Intercontinental Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Intercontinental Wealth 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
2022 Q1	–	Sell	-4,950	Closed	-$228K	–	297
2021 Q4	$228K	Hold	4,950	–	–	0.05%	274
2021 Q3	$235K	Sell	4,950 -1,300	-21%	-$64.6K	0.05%	260
2021 Q2	$324K	Hold	6,250	–	–	0.06%	228
2021 Q1	$315K	Hold	6,250	–	–	0.07%	208
2020 Q4	$325K	Hold	6,250	–	–	0.08%	193
2020 Q3	$272K	Buy	+6,250	New	+$274K	0.08%	166

Other funds holding XPH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MCM

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

WBG

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

FFM

Fullerton Fund Management Singapore $1.56B AUM 88.19% 1-Year Est. Return

Intercontinental Wealth Advisors's XPH Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2022, closing a stake of 4,950 shares — an estimated $228K sold.

Intercontinental Wealth Advisors first reported a position in XPH in Q3 2020 and held it in 6 quarters. The position peaked at $325K in Q4 2020. 69 funds tracked by Wall St. Rank hold XPH as of Q1 2022.

Intercontinental Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 4,950 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2022, an estimated $228K.
Intercontinental Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2020 and held it in 6 quarters.
Intercontinental Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $325K in Q4 2020.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.