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

B. Riley 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
2017
Q3 		– Sell
-4,842
Closed -$209K – 598
2017
Q2 		$209K Sell
4,842
-1,186
-20% -$50K 0.04% 467
2017
Q1 		$253K Sell
6,028
-513
-8% -$20.9K 0.05% 399
2016
Q4 		$256K Sell
6,541
-15,361
-70% -$625K 0.05% 386
2016
Q3 		$968K Buy
21,902
+4,191
+24% +$190K 0.19% 140
2016
Q2 		$741K Buy
17,711
+1,831
+12% +$77.6K 0.15% 173
2016
Q1 		$639K Hold
15,880
– – 0.15% 170
2015
Q4 		$814K Buy
15,880
+1,150
+8% +$58.6K 0.16% 162
2015
Q3 		$692K Buy
14,730
+840
+6% +$50.6K 0.17% 166
2015
Q2 		$867K Buy
13,890
+1,600
+13% +$99.7K 0.22% 122
2015
Q1 		$759K Buy
12,290
+2,300
+23% +$136K 0.19% 147
2014
Q4 		$539K Buy
9,990
+550
+6% +$30K 0.01% 897
2014
Q3 		$500K Sell
9,440
-7,120
-43% -$362K 0.13% 208
2014
Q2 		$430K Buy
16,560
+8,880
+116% +$428K 0.1% 222
2014
Q1 		$359K Buy
7,680
+760
+11% +$35.9K 0.11% 222
2013
Q4 		$304K Buy
6,920
+600
+9% +$25K 0.1% 239
2013
Q3 		$243K Sell
6,320
-40
-0.6% -$1.51K 0.08% 274
2013
Q2 		$224K Buy
+6,360
New +$215K 0.08% 292

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

B. Riley Wealth Advisors's XPH Position: Q3 2017 in Review

B. Riley Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2017, closing a stake of 4,842 shares — an estimated $209K sold.

B. Riley Wealth Advisors first reported a position in XPH in Q2 2013 and held it in 17 quarters. The position peaked at $968K in Q3 2016. 79 funds tracked by Wall St. Rank hold XPH as of Q3 2017.

  • B. Riley Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,842 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2017, an estimated $209K.
  • B. Riley Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and held it in 17 quarters.
  • B. Riley Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $968K in Q3 2016.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.