SS SPDR S&P Pharma ETFXPHETF

13F holders, Q2 2026 (June 30)
92holders +9
19new positions
8sold out
1famous investor
$67.75avg. 13F price*

At the end of Q2 2026, 92 institutions reported holding SS SPDR S&P Pharma ETF (XPH) in their 13F filings, up 9 from Q1 2026. 19 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($67.3M), Wells Fargo & Company ($25.7M) and Kingsview Wealth Management, LLC ($20.9M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Pharma ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78464A722
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 72Q1 2024Q2 2024: 71Q2 2024Q3 2024: 71Q3 2024Q4 2024: 73Q4 2024Q1 2025: 70Q1 2025Q2 2025: 65Q2 2025Q3 2025: 69Q3 2025Q4 2025: 78Q4 2025Q1 2026: 83Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions19$6.8M
Exits8$2.5M

All 13F filers, Q1 2026 → Q2 2026: 492,037 shares bought and 252,726 shares sold, net +239,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 92 holders

Bank of America Corp. 0.00% Add +25.1% 1,015,894 $67.3M
Wells Fargo & Company 0.00% Reduce -4.2% 387,368 $25.7M
Kingsview Wealth Management, LLC 0.25% Add +6.7% 314,894 $20.9M
Morgan Stanley 0.00% Add +9.3% 314,226 $20.8M
Envestnet Asset Management Inc. 0.00% Reduce -18.2% 221,822 $14.7M
First Citizens Bank & Trust Co. 0.19% Add +4.4% 195,701 $13.0M
Envestnet Portfolio Solutions, Inc. 0.06% Add +5.3% 180,521 $12.0M
LPL Financial LLC 0.00% Add +15.2% 168,419 $11.2M
Evelyn Partners Group Ltd 0.18% — 71,806 $10.5M
Citigroup Inc. 0.00% Add +110.8% 104,114 $6.9M
Truist Financial Corp. 0.01% Add +1.4% 70,678 $4.7M
Measured Wealth Private Client Group, LLC 1.09% New 68,306 $4.5M
Private Advisor Group, LLC 0.02% Add +14.2% 63,697 $4.2M
UBS Group AG 0.00% Add +13.2% 55,346 $3.7M
Cetera Investment Advisers 0.00% Reduce -14.5% 49,004 $3.2M
Wharton Business Group, LLC 0.10% No change 46,395 $3.1M
SVB Wealth LLC 0.18% Reduce -6.3% 42,797 $2.8M
Two Sigma Investments, LP 0.00% Reduce -29.5% 35,751 $2.4M
Clark Capital Management Group, Inc. 0.01% Reduce -24.0% 32,929 $2.2M
Susquehanna International Group, LLP 0.00% Reduce -34.5% 32,012 $2.1M
MAI Capital Management 0.01% Add +9.1% 31,119 $2.1M
Baird Financial Group, Inc. 0.00% Reduce -2.0% 28,468 $1.9M
GTS Securities LLC 0.04% Reduce -18.7% 26,885 $1.8M
Compass Wealth Management LLC 0.33% Add +10.3% 26,652 $1.8M
Goldman Sachs Group Inc. 0.00% Reduce -0.7% 26,231 $1.7M
Royal Bank of Canada 0.00% Reduce -46.1% 21,917 $1.5M
MML Investors Services, LLC 0.00% Add +2.0% 19,972 $1.3M
Rockefeller Capital Management L.P. 0.00% Reduce -1.6% 18,863 $1.3M
Blair William & Co. 0.00% Add +51.1% 16,556 $1.1M
Arax Advisory Partners 0.01% Add +1352.5% 15,179 $1.0M
Avior Wealth Management, LLC 0.02% Reduce -50.4% 12,070 $800K
SummitTX Capital, L.P. 0.02% Reduce -24.6% 11,745 $778K
Stifel Financial Corp. 0.00% Reduce -45.9% 11,507 $763K
D. E. Shaw & Co. 0.00% Add +11.5% 11,416 $757K
PNC Financial Services Group, Inc. 0.00% Reduce -9.4% 10,822 $717K
Park Avenue Securities LLC 0.00% Reduce -26.0% 8,917 $591K
HRT Financial LP 0.00% New 8,348 $553K
CX Institutional 0.02% Add +4.6% 8,217 $545K
JPMorgan Chase & Co. 0.00% Add +0.5% 7,603 $505K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 6,699 $444K
Jane Street Group, LLC 0.00% Reduce -73.2% 6,253 $414K
Sigma Planning Corp 0.01% Reduce -0.3% 6,088 $403K
Osaic Holdings, Inc. 0.00% Add +19.2% 5,909 $392K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.9% 5,731 $380K
Principal Securities, Inc. 0.00% Reduce -8.2% 5,619 $372K
Raymond James Financial Inc. 0.00% Reduce -0.6% 5,497 $364K
Ameritas Advisory Services, LLC 0.01% New 4,939 $327K
Independent Financial Group, LLC 0.01% No change 4,700 $311K
Janney Montgomery Scott LLC 0.00% No change 4,245 $281K
NewEdge Wealth, LLC 0.00% No change 4,033 $267K
Vista Investment Management 0.08% No change 3,986 $264K
Farther Finance Advisors, LLC 0.00% Add +0.1% 3,970 $263K
FMR LLC 0.00% Add +9.2% 3,798 $252K
Lifeworks Advisors, LLC 0.03% Reduce -15.8% 3,794 $251K
Kestra Advisory Services, LLC 0.00% Reduce -67.6% 3,757 $249K
Commonwealth Equity Services, LLC 0.00% New 3,753 $249K
Corient Private Wealth LP 0.00% New 3,401 $225K
HighTower Advisors, LLC 0.00% New 3,308 $219K
Belvedere Trading LLC 0.02% New 3,303 $219K
Focus Partners Wealth 0.00% Reduce -25.5% 3,271 $217K
Advantage Trust Co 0.08% New 3,250 $215K
National Bank of Canada 0.00% Reduce -3.2% 2,425 $161K
Jones Financial Companies LLLP 0.00% Add +16.3% 2,308 $152K
EP Wealth Advisors, LLC 0.00% Reduce -60.2% 2,280 $151K
Lanark Financial, Inc. 0.01% No change 1,557 $103K
BlackRock, Inc. 0.00% New 1,500 $99K
Bank of Montreal 0.00% No change 1,400 $93K
Institute for Wealth Management, LLC. 0.01% New 1,297 $86K
Northwestern Mutual Wealth Management Co. 0.00% Add +66.9% 1,190 $79K
Allworth Financial LP 0.00% No change 790 $52K
Whittier Trust Co. 0.00% No change 619 $42K
Caitlin John, LLC 0.02% New 500 $33K
AE Wealth Management LLC 0.00% No change 452 $30K
Fifth Third Bancorp 0.00% Reduce -37.0% 450 $30K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $27K
Barclays PLC 0.00% New 344 $23K
New Republic Capital, LLC 0.01% New 338 $22K
Ashton Thomas Private Wealth, LLC 0.00% Reduce -7.1% 326 $22K
Qube Research & Technologies Ltd 0.00% Add +53.3% 230 $15K
Addison Advisors LLC 0.01% No change 188 $12K
Cape Investment Advisory, Inc. 0.00% New 180 $12K
Steward Partners Investment Advisory, LLC 0.00% No change 179 $12K
Medallion Wealth Advisors, LLC 0.00% No change 150 $10K
Assetmark, Inc. 0.00% New 125 $8K
IFG Advisory, LLC 0.00% New 121 $8K
IFP Advisors, Inc 0.00% New 107 $7K
Global Retirement Partners, LLC 0.00% — 103 $7K
First Bancorp, Inc 0.00% New 100 $7K
Pension & Wealth Management Advisors, Inc. 0.00% No change 100 $7K
CoreCap Advisors, LLC 0.00% No change 41 $3K
Front Row Advisors LLC 0.00% No change 18 $1K
Signature Equity Partners, LLC 0.00% New 19 $1K

"% of holder's portfolio" is XPH's weight in each manager's 13F, not the share of SS SPDR S&P Pharma ETF the manager owns.