Harel Insurance Investments & Financial Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Harel Insurance Investments & Financial Services’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
2020 Q2	–	Sell	-1,400	Closed	-$50K	–	597
2020 Q1	$50K	Buy	+1,400	New	+$59.7K	﹤0.01%	275
2016 Q1	–	Sell	-560	Closed	-$29K	–	457
2015 Q4	$29K	Buy	+560	New	+$28.5K	﹤0.01%	232

Other funds holding XPH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's XPH Position: Q2 2020 in Review

Harel Insurance Investments & Financial Services sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2020, closing a stake of 1,400 shares — an estimated $50K sold.

Harel Insurance Investments & Financial Services first reported a position in XPH in Q4 2015 and held it in 2 quarters. The position peaked at $50K in Q1 2020. 73 funds tracked by Wall St. Rank hold XPH as of Q2 2020.

Harel Insurance Investments & Financial Services reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,400 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2020, an estimated $50K.
Harel Insurance Investments & Financial Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2015 and held it in 2 quarters.
Harel Insurance Investments & Financial Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $50K in Q1 2020.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2020.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2020, filed 14 Jul 2020.