Go Pro
→ Read now. Do not delete. You’ve been warned. (From Porter & Company) (Ad)tc pixel Free XPH Stock Alerts

SPDR S&P Pharmaceuticals ETF (XPH) Institutional Ownership

SPDR S&P Pharmaceuticals ETF logo
$70.05 +0.65 (+0.94%)
As of 07/9/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR S&P Pharmaceuticals ETF (NYSEARCA:XPH)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$70.31M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$34.02M
Get XPH Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Pharmaceuticals ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XPH Institutional Buying and Selling by Quarter

SPDR S&P Pharmaceuticals ETF Major Shareholders & Ownership History

Export
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%
5/13/2026First Citizens Bank & Trust Co.187,397$10.14M0.2%+0.7%3.047%
5/6/2026Independent 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%
4/30/2026Kestra Advisory Services LLC11,603$628K0.0%+329.7%0.189%
4/27/2026Turtle Creek Wealth Advisors LLC475$26K0.0%N/A0.008%
4/27/2026Private Advisor Group LLC55,777$3.02M0.0%N/A0.907%
4/22/2026Janney Montgomery Scott LLC4,245$230K0.0%-4.5%0.069%
4/17/2026SVB 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%
2/18/2026First 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%
2/13/2026Kestra 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%
2/6/2026Envestnet Portfolio Solutions Inc.175,309$9.82M0.0%+2.0%3.371%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
2/5/2026Stephens Inc. AR4,082$229K0.0%N/A0.079%
2/4/2026SVB 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%
1/29/2026NBC 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%
1/13/2026Team Financial Group LLC1,000$56K0.0%N/A0.024%
1/5/2026Park 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%
11/6/2025SVB Wealth LLC41,689$2.00M0.1%+1.7%1.127%
11/5/2025Envestnet Asset Management Inc.223,866$10.73M0.0%N/A6.050%
10/31/2025First Citizens Bank & Trust Co.181,429$8.70M0.2%+2.9%4.903%
10/30/2025Envestnet Portfolio Solutions Inc.171,930$8.24M0.0%+6.7%4.647%
10/23/2025Park 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%
8/14/2025SVB Wealth LLC41,012$1.66M0.1%+24.5%1.139%
8/13/2025Rockport 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%
7/30/2025First Citizens Bank & Trust Co.176,391$7.16M0.1%+37.3%4.900%
7/30/2025Advantage Trust Co3,250$132K0.1%+1,525.0%0.090%
7/25/2025Envestnet 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%
Trump’s secret China deal (Ad)

Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors? Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.tc pixel

Watch the full documentary and see which assets are positioned to benefit
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, 70 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 1,357,259 shares in the last 24 months. This purchase volume represents approximately $70.31M 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 701,181 shares in the last 24 months. This volume of shares sold represents approximately $34.02M in transactions.


Related Companies

This page (NYSEARCA:XPH) was last updated on 7/10/2026 by MarketBeat.com Staff.
From Our Partners
Sell Tesla, Buy the New King of FSD Cars
In 2023, Marc Chaikin's system flagged an automotive stock as bearish - and it fell 35% shortly after. Today, ...
Chaikin Analytics | Sponsoredtc pixel
Is the fix for AI's runaway power problem your golden ticket?
The government just committed $200 billion to building computer chips on American soil - one of the largest te...
Eagle Publishing | Sponsoredtc pixel
Move your money (NOT into the next AI IPO)
While headlines focus on AI IPOs, the world's largest investors are moving capital into one asset at the faste...
Stansberry Research | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
A strange thing happened on Feb. 18, 2025
One algorithm has a track record of identifying big winners on the market's quietest days - think 610% on Feb....
Weiss Ratings | Sponsoredtc pixel
Executive order could send gold to 6,000 per ounce
Executive Order 14330 will allow Americans to hold precious metals inside 401(k)s for the first time ever - an...
Cedar Gold Group | Sponsoredtc pixel
The President banned this company
The President banned one company's technology. The Secretary of Defense called it a national security threat. ...
Behind the Markets | Sponsoredtc pixel
Ray Dalio: Buy Gold. Get Paid.
Ray Dalio, founder of Bridgewater Associates, is urging investors to hold 15% of their portfolio in gold and c...
Investors Alley | Sponsoredtc pixel