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 72 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Aug 14, 2024 Q2 2024 |
900,000
shares
|
$41.8 Million
0.37% of portfolio
|
Q3 2023
Reduced 30.77%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
307,749
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
262,618
shares
|
$12.2 Million
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
148,890
shares
|
$6.91 Million
0.15% of portfolio
|
Q2 2024
Added 3.49%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
127,668
shares
|
$5.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
113,721
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
72,196
shares
|
$3.35 Million
0.0% of portfolio
|
Q2 2024
Added 6.36%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
72,053
shares
|
$3.34 Million
0.05% of portfolio
|
Q3 2024
Added 9.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
64,736
shares
|
$3 Million
0.01% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,108
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2024
Added 507.32%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 15, 2024 Q2 2024 |
45,570
shares
|
$2.11 Million
0.77% of portfolio
|
Q2 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
43,845
shares
|
$2.03 Million
0.09% of portfolio
|
Q4 2023
Added 1.79%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
40,054
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
Reduced 74.28%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
38,799
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
38,797
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
37,992
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
37,868
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2024
Added 28.75%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
25,057
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
22,330
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 23.6%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
17,575
shares
|
$815,655
0.01% of portfolio
|
Q2 2024
Added 5.86%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
9,866
shares
|
$457,881
0.02% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
8,766
shares
|
$406,830
0.0% of portfolio
|
Q2 2024
Reduced 8.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
8,097
shares
|
$375,781
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
7,602
shares
|
$352,808
0.0% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,459
shares
|
$346,172
0.0% of portfolio
|
Q2 2024
Added 7.0%
|