IWA
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return