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SPDR S&P Pharmaceuticals shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of SPDR S&P Pharmaceuticals (XPH) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in SPDR S&P Pharmaceuticals

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Pharmaceuticals held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Pharmaceuticals by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $319k 5.7k 56.01
2025-06-30 $278k 6.8k 40.58

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Top funds holding SPDR S&P Pharmaceuticals

Envestnet Asset Management
LPL Financial
Wells Fargo & Company
First Citizens Bank & Trust
Envestnet Portfolio Solutions
Susquehanna International
Bnp Paribas Arbitrage, Snc
Cetera Investment Advisers
Jpmorgan Chase & Co
UBS Group
Clark Capital Management Group
Wharton Business Group
Bp Wealth Management
Mml Investors Services
Goldman Sachs Group

View all funds holding SPDR S&P Pharmaceuticals