Meitav Investment House’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Meitav Investment House’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
2020 Q1	–	Sell	-4,607	Closed	-$209K	–	460
2019 Q4	$209K	Buy	+4,607	New	+$183K	0.02%	395
2019 Q2	–	Sell	-6,807	Closed	-$283K	–	492
2019 Q1	$283K	Sell	6,807 -3,193	-32%	-$130K	0.02%	327
2018 Q4	$364K	Sell	10,000 -40,107	-80%	-$1.71M	0.02%	234
2018 Q3	$2.43M	Buy	50,107 +5,107	+11%	+$242K	0.12%	109
2018 Q2	$1.93M	Buy	45,000 +17,175	+62%	+$721K	0.09%	123
2018 Q1	$1.16M	Buy	+27,825	New	+$1.21M	0.06%	145

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WBG

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meitav Investment House's XPH Position: Q1 2020 in Review

Meitav Investment House sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2020, closing a stake of 4,607 shares — an estimated $209K sold.

Meitav Investment House first reported a position in XPH in Q1 2018 and held it in 6 quarters. The position peaked at $2.43M in Q3 2018. 66 funds tracked by Wall St. Rank hold XPH as of Q1 2020.

Meitav Investment House reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2020 after selling out during the quarter.
Meitav Investment House sold 4,607 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2020, an estimated $209K.
Meitav Investment House first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2018 and held it in 6 quarters.
Meitav Investment House's State Street SPDR S&P Pharmaceuticals ETF position peaked at $2.43M in Q3 2018.
66 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2020.

Based on Meitav Investment House's 13F filing for Q1 2020, filed 11 May 2020.