Harbour Investments’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Harbour Investments’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 Q4	–	Sell	-485	Closed	-$20K	–	3125
2022 Q3	$20K	Hold	485	–	–	﹤0.01%	1656
2022 Q2	$20K	Buy	+485	New	+$20.3K	﹤0.01%	1656

Other funds holding XPH

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Harbour Investments's XPH Position: Q4 2022 in Review

Harbour Investments sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2022, closing a stake of 485 shares — an estimated $20K sold.

Harbour Investments first reported a position in XPH in Q2 2022 and held it in 2 quarters. The position peaked at $20K in Q3 2022. 73 funds tracked by Wall St. Rank hold XPH as of Q4 2022.

Harbour Investments reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2022 after selling out during the quarter.
Harbour Investments sold 485 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2022, an estimated $20K.
Harbour Investments first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2022 and held it in 2 quarters.
Harbour Investments's State Street SPDR S&P Pharmaceuticals ETF position peaked at $20K in Q3 2022.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2022.

Based on Harbour Investments's 13F filing for Q4 2022, filed 16 Feb 2023.