American Portfolios Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

American Portfolios Advisors’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
2022 Q3	$208K	Buy	5,168 +2,515	+95%	+$108K	0.01%	1005
2022 Q2	$111K	Sell	2,653 -442	-14%	-$18.5K	﹤0.01%	1340
2022 Q1	$140K	Sell	3,095 -615	-17%	-$27K	﹤0.01%	1343
2021 Q4	$171K	Buy	3,710 +3	+0.1%	+$142	0.01%	1236
2021 Q3	$176K	Buy	3,707 +77	+2%	+$3.83K	0.01%	1172
2021 Q2	$188K	Buy	3,630 +1	+0%	+$50	0.01%	1124
2021 Q1	$183K	Buy	3,629 +559	+18%	+$29.8K	0.01%	1061
2020 Q4	$160K	Sell	3,070 -50	-2%	-$2.39K	0.01%	974
2020 Q3	$136K	Buy	3,120 +1	+0%	+$44	0.01%	952
2020 Q2	$134K	Buy	3,119 +151	+5%	+$6.24K	0.01%	888
2020 Q1	$107K	Sell	2,968 -635	-18%	-$27.1K	0.01%	872
2019 Q4	$165K	Sell	3,603 -324	-8%	-$12.8K	0.01%	817
2019 Q3	$140K	Sell	3,927 -1,709	-30%	-$63.5K	0.01%	840
2019 Q2	$224K	Sell	5,636 -693	-11%	-$27.3K	0.02%	671
2019 Q1	$263K	Buy	6,329 +742	+13%	+$30.2K	0.02%	552
2018 Q4	$205K	Sell	5,587 -99	-2%	-$4.22K	0.03%	506
2018 Q3	$276K	Buy	5,686 +723	+15%	+$34.3K	0.03%	473
2018 Q2	$213K	Sell	4,963 -4,289	-46%	-$180K	0.03%	518
2018 Q1	$387K	Buy	9,252 +1,388	+18%	+$60.5K	0.06%	323
2017 Q4	$342K	Buy	+7,864	New	+$334K	0.05%	346

Other funds holding XPH

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

American Portfolios Advisors's XPH Position: Q3 2022 in Review

American Portfolios Advisors increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 95% in Q3 2022, buying an estimated $108K and bringing the position to 5,168 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #1005.

American Portfolios Advisors first reported a position in XPH in Q4 2017 and has held it in 20 quarters since. The position peaked at $387K in Q1 2018. 66 funds tracked by Wall St. Rank hold XPH as of Q3 2022.

American Portfolios Advisors held 5,168 shares of State Street SPDR S&P Pharmaceuticals ETF worth $208K as of Q3 2022.
American Portfolios Advisors bought 2,515 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2022, an estimated $108K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1005 holding.
American Portfolios Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $387K in Q1 2018.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.