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SPDR S&P Pharmaceuticals ETF (XPH) Institutional Ownership

SPDR S&P Pharmaceuticals ETF logo
$68.06 -1.68 (-2.41%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Pharmaceuticals ETF (NYSEARCA:XPH)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$66.31M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$34.00M
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XPH Institutional Buying and Selling by Quarter

SPDR S&P Pharmaceuticals ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Avior Wealth Management LLC12,070$800K0.0%-50.4%0.187%
5/19/2026Western Wealth Management LLC636$34K0.0%N/A0.010%
5/19/2026Bank of America Corp DE811,939$43.92M0.0%+128.0%13.202%
5/18/2026Royal Bank of Canada40,649$2.20M0.0%+50.0%0.661%
5/16/2026SummitTX Capital L.P.15,577$843K0.0%N/A0.253%
5/13/2026Cetera Investment Advisers57,323$3.10M0.0%-29.2%0.932%
5/13/2026 First Citizens Bank & Trust Co.187,397$10.14M0.2%+0.7%3.047%
5/6/2026 Independent Financial Group LLC4,700$254K0.0%N/A0.076%
5/4/2026Lifeworks Advisors LLC4,503$244K0.0%N/A0.073%
5/1/2026Fifth Third Bancorp714$39K0.0%N/A0.012%
4/30/2026 Kestra Advisory Services LLC11,603$628K0.0%+329.7%0.189%
4/27/2026 Turtle Creek Wealth Advisors LLC475$26K0.0%N/A0.008%
4/27/2026 Private Advisor Group LLC55,777$3.02M0.0%N/A0.907%
4/22/2026Janney Montgomery Scott LLC4,245$230K0.0%-4.5%0.069%
4/17/2026 SVB Wealth LLC45,668$2.47M0.2%+5.1%0.749%
3/17/2026Rockefeller Capital Management L.P.20,043$1.12M0.0%+3.2%0.385%
2/18/2026 First Citizens Bank & Trust Co.186,004$10.42M0.2%+2.5%3.577%
2/18/2026EP Wealth Advisors LLC5,700$319K0.0%N/A0.110%
2/18/2026Vista Investment Management3,986$223K0.1%N/A0.077%
2/17/2026Cetera Investment Advisers80,978$4.54M0.0%+16.9%1.557%
2/17/2026Osaic Holdings Inc.5,943$333K0.0%-57.2%0.114%
2/17/2026Clark Capital Management Group Inc.52,483$2.94M0.0%+11.9%1.009%
2/17/2026Royal Bank of Canada27,098$1.52M0.0%+1.8%0.521%
2/16/2026MML Investors Services LLC32,682$1.83M0.0%+25.3%0.629%
2/16/2026Evelyn Partners Investment Management Europe Ltd4,250$238K0.1%-8.1%0.082%
2/13/2026 Kestra Advisory Services LLC2,700$151K0.0%N/A0.052%
2/13/2026Stifel Financial Corp20,509$1.15M0.0%N/A0.394%
2/13/2026Wells Fargo & Company MN207,229$11.61M0.0%+175.6%3.985%
2/12/2026Jane Street Group LLC25,687$1.44M0.0%N/A0.494%
2/12/2026Orion Porfolio Solutions LLC4,350$244K0.0%N/A0.084%
2/12/2026Bank of Montreal Can1,400$78K0.0%-41.7%0.027%
2/12/2026Principal Securities Inc.6,151$345K0.0%+18.1%0.118%
2/11/2026Compass Wealth Management LLC17,707$992K0.2%N/A0.341%
2/11/2026LPL Financial LLC207,649$11.63M0.0%+13.2%3.993%
2/11/2026Wharton Business Group LLC46,395$2.60M0.1%-9.0%0.892%
2/10/2026Goldman Sachs Group Inc.30,600$1.71M0.0%-72.5%0.588%
2/10/2026Florida Financial Advisors LLC4,350$244K0.1%N/A0.084%
2/10/2026BNP Paribas Financial Markets89,500$5.01M0.0%+123.8%1.721%
2/6/2026PNC Financial Services Group Inc.11,941$669K0.0%-35.2%0.230%
2/6/2026 Envestnet Portfolio Solutions Inc.175,309$9.82M0.0%+2.0%3.371%
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2/5/2026 Stephens Inc. AR4,082$229K0.0%N/A0.079%
2/4/2026 SVB Wealth LLC43,450$2.43M0.1%+4.2%0.852%
2/3/2026NewEdge Wealth LLC4,033$226K0.0%-63.6%0.079%
1/29/2026UBS Group AG47,961$2.69M0.0%+33.2%1.020%
1/29/2026 NBC Securities Inc.1,556$87K0.0%-12.2%0.033%
1/23/2026U.S. Capital Wealth Advisors LLC14,432$808K0.0%-2.0%0.348%
1/13/2026 Team Financial Group LLC1,000$56K0.0%N/A0.024%
1/5/2026 Park Avenue Securities LLC12,014$673K0.0%+18.8%0.297%
1/1/2026JPMorgan Chase & Co.58,699$2.81M0.0%+2.5%1.586%
11/18/2025Advisory Services Network LLC700$34K0.0%N/A0.019%
11/17/2025Citadel Advisors LLC5,738$275K0.0%-84.7%0.155%
11/17/2025Clark Capital Management Group Inc.46,902$2.25M0.0%N/A1.268%
11/17/2025Bank of America Corp DE360,084$17.26M0.0%-45.5%9.732%
11/14/2025Raymond James Financial Inc.16,333$783K0.0%+26.3%0.441%
11/13/2025UBS Group AG36,013$1.73M0.0%+16.0%0.973%
11/10/2025MAI Capital Management30,288$1.45M0.0%-16.1%0.819%
11/10/2025Citigroup Inc.150,234$7.20M0.0%-40.0%4.060%
11/10/2025Wharton Business Group LLC51,010$2.45M0.1%-4.0%1.379%
11/7/2025NewEdge Wealth LLC11,078$539K0.0%-6.5%0.299%
11/7/2025JPMorgan Chase & Co.58,699$2.81M0.0%+2.5%1.586%
11/7/2025PNC Financial Services Group Inc.18,421$883K0.0%-2.1%0.498%
11/6/2025 SVB Wealth LLC41,689$2.00M0.1%+1.7%1.127%
11/5/2025Envestnet Asset Management Inc.223,866$10.73M0.0%N/A6.050%
10/31/2025 First Citizens Bank & Trust Co.181,429$8.70M0.2%+2.9%4.903%
10/30/2025 Envestnet Portfolio Solutions Inc.171,930$8.24M0.0%+6.7%4.647%
10/23/2025 Park Avenue Securities LLC10,111$485K0.0%N/A0.270%
10/9/2025U.S. Capital Wealth Advisors LLC14,730$706K0.0%+2.6%0.415%
9/26/2025Corient Private Wealth LLC7,250$294K0.0%N/A0.201%
8/15/2025Corient Private Wealth LLC7,250$294K0.0%N/A0.201%
8/15/2025EP Wealth Advisors LLC6,840$278K0.0%N/A0.190%
8/15/2025BNP Paribas Financial Markets40,000$1.62M0.0%-3.3%1.111%
8/15/2025Bank of America Corp DE660,768$26.81M0.0%-5.6%18.355%
8/14/2025Raymond James Financial Inc.12,928$525K0.0%-42.2%0.359%
8/14/2025 SVB Wealth LLC41,012$1.66M0.1%+24.5%1.139%
8/13/2025 Rockport Wealth LLC5,000$203K0.0%N/A0.139%
8/12/2025MAI Capital Management36,085$1.46M0.0%-3.7%1.002%
8/12/2025JPMorgan Chase & Co.57,258$2.32M0.0%+9.4%1.591%
8/8/2025Rockefeller Capital Management L.P.20,395$828K0.0%-64.4%0.567%
8/8/2025Kingsview Wealth Management LLC237,014$9.62M0.2%-9.1%6.584%
8/8/2025PNC Financial Services Group Inc.18,821$764K0.0%-10.7%0.523%
7/30/2025 First Citizens Bank & Trust Co.176,391$7.16M0.1%+37.3%4.900%
7/30/2025 Advantage Trust Co3,250$132K0.1%+1,525.0%0.090%
7/25/2025 Envestnet Portfolio Solutions Inc.161,088$6.54M0.0%+42.0%4.475%
7/14/2025U.S. Capital Wealth Advisors LLC14,352$582K0.0%-2.4%0.393%
6/27/2025Goldman Sachs Group Inc.119,929$5.25M0.0%+96.9%3.286%
5/19/2025Jane Street Group LLC7,023$308K0.0%N/A0.204%
5/16/2025Goldman Sachs Group Inc.119,929$5.25M0.0%+96.9%3.476%
5/16/2025Jones Financial Companies Lllp247,625$10.85M0.0%+24,837.1%7.178%
5/15/2025Royal Bank of Canada27,378$1.20M0.0%-46.4%0.794%
5/14/2025SVB Wealth LLC32,933$1.44M0.1%+429.6%0.955%
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5/12/2025Simplex Trading LLC627$27K0.0%N/A0.018%
5/12/2025Citigroup Inc.250,869$10.99M0.0%+25,086,800.0%7.272%
5/9/2025Wharton Business Group LLC48,205$2.11M0.1%+9.9%1.339%
5/9/2025Blair William & Co. IL686$30K0.0%N/A0.019%
5/9/2025PNC Financial Services Group Inc.21,086$924K0.0%-4.2%0.586%
5/7/2025LPL Financial LLC110,201$4.83M0.0%-14.2%3.061%
5/6/2025Cetera Investment Advisers6,629$290K0.0%-13.1%0.184%
5/2/2025Kingsview Wealth Management LLC260,643$11.42M0.2%-1.6%7.240%
5/2/2025Sigma Planning Corp5,894$258K0.0%+14.5%0.164%
4/29/2025U.S. Capital Wealth Advisors LLC14,702$644K0.0%-25.4%0.408%


XPH Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of SPDR S&P Pharmaceuticals ETF. The most heavily invested institutionals were Bank of America Corp DE ($43.92M), Clal Insurance Enterprises Holdings Ltd ($35.49M), LPL Financial LLC ($11.63M), Wells Fargo & Company MN ($11.61M), Jones Financial Companies Lllp ($10.85M), Envestnet Asset Management Inc. ($10.73M), and First Citizens Bank & Trust Co. ($10.14M).Learn more on SPDR S&P Pharmaceuticals ETF's institutional investors.

Of the 58 institutional investors that purchased SPDR S&P Pharmaceuticals ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($455.80K), Kingsview Wealth Management LLC ($264.89K), Citigroup Inc. ($250.87K), Jones Financial Companies Lllp ($247.22K), Envestnet Asset Management Inc. ($223.87K), BNP Paribas Financial Markets ($150.50K), and Wells Fargo & Company MN ($149.27K).

Institutional investors have bought a total of 1,258,698 shares in the last 24 months. This purchase volume represents approximately $66.31M in transactions.

Of the 20 institutional investors that sold SPDR S&P Pharmaceuticals ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($340.09K), Citigroup Inc. ($100.12K), Goldman Sachs Group Inc. ($80.69K), Rockefeller Capital Management L.P. ($36.95K), Citadel Advisors LLC ($31.79K), Cetera Investment Advisers ($23.66K), and Kingsview Wealth Management LLC ($23.63K).

Institutional investors have sold a total of 700,831 shares in the last 24 months. This volume of shares sold represents approximately $34.00M in transactions.


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This page (NYSEARCA:XPH) was last updated on 7/31/2026 by MarketBeat.com Staff.
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