineGroup
MAI Capital Management28,513$1.54M0.01%-1,23513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,427$1.43M<0.01%-4,17313F-HRTimelineGroup
Avior Wealth Management, LLC24,324$1.32M0.04%new13F-HRTimeline
Compass Wealth Management LLC24,153$1.31M0.32%+6,44613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,306$1.26M<0.01%-2,38113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,279$1.15M<0.01%+77013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,574$1.06M<0.01%-13,10813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,166$1.04M<0.01%-87713F-HRTimelineGroup
SummitTX Capital, L.P.15,577$843K0.03%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,133$764K0.02%-29913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,046$652K0.01%+3213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,941$646K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,603$628K<0.01%+8,90313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL10,955$593K<0.01%+10,10413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.10,236$554K<0.01%new13F-HRTimelineGroup
CX Institutional7,857$425K0.01%+21113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,563$388K<0.01%-5013F-HR/ATimelineGroup
Fragasso Financial Advisors Inc6,693$364K0.02%+713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,121$331K<0.01%-3013F-HRTimelineGroup
Sigma Planning Corp6,103$330K0.01%+15813F-HRTimeline
Beacon Pointe Advisors, LLC5,904$319K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC5,725$310K<0.01%+2513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,530$299K<0.01%-9,08213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,957$268K<0.01%-98613F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC4,700$254K0.01%013F-HR/ATimeline
Lifeworks Advisors, LLC4,503$244K0.03%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,389$237K<0.01%-34513F-HRTimelineGroup
Janney Montgomery Scott LLC4,245$230K<0.01%-20013F-HRTimeline
Evelyn Partners Investment Management (…4,250$230K0.08%013F-HRTimeline
NewEdge Wealth, LLC4,033$218K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC3,968$217K<0.01%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT3,986$216K0.07%013F-HRTimeline
FMR LLCin group FMR LLC3,477$188K<0.01%+7213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,505$135K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,985$103K<0.01%+27013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,557$84.2K0.01%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,400$75.7K<0.01%013F-HRTimelineGroup
Heritage Wealth Advisors1,115$60.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,107$59.9K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners1,045$56.5K<0.01%new13F-HRTimeline
Advisory Services Network, LLC1,000$54.1K<0.01%new13F-HRTimeline
Team Financial Group, LLC1,000$54.1K0.02%013F-HRTimeline
Allworth Financial LP790$42.7K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…714$38.6K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…713$38.6K<0.01%-10813F-HRTimelineGroup
WHITTIER TRUST CO619$33.6K<0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC475$25.7K<0.01%new13F-HRTimeline
AE Wealth Management LLC452$24.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…400$21.6K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC351$19K<0.01%new13F-HRTimeline
Addison Advisors LLC188$10.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…179$9.68K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd150$8.11K<0.01%+14413F-HRTimeline
Medallion Wealth Advisors, LLC150$8.11K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…100$5.41K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC69$3.73K<0.01%+413F-HRTimeline
CoreCap Advisors, LLC41$2.22K<0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC35$1.89K<0.01%013F-HRTimeline
Front Row Advisors LLC18$978<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14$757<0.01%new13F-HRTimelineGroup