Cavalier Investments’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Cavalier Investments’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
2019 Q2	–	Sell	-55,314	Closed	-$2.3M	–	146
2019 Q1	$2.3M	Buy	+55,314	New	+$2.25M	0.95%	27

Other funds holding XPH

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HCIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cavalier Investments's XPH Position: Q2 2019 in Review

Cavalier Investments sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2019, closing a stake of 55,314 shares — an estimated $2.3M sold.

Cavalier Investments first reported a position in XPH in Q1 2019 and held it in 1 quarter. The position peaked at $2.3M in Q1 2019. 61 funds tracked by Wall St. Rank hold XPH as of Q2 2019.

Cavalier Investments reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Cavalier Investments sold 55,314 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2019, an estimated $2.3M.
Cavalier Investments first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2019 and held it in 1 quarter.
Cavalier Investments's State Street SPDR S&P Pharmaceuticals ETF position peaked at $2.3M in Q1 2019.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2019.

Based on Cavalier Investments's 13F filing for Q2 2019, filed 31 Jul 2019.