SPDR S&P Pharmaceuticals ETF (XPH) Institutional Ownership

$39.09
-0.41 (-1.04%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$68.10M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$18.35M
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XPH Institutional Buying and Selling by Quarter

SPDR S&P Pharmaceuticals ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/22/2024PNC Financial Services Group Inc.27,694$1.15M0.0%-29.2%0.528%
2/9/2024Wells Fargo & Company MN161,697$6.73M0.0%+87.5%3.080%
2/9/2024PNC Financial Services Group Inc.27,694$1.15M0.0%-29.2%0.528%
2/8/2024Kingsview Wealth Management LLC28,151$1.17M0.0%+60.7%0.536%
2/7/2024Envestnet Portfolio Solutions Inc.46,489$1.94M0.0%-4.7%0.886%
2/7/2024BNP Paribas Financial Markets56,658$2.36M0.0%+1,011.6%1.079%
2/7/2024Wharton Business Group LLC43,845$1.83M0.1%+1.8%0.835%
2/7/2024Principal Securities Inc.605$25K0.0%N/A0.012%
2/7/2024Advantage Trust Co4,170$174K0.1%N/A0.079%
2/6/2024National Bank of Canada FI2,800$117K0.0%-15.2%0.053%
2/6/2024U.S. Capital Wealth Advisors LLC11,900$495K0.0%N/A0.227%
2/2/2024Simplex Trading LLC910$37K0.0%N/A0.017%
2/2/2024VCI Wealth Management LLC12,365$515K0.3%N/A0.236%
1/30/2024Flputnam Investment Management Co.7,862$327K0.0%N/A0.150%
1/22/2024 First Citizens Bank & Trust Co.51,792$2.16M0.0%-11.4%0.987%
1/16/2024 Raymond James & Associates6,183$257K0.0%-50.8%0.118%
1/8/2024 Fragasso Group Inc.7,002$291K0.0%-13.3%0.133%
11/13/2023LPL Financial LLC124,782$4.96M0.0%+26.4%2.377%
11/13/2023Envestnet Portfolio Solutions Inc.48,762$1.94M0.0%N/A0.929%
11/13/2023PNC Financial Services Group Inc.39,121$1.56M0.0%-4.0%0.745%
11/8/2023Janney Montgomery Scott LLC5,835$232K0.0%+9.4%0.111%
11/7/2023Kingsview Wealth Management LLC17,521$696K0.0%N/A0.334%
11/6/2023Ieq Capital LLC13,828$550K0.0%N/A0.263%
11/6/2023Clal Insurance Enterprises Holdings Ltd900,000$35.78M0.5%-30.8%17.143%
11/4/2023 NBC Securities Inc.2,343$93K0.0%N/A0.045%
11/1/2023Nwam LLC5,564$221K0.0%-31.5%0.106%
10/30/2023 First Citizens Bank & Trust Co.58,439$2.32M0.0%+1.3%1.113%
10/24/2023 Raymond James & Associates12,576$500K0.0%+29.5%0.240%
10/23/2023Commonwealth Equity Services LLC5,904$235K0.0%-10.5%0.112%
10/11/2023AE Wealth Management LLC12,258$487K0.0%+2.4%0.233%
8/11/2023PNC Financial Services Group Inc.40,747$1.67M0.0%-6.4%0.776%
8/10/2023Nwam LLC8,121$333K0.0%N/A0.155%
8/7/2023Clal Insurance Enterprises Holdings Ltd1,300,000$53.29M0.6%N/A24.762%
8/4/2023Envestnet Asset Management Inc.49,963$2.05M0.0%+34.3%0.952%
8/2/2023MAI Capital Management48,432$1.99M0.0%-1.1%0.923%
8/2/2023Bank of Montreal Can16,917$708K0.0%N/A0.322%
7/31/2023LPL Financial LLC98,751$4.05M0.0%+3.5%1.717%
7/25/2023 Raymond James & Associates9,713$398K0.0%+32.7%0.169%
7/10/2023AE Wealth Management LLC11,966$490K0.0%-32.2%0.208%
5/11/2023 First Citizens Bank & Trust Co.44,103$1.81M0.0%+22.7%0.959%
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5/10/2023MAI Capital Management48,969$2.01M0.0%-1.6%1.065%
5/10/2023LPL Financial LLC95,426$3.91M0.0%-4.1%2.074%
5/9/2023Lionsbridge Wealth Management LLC36,244$1.49M1.4%-2.5%0.788%
5/4/2023 CX Institutional19,500$805K0.0%N/A0.424%
4/14/2023AE Wealth Management LLC17,658$724K0.0%+6.4%0.368%
4/14/2023 Raymond James & Associates7,319$300K0.0%+4.0%0.152%
4/13/2023 Fragasso Group Inc.7,916$325K0.0%+21.8%0.165%
4/12/2023National Bank of Canada FI3,520$144K0.0%-13.1%0.073%
2/15/2023Flaharty Asset Management LLC5,110$209K0.0%N/A0.105%
2/10/2023Ameritas Advisory Services LLC11,282$462K0.0%-11.9%0.233%
2/10/2023PNC Financial Services Group Inc.45,155$1.85M0.0%-15.9%0.931%
2/9/2023MAI Capital Management49,741$2.04M0.0%-0.8%1.026%
2/9/2023HighTower Advisors LLC35,641$1.46M0.0%N/A0.735%
2/8/2023UBS Group AG522,982$21.42M0.0%+29.8%10.783%
2/8/2023Nwam LLC11,962$490K0.0%+2.9%0.247%
2/7/2023Commonwealth Equity Services LLC5,307$217K0.0%-6.4%0.109%
2/7/2023LPL Financial LLC99,464$4.07M0.0%-15.4%2.051%
2/7/2023Envestnet Asset Management Inc.29,989$1.23M0.0%+1.5%0.618%
2/7/2023Lionsbridge Wealth Management LLC37,187$1.52M1.5%+37.9%0.767%
2/3/2023U.S. Capital Wealth Advisors LLC1,100$45K0.0%N/A0.023%
2/1/2023Bank of Montreal Can17,342$720K0.0%-25.6%0.358%
1/31/2023AE Wealth Management LLC16,603$680K0.0%-38.2%0.342%
1/24/2023 First Citizens Bank & Trust Co.35,930$1.47M0.0%+1.9%0.733%
1/24/2023 Fragasso Group Inc.6,500$266K0.0%N/A0.133%
1/20/2023Alta Wealth Advisors LLC7,070$290K0.2%N/A0.144%
11/15/2022Flow Traders U.S. LLC17,895$719K0.0%N/A0.351%
11/14/2022Ameritas Advisory Services LLC12,810$514K0.0%-2.4%0.251%
11/14/2022MML Investors Services LLC19,963$802K0.0%+49.7%0.391%
11/10/2022Tower Research Capital LLC TRC7,134$286K0.0%-36.4%0.140%
11/10/2022UBS Group AG402,897$16.18M0.0%-7.6%7.900%
11/7/2022Evoke Wealth LLC3,200$129K0.0%+33.3%0.063%
11/4/2022 CX Institutional78,878$3.17M0.2%+40,982.3%1.547%
10/27/2022 CWM LLC1,845$74K0.0%N/A0.036%
10/25/2022 Raymond James & Associates5,517$222K0.0%N/A0.108%
10/25/2022AE Wealth Management LLC26,881$1.08M0.0%+64.4%0.527%
10/25/2022 Raymond James Financial Services Advisors Inc.337,014$13.54M0.0%+5,750.9%6.608%
10/20/2022 First Citizens Bank & Trust Co.35,268$1.42M0.0%-24.4%0.685%
10/13/2022National Bank of Canada FI4,100$163K0.0%-15.5%0.080%
8/11/2022CoreCap Advisors LLC585$25K0.0%N/A0.011%
8/11/2022UBS Group AG436,249$18.32M0.0%+1,300.0%8.310%
8/8/2022Integrated Wealth Concepts LLC12,159$511K0.0%+12.0%0.232%
8/3/2022Envestnet Asset Management Inc.132,397$5.56M0.0%+209.0%2.522%
8/3/2022Janney Montgomery Scott LLC5,390$228K0.0%-10.6%0.101%
7/28/2022National Bank of Canada FI4,850$204K0.0%-10.2%0.092%
7/26/2022 First Citizens Bank & Trust Co.46,670$1.96M0.1%-3.4%0.872%
7/19/2022MAI Capital Management51,331$2.16M0.0%-1.8%0.997%
5/18/2022Wharton Business Group LLC50,210$2.27M0.1%+15.6%1.116%
5/16/2022Lionsbridge Wealth Management LLC28,511$1.29M1.5%-3.6%0.641%
5/16/2022J. Goldman & Co LP6,557$297K0.0%N/A0.147%
5/16/2022Fullerton Fund Management Co Ltd.48,627$2.20M0.1%N/A1.093%
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5/12/2022Integrated Wealth Concepts LLC10,856$491K0.0%+31.8%0.244%
5/12/2022PNC Financial Services Group Inc.54,049$2.45M0.0%+6.7%1.215%
5/10/2022MAI Capital Management52,287$2.37M0.0%-0.6%1.175%
5/5/2022National Bank of Canada FI5,400$244K0.0%-30.6%0.120%
5/4/2022Ameritas Advisory Services LLC14,598$661K0.0%+9.8%0.324%
5/4/2022Janney Montgomery Scott LLC6,032$273K0.0%-12.4%0.134%
5/4/2022Commonwealth Equity Services LLC4,641$210K0.0%-67.3%0.103%
5/4/2022Envestnet Asset Management Inc.42,844$1.94M0.0%+1.6%0.952%
4/26/2022 First Citizens Bank & Trust Co.48,330$2.19M0.1%+2.0%1.074%
4/18/2022AE Wealth Management LLC16,476$746K0.0%N/A0.366%
(Data available from 1/1/2016 forward)

XPH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XPH shares?

During the previous two years, 44 institutional investors and hedge funds held shares of SPDR S&P Pharmaceuticals ETF. The most heavily invested institutionals were Clal Insurance Enterprises Holdings Ltd ($35.78M), UBS Group AG ($21.42M), Raymond James Financial Services Advisors Inc. ($13.54M), Wells Fargo & Company MN ($6.73M), LPL Financial LLC ($4.96M), BNP Paribas Financial Markets ($2.36M), and Fullerton Fund Management Co Ltd. ($2.20M).Learn more on XPH's institutional investors.

Which institutional investors have been buying SPDR S&P Pharmaceuticals ETF stock?

Of the 40 institutional investors that purchased SPDR S&P Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($1.30M), UBS Group AG ($525.17K), Raymond James Financial Services Advisors Inc. ($331.25K), Envestnet Asset Management Inc. ($103.43K), CX Institutional ($98.19K), Wells Fargo & Company MN ($75.47K), and BNP Paribas Financial Markets ($51.56K).

How much institutional buying is happening at SPDR S&P Pharmaceuticals ETF?

Institutional investors have bought a total of 2,870,843 shares in the last 24 months. This purchase volume represents approximately $118.14M in transactions.

Which SPDR S&P Pharmaceuticals ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold SPDR S&P Pharmaceuticals ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clal Insurance Enterprises Holdings Ltd ($400K), PNC Financial Services Group Inc. ($35.82K), UBS Group AG ($33.35K), LPL Financial LLC ($22.18K), First Citizens Bank & Trust Co. ($19.71K), AE Wealth Management LLC ($15.97K), and Commonwealth Equity Services LLC ($10.59K).

How much institutional selling is happening at SPDR S&P Pharmaceuticals ETF?

Institutional investors have sold a total of 573,014 shares in the last 24 months. This volume of shares sold represents approximately $23.03M in transactions.


This page (NYSEARCA:XPH) was last updated on 4/25/2024 by MarketBeat.com Staff

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