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AAS
Ameritas Advisory Services’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
Ameritas Advisory Services’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
2025
Q3
–
Sell
-9,590
Closed
-$389K
–
2970
2025
Q2
$389K
Sell
9,590
-229
-2%
-$9.21K
0.02%
566
2025
Q1
$430K
Sell
9,819
-193
-2%
-$8.52K
0.02%
605
2024
Q4
$430K
Buy
10,012
+146
+1%
+$6.64K
0.01%
628
2024
Q3
$438K
Sell
9,866
-715
-7%
-$30.6K
0.02%
575
2024
Q2
$421K
Sell
10,581
-340
-3%
-$13.8K
0.02%
631
2024
Q1
$471K
Sell
10,921
-3,397
-24%
-$146K
0.02%
569
2023
Q4
$596K
Buy
14,318
+925
+7%
+$35K
0.03%
392
2023
Q3
$532K
Buy
+13,393
New
+$567K
0.03%
487
2023
Q2
–
Sell
-11,339
Closed
-$480K
–
2559
2023
Q1
$480K
Buy
11,339
+57
+0.5%
+$2.4K
0.02%
484
2022
Q4
$462K
Sell
11,282
-1,528
-12%
-$63.6K
0.02%
557
2022
Q3
$514K
Sell
12,810
-314
-2%
-$13.4K
0.03%
426
2022
Q2
$551K
Sell
13,124
-1,474
-10%
-$61.8K
0.03%
427
2022
Q1
$661K
Buy
14,598
+1,306
+10%
+$57.4K
0.02%
433
2021
Q4
$613K
Buy
+13,292
New
+$630K
0.02%
447
Other funds holding XPH
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
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
FCBT
First Citizens Bank & Trust
Raleigh, North Carolina
$6.69B AUM
24.48%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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