SPDR S&P PHARMACEUTICALS ETF (XPH) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $293.86M 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 $67.32M in its June 30, 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 $64.79M, representing an estimated loss of -3.76% 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
91
Total Reported Value
$293.86M
Largest Holder
Bank Of America Corp
Largest Position
$67.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
111
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% | 1,015,894 | $67,323,276 | $64,793,719 | -$2,529,557 | -3.76% | |
| Cwm, Llc | 0.10% | 726,555 | $39,299,337 | $46,339,678 | +$7,040,341 | +17.91% | |
| Wells Fargo & Company/Mn | 0.00% | 387,368 | $25,670,923 | $24,706,331 | -$964,592 | -3.76% | |
| Kingsview Wealth Management, Llc | 0.25% | 314,894 | $20,868,025 | $20,083,939 | -$784,086 | -3.76% | |
| Morgan Stanley | 0.00% | 314,226 | $20,823,895 | $20,041,334 | -$782,561 | -3.76% | |
| Envestnet Asset Management Inc | 0.00% | 221,822 | $14,700,142 | $14,147,807 | -$552,335 | -3.76% | |
| First Citizens Bank & Trust Co | 0.19% | 195,701 | $12,969,105 | $12,481,810 | -$487,295 | -3.76% | |
| Envestnet Portfolio Solutions, Inc. | 0.06% | 180,521 | $11,963,127 | $11,513,629 | -$449,498 | -3.76% | |
| Lpl Financial Llc | 0.00% | 168,419 | $11,161,122 | $10,741,764 | -$419,358 | -3.76% | |
| Citigroup Inc | 0.00% | 104,114 | $6,899,635 | $6,640,391 | -$259,244 | -3.76% | |
| Truist Financial Corp | 0.01% | 70,678 | $4,683,863 | $4,507,843 | -$176,020 | -3.76% | |
| Measured Wealth Private Client Group, Llc | 1.09% | 68,306 | $4,526,639 | $4,356,557 | -$170,082 | -3.76% | |
| Private Advisor Group, Llc | 0.02% | 63,697 | $4,221,174 | $4,062,595 | -$158,579 | -3.76% | |
| Ubs Group Ag | 0.00% | 55,346 | $3,667,779 | $3,529,968 | -$137,811 | -3.76% | |
| Cetera Investment Advisers | 0.00% | 49,004 | $3,247,485 | $3,125,475 | -$122,010 | -3.76% | |
| Wharton Business Group, Llc | 0.10% | 46,395 | $3,074,597 | $2,959,073 | -$115,524 | -3.76% | |
| Svb Wealth Llc | 0.18% | 42,797 | $2,836,165 | $2,729,593 | -$106,572 | -3.76% | |
| Two Sigma Investments, Lp | 0.00% | 35,751 | $2,369,219 | $2,280,199 | -$89,020 | -3.76% | |
| Clark Capital Management Group, Inc. | 0.01% | 32,929 | $2,182,205 | $2,100,212 | -$81,993 | -3.76% | |
| Susquehanna International Group, Llp | 0.00% | 32,012 | $2,121,435 | $2,041,725 | -$79,710 | -3.76% | |
| Mai Capital Management | 0.01% | 31,119 | $2,062,257 | $1,984,770 | -$77,487 | -3.76% | |
| Baird Financial Group, Inc. | 0.00% | 28,468 | $1,886,574 | $1,815,689 | -$70,885 | -3.76% | |
| Gts Securities Llc | 0.04% | 26,885 | $1,781,669 | $1,714,725 | -$66,944 | -3.76% | |
| Compass Wealth Management Llc | 0.33% | 26,652 | $1,766,229 | $1,699,865 | -$66,364 | -3.76% | |
| Goldman Sachs Group Inc | 0.00% | 26,231 | $1,738,328 | $1,673,013 | -$65,315 | -3.76% | |
| Royal Bank Of Canada | 0.00% | 21,917 | $1,453,000 | $1,397,866 | -$55,134 | -3.79% | |
| Mml Investors Services, Llc | 0.00% | 19,972 | $1,323,563 | $1,273,814 | -$49,749 | -3.76% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,863 | $1,250,116 | $1,203,082 | -$47,034 | -3.76% | |
| Blair William & Co/Il | 0.00% | 16,556 | $1,097,181 | $1,055,942 | -$41,239 | -3.76% | |
| Arax Advisory Partners | 0.01% | 15,179 | $1,005,925 | $968,117 | -$37,808 | -3.76% | |
| Avior Wealth Management, Llc | 0.02% | 12,070 | $799,893 | $769,825 | -$30,068 | -3.76% | |
| Summittx Capital, L.P. | 0.02% | 11,745 | $778,341 | $749,096 | -$29,245 | -3.76% | |
| U.S. Capital Wealth Advisors, Llc | 0.02% | 14,133 | $764,463 | $901,403 | +$136,940 | +17.91% | |
| Stifel Financial Corp | 0.00% | 11,507 | $762,580 | $733,916 | -$28,664 | -3.76% | |
| D. E. Shaw & Co., Inc. | 0.00% | 11,416 | $756,538 | $728,112 | -$28,426 | -3.76% | |
| Park Avenue Securities Llc | 0.00% | 8,917 | $591,000 | $568,726 | -$22,274 | -3.77% | |
| Pnc Financial Services Group, Inc. | 0.00% | 8,822 | $584,623 | $562,667 | -$21,956 | -3.76% | |
| Hrt Financial Lp | 0.00% | 8,348 | $553,000 | $532,435 | -$20,565 | -3.72% | |
| Jpmorgan Chase & Co | 0.00% | 7,603 | $504,916 | $484,919 | -$19,997 | -3.96% | |
| Fragasso Financial Advisors Inc | 0.02% | 6,699 | $443,964 | $427,262 | -$16,702 | -3.76% | |
| Jane Street Group, Llc | 0.00% | 6,253 | $414,386 | $398,816 | -$15,570 | -3.76% | |
| Sigma Planning Corp | 0.01% | 6,088 | $403,480 | $388,293 | -$15,187 | -3.76% | |
| Osaic Holdings, Inc. | 0.00% | 5,909 | $391,658 | $376,876 | -$14,782 | -3.77% | |
| Beacon Pointe Advisors, Llc | 0.00% | 5,731 | $379,777 | $365,523 | -$14,254 | -3.75% | |
| Principal Securities, Inc. | 0.00% | 5,619 | $372,401 | $358,380 | -$14,021 | -3.77% | |
| Raymond James Financial Inc | 0.00% | 5,497 | $364,292 | $350,599 | -$13,693 | -3.76% | |
| Ameritas Advisory Services, Llc | 0.01% | 4,939 | $327,290 | $315,009 | -$12,281 | -3.75% | |
| Independent Financial Group, Llc | 0.01% | 4,700 | $311,469 | $299,766 | -$11,703 | -3.76% | |
| Janney Montgomery Scott Llc | 0.00% | 4,245 | $281,000 | $270,746 | -$10,254 | -3.65% | |
| Newedge Wealth, Llc | 0.00% | 4,033 | $267,267 | $257,225 | -$10,042 | -3.76% |
Frequently asked questions about XPH
Who are the largest institutional holders of XPH?
The largest institutional holders of XPH reported in the latest SEC Form 13F filings include Bank Of America Corp, Cwm, Llc, Wells Fargo & Company/Mn, Kingsview Wealth Management, Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported XPH position.
What is XPH institutional ownership?
This page tracks XPH positions reported by institutional investment managers through SEC Form 13F. SPDR S&P PHARMACEUTICALS ETF (XPH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XPH?
InsiderSet currently tracks 91 institutional managers reporting XPH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XPH shareholders.
How much XPH stock do institutions own?
Institutional investment managers disclosed approximately $293.86M in XPH holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XPH institutional ownership last updated?
The latest XPH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XPH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XPH position after the reporting date.
Are institutions buying or selling XPH?
Institutional buying and selling can be analyzed by comparing XPH positions across consecutive 13F reporting periods. InsiderSet's XPH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XPH ownership changes.
How has XPH institutional ownership changed over time?
InsiderSet tracks XPH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.