OIA
XPH icon

Optimum Investment Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Optimum Investment 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
2021
Q4 		– Sell
-75
Closed -$4K – 876
2021
Q3 		$4K Hold
75
– – ﹤0.01% 770
2021
Q2 		$4K Hold
75
– – ﹤0.01% 838
2021
Q1 		$4K Hold
75
– – ﹤0.01% 840
2020
Q4 		$4K Hold
75
– – ﹤0.01% 807
2020
Q3 		$3K Buy
+75
New +$3.29K ﹤0.01% 810
2015
Q1 		$42K Sell
680
-400
-37% -$23.7K 0.01% 549
2014
Q4 		$37K Buy
1,080
+200
+23% +$10.9K 0.01% 576
2014
Q3 		$47K Hold
880
– – 0.02% 489
2014
Q2 		$46K Buy
880
+280
+47% +$13.5K 0.01% 503
2014
Q1 		$28K Buy
+600
New +$28.3K 0.01% 462

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return