FIM
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Fernwood Investment Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Fernwood 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
-360
Closed -$15.5K – 700
2024
Q1 		$15.5K Buy
+360
New +$15.5K ﹤0.01% 488

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 $377B AUM 19.32% 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 $18.1B AUM 15% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fernwood Investment Management's XPH Position: Q2 2024 in Review

Fernwood Investment Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2024, closing a stake of 360 shares — an estimated $15.5K sold.

Fernwood Investment Management first reported a position in XPH in Q1 2024 and held it in 1 quarter. The position peaked at $15.5K in Q1 2024. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2024.

  • Fernwood Investment Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 360 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2024, an estimated $15.5K.
  • Fernwood Investment Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $15.5K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.