F.L. Putnam Investment Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

F.L. Putnam Investment Management’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 Q2	–	Sell	-5,436	Closed	-$234K	–	742
2024 Q1	$234K	Sell	5,436 -2,426	-31%	-$105K	0.01%	447
2023 Q4	$327K	Buy	+7,862	New	+$298K	0.01%	406

Other funds holding XPH

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

F.L. Putnam Investment Management's XPH Position: Q2 2024 in Review

F.L. Putnam Investment Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2024, closing a stake of 5,436 shares — an estimated $234K sold.

F.L. Putnam Investment Management first reported a position in XPH in Q4 2023 and held it in 2 quarters. The position peaked at $327K in Q4 2023. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2024.

F.L. Putnam Investment Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
F.L. Putnam Investment Management sold 5,436 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2024, an estimated $234K.
F.L. Putnam Investment Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and held it in 2 quarters.
F.L. Putnam Investment Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $327K in Q4 2023.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2024.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.