Advisory Alpha’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-85	Closed	-$4K	–	671
2020 Q3	$4K	Buy	+85	New	+$3.72K	﹤0.01%	562
2020 Q2	–	Sell	-1,085	Closed	-$43.1K	–	636
2020 Q1	$43.1K	Sell	1,085 -60	-5%	-$2.56K	0.01%	222
2019 Q4	$52.8K	Sell	1,145 -480	-30%	-$19K	0.01%	271
2019 Q3	$56.5K	Buy	+1,625	New	+$60.4K	0.02%	229
2019 Q2	–	Sell	-1,625	Closed	-$66.1K	–	665
2019 Q1	$66.1K	Buy	+1,625	New	+$66K	0.02%	198

Other funds holding XPH

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FCBT

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

Advisory Alpha's XPH Position: Q4 2020 in Review

Advisory Alpha sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2020, closing a stake of 85 shares — an estimated $4K sold.

Advisory Alpha first reported a position in XPH in Q1 2019 and held it in 5 quarters. The position peaked at $66.1K in Q1 2019. 80 funds tracked by Wall St. Rank hold XPH as of Q4 2020.

Advisory Alpha reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 85 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2020, an estimated $4K.
Advisory Alpha first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's State Street SPDR S&P Pharmaceuticals ETF position peaked at $66.1K in Q1 2019.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.