IHT Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

IHT Wealth Management’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
2023 Q2	–	Sell	-5,221	Closed	-$214K	–	1031
2023 Q1	$214K	Sell	5,221 -451	-8%	-$19K	0.01%	829
2022 Q4	$232K	Sell	5,672 -5,162	-48%	-$215K	0.01%	766
2022 Q3	$435K	Buy	10,834 +14	+0.1%	+$599	0.03%	496
2022 Q2	$454K	Sell	10,820 -2,301	-18%	-$96.5K	0.04%	407
2022 Q1	$594K	Sell	13,121 -3,061	-19%	-$135K	0.05%	375
2021 Q4	$747K	Buy	16,182 +1,980	+14%	+$93.8K	0.06%	325
2021 Q3	$674K	Sell	14,202 -1,236	-8%	-$61.4K	0.05%	334
2021 Q2	$799K	Sell	15,438 -4,838	-24%	-$243K	0.05%	382
2021 Q1	$1.02M	Sell	20,276 -1,711	-8%	-$91.2K	0.07%	262
2020 Q4	$1.72M	Buy	21,987 +2,317	+12%	+$111K	0.14%	154
2020 Q3	$855K	Buy	19,670 +5,261	+37%	+$230K	0.09%	243
2020 Q2	$619K	Buy	14,409 +5,757	+67%	+$238K	0.08%	248
2020 Q1	$312K	Buy	+8,652	New	+$369K	0.04%	389

Other funds holding XPH

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

FCBT

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

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

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

IHT Wealth Management's XPH Position: Q2 2023 in Review

IHT Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2023, closing a stake of 5,221 shares — an estimated $214K sold.

IHT Wealth Management first reported a position in XPH in Q1 2020 and held it in 13 quarters. The position peaked at $1.72M in Q4 2020. 59 funds tracked by Wall St. Rank hold XPH as of Q2 2023.

IHT Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 5,221 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2023, an estimated $214K.
IHT Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2020 and held it in 13 quarters.
IHT Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1.72M in Q4 2020.
59 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.