SS SPDR S&P Pharma ETFXPHETF

13F holders, Q1 2026 (March 31)
83holders +5
16new positions
8sold out
2famous investors
$54.09avg. 13F price*

At the end of Q1 2026, 83 institutions reported holding SS SPDR S&P Pharma ETF (XPH) in their 13F filings, up 5 from Q4 2025. 16 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($43.9M), Cwm, LLC ($39.3M) and Wells Fargo & Company ($21.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Pharma ETF
Filed as
SPDR SERIES TRUST (Q1 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions16$22.8M
Exits8$6.0M

All 13F filers, Q4 2025 → Q1 2026: 2,156,710 shares bought and 374,196 shares sold, net +1,782,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 83 holders

Bank of America Corp. 0.00% Add +128.0% 811,939 $43.9M
Cwm, LLC 0.10% Add +363177.5% 726,555 $39.3M
Wells Fargo & Company 0.00% Add +95.1% 404,311 $21.9M
Kingsview Wealth Management, LLC 0.22% New 295,265 $16.0M
Morgan Stanley 0.00% Add +103.6% 287,588 $15.6M
Envestnet Asset Management Inc. 0.00% Add +9.9% 271,248 $14.7M
First Citizens Bank & Trust Co. 0.21% Add +0.8% 187,397 $10.1M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -2.2% 171,479 $9.3M
LPL Financial LLC 0.00% Reduce -29.6% 146,259 $7.9M
Truist Financial Corp. 0.01% Add +1273.6% 69,668 $3.8M
Cetera Investment Advisers 0.00% Reduce -29.2% 57,323 $3.1M
Private Advisor Group, LLC 0.01% New 55,777 $3.0M
Two Sigma Investments, LP 0.00% Add +290.0% 50,700 $2.7M
Citigroup Inc. 0.00% Reduce -68.2% 49,388 $2.7M
UBS Group AG 0.00% Add +2.0% 48,911 $2.6M
Susquehanna International Group, LLP 0.00% Add +127.2% 48,834 $2.6M
Wharton Business Group, LLC 0.09% No change 46,395 $2.5M
SVB Wealth LLC 0.16% Add +5.1% 45,668 $2.5M
Clark Capital Management Group, Inc. 0.01% Reduce -17.5% 43,322 $2.3M
Citadel Advisors 0.00% Reduce -42.3% 40,874 $2.2M
Royal Bank of Canada 0.00% Add +50.0% 40,649 $2.2M
GTS Securities LLC 0.06% Add +46.6% 33,053 $1.8M
Baird Financial Group, Inc. 0.00% Reduce -1.0% 29,049 $1.6M
MAI Capital Management 0.01% Reduce -4.2% 28,513 $1.5M
Goldman Sachs Group Inc. 0.00% Reduce -13.6% 26,427 $1.4M
Avior Wealth Management, LLC 0.04% New 24,324 $1.3M
Compass Wealth Management LLC 0.32% Add +36.4% 24,153 $1.3M
Jane Street Group, LLC 0.00% Reduce -9.3% 23,306 $1.3M
Stifel Financial Corp. 0.00% Add +3.8% 21,279 $1.2M
MML Investors Services, LLC 0.00% Reduce -40.1% 19,574 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -4.4% 19,166 $1.0M
SummitTX Capital, L.P. 0.03% New 15,577 $843K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -2.1% 14,133 $764K
Park Avenue Securities LLC 0.01% Add +0.3% 12,046 $652K
PNC Financial Services Group, Inc. 0.00% No change 11,941 $646K
Kestra Advisory Services, LLC 0.00% Add +329.7% 11,603 $628K
Blair William & Co. 0.00% Add +1187.3% 10,955 $593K
D. E. Shaw & Co. 0.00% New 10,236 $554K
CX Institutional 0.01% Add +2.8% 7,857 $425K
JPMorgan Chase & Co. 0.00% Reduce -0.7% 7,563 $388K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 6,693 $364K
Principal Securities, Inc. 0.00% Reduce -0.5% 6,121 $331K
Sigma Planning Corp 0.01% Add +2.7% 6,103 $330K
Beacon Pointe Advisors, LLC 0.00% New 5,904 $319K
EP Wealth Advisors, LLC 0.00% Add +0.4% 5,725 $310K
Raymond James Financial Inc. 0.00% Reduce -62.1% 5,530 $299K
Osaic Holdings, Inc. 0.00% Reduce -16.6% 4,957 $268K
Independent Financial Group, LLC 0.01% No change 4,700 $254K
Lifeworks Advisors, LLC 0.03% New 4,503 $244K
Focus Partners Wealth 0.00% Reduce -7.3% 4,389 $237K
Janney Montgomery Scott LLC 0.00% Reduce -4.5% 4,245 $230K
Evelyn Partners Investment Management (Europe) Ltd 0.08% No change 4,250 $230K
NewEdge Wealth, LLC 0.00% No change 4,033 $218K
Farther Finance Advisors, LLC 0.00% New 3,968 $217K
Vista Investment Management 0.07% No change 3,986 $216K
FMR LLC 0.00% Add +2.1% 3,477 $188K
National Bank of Canada 0.00% No change 2,505 $135K
Jones Financial Companies LLLP 0.00% Add +15.7% 1,985 $103K
Lanark Financial, Inc. 0.01% Add +0.1% 1,557 $84K
Bank of Montreal 0.00% No change 1,400 $76K
Heritage Wealth Advisors 0.00% New 1,115 $60K
Spire Wealth Management 0.00% New 1,107 $60K
Arax Advisory Partners 0.00% New 1,045 $57K
Team Financial Group, LLC 0.02% No change 1,000 $54K
Advisory Services Network, LLC 0.00% New 1,000 $54K
Allworth Financial LP 0.00% No change 790 $43K
Fifth Third Bancorp 0.00% New 714 $39K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -13.2% 713 $39K
Whittier Trust Co. 0.00% No change 619 $34K
Turtle Creek Wealth Advisors, LLC 0.00% New 475 $26K
AE Wealth Management LLC 0.00% No change 452 $24K
Federation des caisses Desjardins du Quebec 0.00% No change 400 $22K
Ashton Thomas Private Wealth, LLC 0.00% New 351 $19K
Addison Advisors LLC 0.00% No change 188 $10K
Steward Partners Investment Advisory, LLC 0.00% No change 179 $10K
Medallion Wealth Advisors, LLC 0.00% No change 150 $8K
Qube Research & Technologies Ltd 0.00% Add +2400.0% 150 $8K
Pension & Wealth Management Advisors, Inc. 0.00% No change 100 $5K
O'shaughnessy Asset Management, LLC 0.00% Add +6.2% 69 $4K
CoreCap Advisors, LLC 0.00% No change 41 $2K
Jackson Hole Capital Partners, LLC 0.00% No change 35 $2K
Front Row Advisors LLC 0.00% No change 18 $978
Tower Research Capital LLC (TRC) 0.00% New 14 $757

"% 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.