Aptus Capital Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Aptus Capital 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
2021 Q3	–	Sell	-95	Closed	-$5K	–	621
2021 Q2	$5K	Hold	95	–	–	﹤0.01%	527
2021 Q1	$5K	Hold	95	–	–	﹤0.01%	481
2020 Q4	$4K	Hold	95	–	–	﹤0.01%	444
2020 Q3	$4K	Hold	95	–	–	﹤0.01%	442
2020 Q2	$4K	Hold	95	–	–	﹤0.01%	391
2020 Q1	$3K	Hold	95	–	–	﹤0.01%	392
2019 Q4	$4K	Hold	95	–	–	﹤0.01%	480
2019 Q3	$3K	Buy	+95	New	+$3.53K	﹤0.01%	461

Other funds holding XPH

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

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

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return