Money Concepts Capital’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,312	Closed	-$53.7K	–	2950
2022 Q4	$53.7K	Buy	+1,312	New	+$54.6K	﹤0.01%	1217
2022 Q2	–	Sell	-1,312	Closed	-$59K	–	2647
2022 Q1	$59K	Buy	+1,312	New	+$57.7K	﹤0.01%	1173

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FCBT

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

Money Concepts Capital's XPH Position: Q1 2023 in Review

Money Concepts Capital sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2023, closing a stake of 1,312 shares — an estimated $53.7K sold.

Money Concepts Capital first reported a position in XPH in Q1 2022 and held it in 2 quarters. The position peaked at $59K in Q1 2022. 61 funds tracked by Wall St. Rank hold XPH as of Q1 2023.

Money Concepts Capital reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,312 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2023, an estimated $53.7K.
Money Concepts Capital first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's State Street SPDR S&P Pharmaceuticals ETF position peaked at $59K in Q1 2022.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.