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Farmers & Merchants Investments Inc’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Farmers & Merchants Investments Inc’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
-218
Closed -$9.4K – 1821
2024
Q1 		$9.4K Hold
218
– – ﹤0.01% 655
2023
Q4 		$9.07K Hold
218
– – ﹤0.01% 656
2023
Q3 		$8.67K Hold
218
– – ﹤0.01% 647
2023
Q2 		$8.94K Hold
218
– – ﹤0.01% 660
2023
Q1 		$8.94K Hold
218
– – ﹤0.01% 646
2022
Q4 		$8.93K Hold
218
– – ﹤0.01% 678
2022
Q3 		$9K Hold
218
– – ﹤0.01% 664
2022
Q2 		$9K Hold
218
– – ﹤0.01% 744
2022
Q1 		$10K Hold
218
– – ﹤0.01% 759
2021
Q4 		$10K Hold
218
– – ﹤0.01% 768
2021
Q3 		$10K Hold
218
– – ﹤0.01% 744
2021
Q2 		$11K Hold
218
– – ﹤0.01% 632
2021
Q1 		$11K Buy
218
+92
+73% +$4.9K ﹤0.01% 601
2020
Q4 		$7K Hold
126
– – ﹤0.01% 710
2020
Q3 		$5K Hold
126
– – ﹤0.01% 733
2020
Q2 		$5K Hold
126
– – ﹤0.01% 729
2020
Q1 		$5K Hold
126
– – ﹤0.01% 679
2019
Q4 		$6K Hold
126
– – ﹤0.01% 728
2019
Q3 		$4K Hold
126
– – ﹤0.01% 784
2019
Q2 		$5K Hold
126
– – ﹤0.01% 750
2019
Q1 		$5K Buy
+126
New +$5.12K ﹤0.01% 742

Other funds holding XPH

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EH
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Farmers & Merchants Investments Inc's XPH Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2024, closing a stake of 218 shares — an estimated $9.4K sold.

Farmers & Merchants Investments Inc first reported a position in XPH in Q1 2019 and held it in 21 quarters. The position peaked at $11K in Q2 2021. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 218 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2024, an estimated $9.4K.
  • Farmers & Merchants Investments Inc first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2019 and held it in 21 quarters.
  • Farmers & Merchants Investments Inc's State Street SPDR S&P Pharmaceuticals ETF position peaked at $11K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.