OLA
XPH icon

Oliver Luxxe Assets’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Oliver Luxxe Assets’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
Q2 		– Sell
-5,820
Closed -$218K – 129
2020
Q1 		$218K Buy
5,820
+231
+4% +$9.84K 0.14% 109
2019
Q4 		$255K Sell
5,589
-1,309
-19% -$51.9K 0.13% 111
2019
Q3 		$244K Buy
6,898
+460
+7% +$17.1K 0.14% 106
2019
Q2 		$252K Buy
6,438
+19
+0.3% +$747 0.14% 108
2019
Q1 		$267K Buy
6,419
+306
+5% +$12.4K 0.15% 102
2018
Q4 		$224K Buy
6,113
+886
+17% +$37.8K 0.15% 94
2018
Q3 		$240K Buy
+5,227
New +$248K 0.14% 93
2018
Q1 		– Sell
-23,935
Closed -$1.04M – 103
2017
Q4 		$1.04M Buy
23,935
+1,280
+6% +$54.4K 0.63% 46
2017
Q3 		$964K Buy
+22,655
New +$961K 0.61% 47

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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