ETF Holders

Who owns XPH?

Sector

State Street SPDR S&P Pharmaceuticals ETF · State Street

93 institutions reported holding XPH, worth $265.2M, in Form 13F filings for June 30, 2026.

13F holders
93
Institutional value
$265.2M
Change from prior quarter
+36.1%
+$70.4M, with price moves
New and sold-out firms
23 / 9
25 added, 29 trimmed

Top 10 institutional holders of XPH

FirmLocationValueSharesChange
Bank of America Corp.Charlotte, NC$67.3M1,015,894+203,955 shares
Wells Fargo & CompanySan Francisco, CA$25.7M387,368−16,943 shares
Kingsview Wealth Management, LLCGrants Pass, OR$20.9M314,894+19,629 shares
Morgan StanleyNew York, NY$20.8M314,226+26,638 shares
Envestnet Asset Management Inc.Berwyn, PA$14.7M221,822−49,426 shares
First Citizens Bank & Trust CoRaleigh, NC$13.0M195,701+8,304 shares
Envestnet Portfolio Solutions, Inc.Berwyn, PA$12.0M180,521+9,042 shares
LPL Financial LLCFort Mill, SC$11.2M168,419+22,160 shares
Evelyn Partners Group LtdLondon, United Kingdom$10.5M71,806New position
Citigroup Inc.New York, NY$6.9M104,114+54,726 shares
83 more firms

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

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Frequently asked questions

Who owns XPH?

93 institutional managers reported holding XPH in Form 13F filings for June 30, 2026, worth $265.2M in total. The largest reported position was held by Bank of America Corp., at $67.3M.

Did institutions buy or sell XPH last quarter?

Reported 13F value rose 36.1% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 9 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is XPH ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.