Clal Insurance’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Clal Insurance’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
2024 Q4	–	Sell	-800,000	Closed	-$35.5M	–	217
2024 Q3	$35.5M	Sell	800,000 -100,000	-11%	-$4.28M	0.31%	55
2024 Q2	$35.8M	Hold	900,000	–	–	0.37%	48
2024 Q1	$38.8M	Hold	900,000	–	–	0.44%	55
2023 Q4	$37.5M	Hold	900,000	–	–	0.49%	52
2023 Q3	$35.8M	Sell	900,000 -400,000	-31%	-$16.9M	0.5%	51
2023 Q2	$53.3M	Buy	+1,300,000	New	+$53.7M	0.64%	42

Other funds holding XPH

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

Kingsview Wealth Management Grants Pass, Oregon $7.32B AUM 16.07% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $4.75B AUM 16.82% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return