SPDR S&P PHARMACEUTICALS ETF (XPH) Top Institutional Shareholders
SPDR S&P PHARMACEUTICALS ETF (XPH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $231.02M in XPH holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of XPH tracked by InsiderSet, reporting ownership valued at approximately $43.92M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $49.19M, representing an estimated gain of +12.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed XPH value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Cwm, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in SPDR S&P PHARMACEUTICALS ETF (XPH).
This page ranks the largest institutional XPH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
82
Total Reported Value
$231.02M
Largest Holder
Bank Of America Corp
Largest Position
$43.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
93
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 811,939 | $43,917,763 | $49,187,265 | +$5,269,502 | +12.00% | |
| Cwm, Llc | 0.10% | 726,555 | $39,299,337 | $44,014,702 | +$4,715,365 | +12.00% | |
| Wells Fargo & Company/Mn | 0.00% | 404,311 | $21,869,165 | $24,493,160 | +$2,623,995 | +12.00% | |
| Kingsview Wealth Management, Llc | 0.22% | 295,265 | $15,970,884 | $17,887,154 | +$1,916,270 | +12.00% | |
| Morgan Stanley | 0.00% | 287,588 | $15,555,735 | $17,422,081 | +$1,866,346 | +12.00% | |
| Envestnet Asset Management Inc | 0.00% | 271,248 | $14,671,829 | $16,432,204 | +$1,760,375 | +12.00% | |
| First Citizens Bank & Trust Co | 0.21% | 187,397 | $10,136,303 | $11,352,510 | +$1,216,207 | +12.00% | |
| Envestnet Portfolio Solutions, Inc. | 0.05% | 171,479 | $9,275,299 | $10,388,198 | +$1,112,899 | +12.00% | |
| Lpl Financial Llc | 0.00% | 146,259 | $7,911,161 | $8,860,370 | +$949,209 | +12.00% | |
| Truist Financial Corp | 0.01% | 69,668 | $3,768,361 | $4,220,487 | +$452,126 | +12.00% | |
| Cetera Investment Advisers | 0.00% | 57,323 | $3,100,593 | $3,472,627 | +$372,034 | +12.00% | |
| Private Advisor Group, Llc | 0.01% | 55,777 | $3,016,989 | $3,378,971 | +$361,982 | +12.00% | |
| Two Sigma Investments, Lp | 0.00% | 50,700 | $2,742,363 | $3,071,406 | +$329,043 | +12.00% | |
| Citigroup Inc | 0.00% | 49,388 | $2,671,397 | $2,991,925 | +$320,528 | +12.00% | |
| Ubs Group Ag | 0.00% | 48,911 | $2,645,596 | $2,963,028 | +$317,432 | +12.00% | |
| Susquehanna International Group, Llp | 0.00% | 48,834 | $2,641,431 | $2,958,364 | +$316,933 | +12.00% | |
| Wharton Business Group, Llc | 0.09% | 46,395 | $2,509,506 | $2,810,609 | +$301,103 | +12.00% | |
| Clark Capital Management Group, Inc. | 0.01% | 43,322 | $2,343,287 | $2,624,447 | +$281,160 | +12.00% | |
| Citadel Advisors Llc | 0.00% | 40,874 | $2,210,875 | $2,476,147 | +$265,272 | +12.00% | |
| Royal Bank Of Canada | 0.00% | 40,649 | $2,199,000 | $2,462,516 | +$263,516 | +11.98% | |
| Gts Securities Llc | 0.06% | 33,053 | $1,787,837 | $2,002,351 | +$214,514 | +12.00% | |
| Baird Financial Group, Inc. | 0.00% | 29,049 | $1,571,260 | $1,759,788 | +$188,528 | +12.00% | |
| Mai Capital Management | 0.01% | 28,513 | $1,542,269 | $1,727,318 | +$185,049 | +12.00% | |
| Goldman Sachs Group Inc | 0.00% | 26,427 | $1,429,436 | $1,600,948 | +$171,512 | +12.00% | |
| Avior Wealth Management, Llc | 0.04% | 24,324 | $1,315,674 | $1,473,548 | +$157,874 | +12.00% | |
| Compass Wealth Management Llc | 0.32% | 24,153 | $1,306,436 | $1,463,189 | +$156,753 | +12.00% | |
| Jane Street Group, Llc | 0.00% | 23,306 | $1,260,622 | $1,411,877 | +$151,255 | +12.00% | |
| Stifel Financial Corp | 0.00% | 21,279 | $1,151,092 | $1,289,082 | +$137,990 | +11.99% | |
| Mml Investors Services, Llc | 0.00% | 19,574 | $1,058,767 | $1,185,793 | +$127,026 | +12.00% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,166 | $1,036,692 | $1,161,076 | +$124,384 | +12.00% | |
| Summittx Capital, L.P. | 0.03% | 15,577 | $842,560 | $943,655 | +$101,095 | +12.00% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 14,133 | $764,463 | $856,177 | +$91,714 | +12.00% | |
| Kestra Advisory Services, Llc | 0.00% | 11,603 | $627,594 | $702,910 | +$75,316 | +12.00% | |
| Blair William & Co/Il | 0.00% | 10,955 | $592,548 | $663,654 | +$71,106 | +12.00% | |
| D. E. Shaw & Co., Inc. | 0.00% | 10,236 | $553,665 | $620,097 | +$66,432 | +12.00% | |
| Pnc Financial Services Group, Inc. | 0.00% | 9,941 | $537,734 | $602,226 | +$64,492 | +11.99% | |
| American State Bank (Iowa) | 0.01% | 9,492 | $386,763 | $575,025 | +$188,262 | +48.68% | |
| Fragasso Financial Advisors Inc | 0.02% | 6,693 | $363,777 | $405,462 | +$41,685 | +11.46% | |
| Principal Securities, Inc. | 0.00% | 6,121 | $331,096 | $370,810 | +$39,714 | +11.99% | |
| Sigma Planning Corp | 0.01% | 6,103 | $330,122 | $369,720 | +$39,598 | +11.99% | |
| Beacon Pointe Advisors, Llc | 0.00% | 5,904 | $319,340 | $357,664 | +$38,324 | +12.00% | |
| Ep Wealth Advisors, Llc | 0.00% | 5,725 | $309,665 | $346,821 | +$37,156 | +12.00% | |
| Raymond James Financial Inc | 0.00% | 5,530 | $299,089 | $335,007 | +$35,918 | +12.01% | |
| Osaic Holdings, Inc. | 0.00% | 4,957 | $268,170 | $300,295 | +$32,125 | +11.98% | |
| Lifeworks Advisors, Llc | 0.03% | 4,503 | $243,582 | $272,792 | +$29,210 | +11.99% | |
| Focus Partners Wealth | 0.00% | 4,389 | $237,402 | $265,886 | +$28,484 | +12.00% | |
| Evelyn Partners Investment Management (Europe) Ltd | 0.08% | 4,250 | $229,883 | $257,465 | +$27,582 | +12.00% | |
| Newedge Wealth, Llc | 0.00% | 4,033 | $218,145 | $244,319 | +$26,174 | +12.00% | |
| Farther Finance Advisors, Llc | 0.00% | 3,968 | $217,145 | $240,381 | +$23,236 | +10.70% | |
| Vista Investment Management | 0.07% | 3,986 | $215,603 | $241,472 | +$25,869 | +12.00% |
Frequently asked questions about XPH
Who owns the most XPH stock?
The largest holders of XPH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P PHARMACEUTICALS ETF (XPH).
Is XPH widely held by superinvestors?
Many widely followed stocks like XPH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly XPH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.