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Great Lakes Retirement’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Great Lakes Retirement’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
Q3 		– Sell
-1,438
Closed -$57.2K – 681
2024
Q2 		$57.2K Buy
+1,438
New +$58.3K 0.01% 260

Other funds holding XPH

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Great Lakes Retirement's XPH Position: Q3 2024 in Review

Great Lakes Retirement sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2024, closing a stake of 1,438 shares — an estimated $57.2K sold.

Great Lakes Retirement first reported a position in XPH in Q2 2024 and held it in 1 quarter. The position peaked at $57.2K in Q2 2024. 71 funds tracked by Wall St. Rank hold XPH as of Q3 2024.

  • Great Lakes Retirement reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2024 after selling out during the quarter.
  • Great Lakes Retirement sold 1,438 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2024, an estimated $57.2K.
  • Great Lakes Retirement first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2024 and held it in 1 quarter.
  • Great Lakes Retirement's State Street SPDR S&P Pharmaceuticals ETF position peaked at $57.2K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.