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Bedel Financial Consulting’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Bedel Financial Consulting’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
2020
Q2 		– Sell
-2,505
Closed -$90K – 937
2020
Q1 		$90K Buy
2,505
+5
+0.2% +$213 0.06% 191
2019
Q4 		$114K Buy
+2,500
New +$99.1K 0.06% 194

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bedel Financial Consulting's XPH Position: Q2 2020 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2020, closing a stake of 2,505 shares — an estimated $90K sold.

Bedel Financial Consulting first reported a position in XPH in Q4 2019 and held it in 2 quarters. The position peaked at $114K in Q4 2019. 73 funds tracked by Wall St. Rank hold XPH as of Q2 2020.

  • Bedel Financial Consulting reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 2,505 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2020, an estimated $90K.
  • Bedel Financial Consulting first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and held it in 2 quarters.
  • Bedel Financial Consulting's State Street SPDR S&P Pharmaceuticals ETF position peaked at $114K in Q4 2019.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.