JGC
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J. Goldman & Co’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

J. Goldman & Co’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
Q2 		– Sell
-6,557
Closed -$297K – 492
2022
Q1 		$297K Buy
+6,557
New +$288K 0.01% 308

Other funds holding XPH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EP
Evelyn Partners London $46.9B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

J. Goldman & Co's XPH Position: Q2 2022 in Review

J. Goldman & Co sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2022, closing a stake of 6,557 shares — an estimated $297K sold.

J. Goldman & Co first reported a position in XPH in Q1 2022 and held it in 1 quarter. The position peaked at $297K in Q1 2022. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2022.

  • J. Goldman & Co reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2022 after selling out during the quarter.
  • J. Goldman & Co sold 6,557 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2022, an estimated $297K.
  • J. Goldman & Co first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2022 and held it in 1 quarter.
  • J. Goldman & Co's State Street SPDR S&P Pharmaceuticals ETF position peaked at $297K in Q1 2022.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2022.

Based on J. Goldman & Co's 13F filing for Q2 2022, filed 15 Aug 2022.