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Atria Wealth Solutions’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-4,668
Closed -$211K – 1911
2022
Q1 		$211K Buy
+4,668
New +$205K ﹤0.01% 1565

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atria Wealth Solutions's XPH Position: Q2 2022 in Review

Atria Wealth Solutions sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2022, closing a stake of 4,668 shares — an estimated $211K sold.

Atria Wealth Solutions first reported a position in XPH in Q1 2022 and held it in 1 quarter. The position peaked at $211K in Q1 2022. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2022.

  • Atria Wealth Solutions reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,668 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2022, an estimated $211K.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's State Street SPDR S&P Pharmaceuticals ETF position peaked at $211K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.