IAG Wealth Partners’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

IAG Wealth Partners’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 Q1	–	Sell	-100	Closed	-$6K	–	389
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	293
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	284
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	287
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	293
2019 Q4	$5K	Buy	+100	New	+$3.96K	﹤0.01%	315

Other funds holding XPH

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

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

HCIA

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

IAG Wealth Partners's XPH Position: Q1 2021 in Review

IAG Wealth Partners sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2021, closing a stake of 100 shares — an estimated $6K sold.

IAG Wealth Partners first reported a position in XPH in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 81 funds tracked by Wall St. Rank hold XPH as of Q1 2021.

IAG Wealth Partners reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
IAG Wealth Partners sold 100 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2021, an estimated $6K.
IAG Wealth Partners first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and held it in 5 quarters.
IAG Wealth Partners's State Street SPDR S&P Pharmaceuticals ETF position peaked at $6K in Q4 2020.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2021.

Based on IAG Wealth Partners's 13F filing for Q1 2021, filed 29 Apr 2021.