SS SPDR S&P PHARMA ETF XPH
$67.16
+2.8% 52w: $40.27 – $67.16
Latest 13F among current holders filed 1 month ago (May 19, 2026)
Price — last 12 months
research preview data40.2753.7167.16
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+5 QoQ
13F value
$235.1M
+63.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.7×
$2.2M calls / $795K puts
Institutional value by quarter
Number of holders
Who owns XPH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 811.9K | $43.9M | 0.0% | +128.0% |
| CWM, LLC | Wealth advisor | 726.6K | $39.3M | 0.1% | +363177.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 404.3K | $21.9M | 0.0% | +95.1% |
| Kingsview Wealth Management, LLC | Wealth advisor | 295.3K | $16.0M | 0.2% | New |
| MORGAN STANLEY | Bank broker | 287.6K | $15.6M | 0.0% | +103.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 271.2K | $14.7M | 0.0% | +9.9% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 187.4K | $10.1M | 0.2% | +0.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 171.5K | $9.3M | 0.1% | -2.2% |
| LPL Financial LLC | Bank broker | 146.3K | $7.9M | 0.0% | -29.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 69.7K | $3.8M | 0.0% | +1273.6% |
| Cetera Investment Advisers | Wealth advisor | 57.3K | $3.1M | 0.0% | -29.2% |
| Private Advisor Group, LLC | Wealth advisor | 55.8K | $3.0M | 0.0% | New |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 50.7K | $2.7M | 0.0% | +290.0% |
| CITIGROUP INC | Bank broker | 49.4K | $2.7M | 0.0% | -68.2% |
| UBS Group AG | Bank broker | 48.9K | $2.6M | 0.0% | +2.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 48.8K | $2.6M | 0.0% | +127.2% |
| Wharton Business Group, LLC | Wealth advisor | 46.4K | $2.5M | 0.1% | Held |
| SVB WEALTH LLC | Quant stat arb | 45.7K | $2.5M | 0.2% | +5.1% |
| Clark Capital Management Group, Inc. | Other | 43.3K | $2.3M | 0.0% | -17.5% |
| CITADEL ADVISORS LLC | Multistrat pod | 40.9K | $2.2M | 0.0% | -42.3% |
| ROYAL BANK OF CANADA | Bank broker | 40.6K | $2.2M | 0.0% | +50.0% |
| GTS SECURITIES LLC | Market maker | 33.1K | $1.8M | 0.1% | +46.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 29.0K | $1.6M | 0.0% | -1.0% |
| MAI Capital Management | Wealth advisor | 28.5K | $1.5M | 0.0% | -4.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 26.4K | $1.4M | 0.0% | -13.6% |
| Avior Wealth Management, LLC | Wealth advisor | 24.3K | $1.3M | 0.0% | New |
| Compass Wealth Management LLC | Other | 24.2K | $1.3M | 0.3% | +36.4% |
| JANE STREET GROUP, LLC | Market maker | 23.3K | $1.3M | 0.0% | -9.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 21.3K | $1.2M | 0.0% | +3.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 19.6K | $1.1M | 0.0% | -40.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 19.2K | $1.0M | 0.0% | -4.4% |
| SummitTX Capital, L.P. | Quant stat arb | 15.6K | $843K | 0.0% | New |
| U.S. Capital Wealth Advisors, LLC | Other | 14.1K | $764K | 0.0% | -2.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 12.0K | $652K | 0.0% | +0.3% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 11.9K | $646K | 0.0% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 11.6K | $628K | 0.0% | +329.7% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 11.0K | $593K | 0.0% | +1187.3% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 10.2K | $554K | 0.0% | New |
| CX Institutional | Wealth advisor | 7.9K | $425K | 0.0% | +2.8% |
| JPMORGAN CHASE & CO | Bank broker | 7.6K | $388K | 0.0% | -0.7% |
| Fragasso Financial Advisors Inc | Wealth advisor | 6.7K | $364K | 0.0% | +0.1% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 6.1K | $331K | 0.0% | -0.5% |
| Sigma Planning Corp | Wealth advisor | 6.1K | $330K | 0.0% | +2.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 5.9K | $319K | 0.0% | New |
| EP Wealth Advisors, LLC | Wealth advisor | 5.7K | $310K | 0.0% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 5.5K | $299K | 0.0% | -62.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 5.0K | $268K | 0.0% | -16.6% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 4.7K | $254K | 0.0% | Held |
| Lifeworks Advisors, LLC | Other | 4.5K | $244K | 0.0% | New |
| Focus Partners Wealth | Wealth advisor | 4.4K | $237K | 0.0% | -7.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.