MC
XPH icon

Moors & Cabot’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Moors & Cabot’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
Q3 		– Sell
-5,250
Closed -$224K – 748
2020
Q2 		$224K Sell
5,250
-649
-11% -$26.8K 0.02% 546
2020
Q1 		$214K Buy
5,899
+2
+0% +$85 0.03% 482
2019
Q4 		$268K Sell
5,897
-1,425
-19% -$56.5K 0.03% 492
2019
Q3 		$259K Sell
7,322
-673
-8% -$25K 0.03% 486
2019
Q2 		$319K Buy
7,995
+1,075
+16% +$42.3K 0.04% 394
2019
Q1 		$283K Buy
6,920
+1,076
+18% +$43.7K 0.04% 412
2018
Q4 		$216K Buy
5,844
+728
+14% +$31.1K 0.03% 437
2018
Q3 		$248K Buy
+5,116
New +$242K 0.03% 470

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return