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Northwest Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Northwest Financial Advisors’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
2024
Q1 		– Sell
-75
Closed -$3.12K – 549
2023
Q4 		$3.12K Buy
+75
New +$2.84K ﹤0.01% 467

Other funds holding XPH

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Northwest Financial Advisors's XPH Position: Q1 2024 in Review

Northwest Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2024, closing a stake of 75 shares — an estimated $3.12K sold.

Northwest Financial Advisors first reported a position in XPH in Q4 2023 and held it in 1 quarter. The position peaked at $3.12K in Q4 2023. 73 funds tracked by Wall St. Rank hold XPH as of Q1 2024.

  • Northwest Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 75 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2024, an estimated $3.12K.
  • Northwest Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $3.12K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.