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EW
Evoke Wealth’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
Evoke Wealth’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
Q4
–
Sell
-3,200
Closed
-$129K
–
1161
2022
Q3
$129K
Buy
3,200
+800
+33%
+$34.2K
0.01%
380
2022
Q2
$101K
Hold
2,400
–
–
﹤0.01%
414
2022
Q1
$109K
Hold
2,400
–
–
﹤0.01%
421
2021
Q4
$111K
Hold
2,400
–
–
﹤0.01%
429
2021
Q3
$113K
Hold
2,400
–
–
﹤0.01%
412
2021
Q2
$124K
Hold
2,400
–
–
﹤0.01%
408
2021
Q1
$121K
Hold
2,400
–
–
0.01%
356
2020
Q4
$125K
Hold
2,400
–
–
0.01%
281
2020
Q3
$104K
Hold
2,400
–
–
0.01%
278
2020
Q2
$103K
Buy
2,400
+900
+60%
+$37.2K
0.01%
269
2020
Q1
$54.1K
Buy
+1,500
New
+$63.9K
0.01%
338
2019
Q4
–
Sell
-3,000
Closed
-$107K
–
1498
2019
Q3
$107K
Buy
+3,000
New
+$112K
0.01%
356
Other funds holding XPH
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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