ONST
XPH icon

Old North State Trust’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Old North State Trust’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
2019
Q4 		– Sell
-100
Closed -$4K – 394
2019
Q3 		$4K Hold
100
– – ﹤0.01% 354
2019
Q2 		$4K Hold
100
– – ﹤0.01% 333
2019
Q1 		$4K Hold
100
– – ﹤0.01% 345
2018
Q4 		$3K Hold
100
– – ﹤0.01% 346
2018
Q3 		$4K Buy
+100
New +$4.74K ﹤0.01% 350

Other funds holding XPH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return