Hochman Cole Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Hochman Cole Investment Advisors’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
2021 Q3	$2.5M	Sell	52,630 -1,710	-3%	-$85K	0.98%	24
2021 Q2	$2.81M	Sell	54,340 -552	-1%	-$27.7K	1.12%	23
2021 Q1	$2.76M	Sell	54,892 -886	-2%	-$47.2K	1.16%	23
2020 Q4	$2.9M	Sell	55,778 -1,326	-2%	-$63.4K	1.25%	24
2020 Q3	$2.48M	Buy	57,104 +84	+0.1%	+$3.68K	1.22%	24
2020 Q2	$2.45M	Sell	57,020 -207	-0.4%	-$8.55K	1.35%	24
2020 Q1	$2.06M	Sell	57,227 -1,588	-3%	-$67.7K	1.42%	23
2019 Q4	$2.69M	Sell	58,815 -8,058	-12%	-$319K	1.46%	21
2019 Q3	$2.38M	Sell	66,873 -4,920	-7%	-$183K	1.49%	21
2019 Q2	$2.86M	Sell	71,793 -820	-1%	-$32.3K	1.71%	16
2019 Q1	$3.02M	Buy	72,613 +1,716	+2%	+$69.7K	1.8%	16
2018 Q4	$2.6M	Buy	70,897 +3,078	+5%	+$131K	1.79%	18
2018 Q3	$3.29M	Sell	67,819 -950	-1%	-$45K	2.05%	15
2018 Q2	$2.96M	Sell	68,769 -1,358	-2%	-$57K	1.94%	16
2018 Q1	$2.94M	Sell	70,127 -1,390	-2%	-$60.6K	2.05%	15
2017 Q4	$3.11M	Buy	71,517 +864	+1%	+$36.7K	1.96%	15
2017 Q3	$3.01M	Sell	70,653 -933	-1%	-$39.6K	1.97%	17
2017 Q2	$3.08M	Buy	71,586 +3,090	+5%	+$130K	2.13%	15
2017 Q1	$2.87M	Sell	68,496 -3,305	-5%	-$135K	2.08%	16
2016 Q4	$2.81M	Buy	71,801 +1,419	+2%	+$57.7K	2.03%	16
2016 Q3	$3.11M	Buy	70,382 +1,621	+2%	+$73.6K	2.32%	14
2016 Q2	$2.87M	Buy	68,761 +98	+0.1%	+$4.15K	2.35%	14
2016 Q1	$2.76M	Buy	68,663 +4	+0%	+$169	2.36%	15
2015 Q4	$3.52M	Buy	+68,659	New	+$3.5M	2.98%	9

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WBG

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

Hochman Cole Investment Advisors's XPH Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 3.1% in Q3 2021, selling an estimated $85K and leaving 52,630 shares worth $2.5M. The position accounts for 0.98% of the portfolio, ranked #24.

Hochman Cole Investment Advisors first reported a position in XPH in Q4 2015 and has held it in 24 quarters since. The position peaked at $3.52M in Q4 2015. 78 funds tracked by Wall St. Rank hold XPH as of Q3 2021.

Hochman Cole Investment Advisors held 52,630 shares of State Street SPDR S&P Pharmaceuticals ETF worth $2.5M as of Q3 2021.
Hochman Cole Investment Advisors sold 1,710 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2021, an estimated $85K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.98% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #24 holding.
Hochman Cole Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2015 and has held it in 24 quarters since.
Hochman Cole Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3.52M in Q4 2015.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.