LNWWM
XPH icon

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

Laird Norton Wetherby 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
2018
Q1 		– Sell
-870
Closed -$38K – 702
2017
Q4 		$38K Hold
870
– – 0.01% 647
2017
Q3 		$37K Buy
+870
New +$36.9K 0.01% 622
2015
Q3 		– Sell
-870
Closed -$54K – 507
2015
Q2 		$54K Buy
+870
New +$54.2K 0.01% 478

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.36B AUM 53.52% 1-Year Est. Return