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IWM
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
CI
Clal Insurance
Tel-Aviv, Israel
$16.5B AUM
68.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
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
$374B AUM
17.66%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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