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

Angeles 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
2024 Q4	–	Sell	-1,000	Closed	-$44.4K	–	384
2024 Q3	$44.4K	Hold	1,000	–	–	﹤0.01%	299
2024 Q2	$39.8K	Buy	+1,000	New	+$40.5K	﹤0.01%	262

Other funds holding XPH

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $20.9B AUM 19.28% 1-Year Est. Return

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

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

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

Angeles Wealth Management's XPH Position: Q4 2024 in Review

Angeles Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2024, closing a stake of 1,000 shares — an estimated $44.4K sold.

Angeles Wealth Management first reported a position in XPH in Q2 2024 and held it in 2 quarters. The position peaked at $44.4K in Q3 2024. 73 funds tracked by Wall St. Rank hold XPH as of Q4 2024.

Angeles Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2024 after selling out during the quarter.
Angeles Wealth Management sold 1,000 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2024, an estimated $44.4K.
Angeles Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2024 and held it in 2 quarters.
Angeles Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $44.4K in Q3 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2024.

Based on Angeles Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.