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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Evoke Wealth's XPH Position: Q4 2022 in Review

Evoke Wealth sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2022, closing a stake of 3,200 shares — an estimated $129K sold.

Evoke Wealth first reported a position in XPH in Q3 2019 and held it in 12 quarters. The position peaked at $129K in Q3 2022. 73 funds tracked by Wall St. Rank hold XPH as of Q4 2022.

Evoke Wealth reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,200 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2022, an estimated $129K.
Evoke Wealth first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's State Street SPDR S&P Pharmaceuticals ETF position peaked at $129K in Q3 2022.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.