Activest Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Activest Wealth Management’s Portfolio XPH Stock Details XPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-306	Closed	-$12.5K	–	577
2022 Q4	$12.5K	Hold	306	–	–	﹤0.01%	296
2022 Q3	$12K	Buy	+306	New	+$13.1K	﹤0.01%	300

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Activest Wealth Management's XPH Position: Q1 2023 in Review

Activest Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2023, closing a stake of 306 shares — an estimated $12.5K sold.

Activest Wealth Management first reported a position in XPH in Q3 2022 and held it in 2 quarters. The position peaked at $12.5K in Q4 2022. 61 funds tracked by Wall St. Rank hold XPH as of Q1 2023.

Activest Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
Activest Wealth Management sold 306 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2023, an estimated $12.5K.
Activest Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2022 and held it in 2 quarters.
Activest Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $12.5K in Q4 2022.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.