XPH β€” SPDR S&P PHARMACEUTICALS ETF

Ownership history in Avior Wealth Management, LLC  Β·  7 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported SPDR S&P PHARMACEUTICALS ETF (XPH) in 7 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows XPH at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in SPDR S&P PHARMACEUTICALS ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XPH was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held XPH β€” position size vs. price
% of Fund (quarterly)    XPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 24,324 +24,224 +24224.0% 0.04% $1.3M 2026-04-09 $56.61
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and XPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning XPH?

Avior Wealth Management, LLC reported XPH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported XPH position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for XPH was 0.04% in 2026 Q1.

What is the latest reported XPH position on this page?

The most recent filing on this page is 2026 Q1, when Avior Wealth Management, LLC reported 24,324 shares, equal to 0.04% of portfolio, with an estimated market value of $1.3M.

What does the chart on this XPH ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly XPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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