FIM
XPH icon

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

FWL 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
2022
Q1 		– Sell
-36,305
Closed -$1.68M – 57
2021
Q4 		$1.68M Buy
+36,305
New +$1.72M 1.02% 25

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return

FWL Investment Management's XPH Position: Q1 2022 in Review

FWL Investment Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2022, closing a stake of 36,305 shares — an estimated $1.68M sold.

FWL Investment Management first reported a position in XPH in Q4 2021 and held it in 1 quarter. The position peaked at $1.68M in Q4 2021. 69 funds tracked by Wall St. Rank hold XPH as of Q1 2022.

  • FWL Investment Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2022 after selling out during the quarter.
  • FWL Investment Management sold 36,305 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2022, an estimated $1.68M.
  • FWL Investment Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2021 and held it in 1 quarter.
  • FWL Investment Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.68M in Q4 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2022.

Based on FWL Investment Management's 13F filing for Q1 2022, filed 11 May 2022.