Institutional Ownership Spdr Ser Tr Spdr S&P Pharmaceu (XPH)
This table provides information about the institutional ownership of Spdr Ser Tr Spdr S&P Pharmaceu (XPH). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 2.9 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
9,590
shares
|
$461,470
0.02% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,097
shares
|
$389,627
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,602
shares
|
$365,808
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,840
shares
|
$329,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 06, 2025 Q3 2025 |
6,673
shares
|
$321,104
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
6,640
shares
|
$319,516
0.12% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,589
shares
|
$317,062
0.0% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
5,801
shares
|
$279,144
0.01% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,327
shares
|
$256,335
0.0% of portfolio
|
Q1 2025
Reduced 8.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
5,281
shares
|
$254,121
0.0% of portfolio
|
Q2 2024
Reduced 5.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,168
shares
|
$248,684
0.01% of portfolio
|
Q2 2020
Added 5.09%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
5,158
shares
|
$248,202
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$240,600
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,866
shares
|
$234,151
0.0% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,368
shares
|
$210,188
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
3,250
shares
|
$156,390
0.06% of portfolio
|
Q2 2025
Added 1525.0%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,780
shares
|
$133,773
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,405
shares
|
$115,728
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,400
shares
|
$115,488
0.0% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,224
shares
|
$107,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,171
shares
|
$104,468
0.01% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,524
shares
|
$73,334
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,491
shares
|
$71,746
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,450
shares
|
$69,774
0.0% of portfolio
|
Q2 2025
Added 30.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
948
shares
|
$45,617
0.0% of portfolio
|
Q1 2025
New holding
|