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

Altavista 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
2021 Q3	–	Sell	-4,100	Closed	-$212K	–	186
2021 Q2	$212K	Hold	4,100	–	–	0.05%	180
2021 Q1	$206K	Hold	4,100	–	–	0.05%	172
2020 Q4	$213K	Buy	+4,100	New	+$196K	0.05%	166
2020 Q1	–	Sell	-4,400	Closed	-$201K	–	174
2019 Q4	$201K	Buy	+4,400	New	+$174K	0.06%	170
2014 Q2	–	Sell	-5,906	Closed	-$276K	–	121
2014 Q1	$276K	Sell	5,906 -1,650	-22%	-$77.9K	0.17%	100
2013 Q4	$332K	Sell	7,556 -5,730	-43%	-$239K	0.2%	94
2013 Q3	$511K	Sell	13,286 -620	-4%	-$23.4K	0.33%	74
2013 Q2	$490K	Buy	+13,906	New	+$469K	0.33%	71

Other funds holding XPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCIA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Altavista Wealth Management's XPH Position: Q3 2021 in Review

Altavista Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2021, closing a stake of 4,100 shares — an estimated $212K sold.

Altavista Wealth Management first reported a position in XPH in Q2 2013 and held it in 8 quarters. The position peaked at $511K in Q3 2013. 78 funds tracked by Wall St. Rank hold XPH as of Q3 2021.

Altavista Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2021 after selling out during the quarter.
Altavista Wealth Management sold 4,100 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2021, an estimated $212K.
Altavista Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 8 quarters.
Altavista Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $511K in Q3 2013.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2021.

Based on Altavista Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.