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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 – 392
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return