Arkadios Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-250	Closed	-$11K	–	1808
2021 Q3	$11K	Hold	250	–	–	﹤0.01%	1423
2021 Q2	$12K	Hold	250	–	–	﹤0.01%	1488
2021 Q1	$12K	Hold	250	–	–	﹤0.01%	1141
2020 Q4	$13K	Buy	+250	New	+$12K	﹤0.01%	902

Other funds holding XPH

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FCBT

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

Arkadios Wealth Advisors's XPH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2021, closing a stake of 250 shares — an estimated $11K sold.

Arkadios Wealth Advisors first reported a position in XPH in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 77 funds tracked by Wall St. Rank hold XPH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 250 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2021, an estimated $11K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $13K in Q4 2020.
77 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.