PAG
XPH icon

Pinnacle Advisory Group’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Pinnacle Advisory Group’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
2015
Q3 		– Sell
-3,850
Closed -$240K – 125
2015
Q2 		$240K Sell
3,850
-4,154
-52% -$259K 0.02% 87
2015
Q1 		$494K Hold
8,004
– – 0.04% 85
2014
Q4 		$432K Buy
8,004
+10
+0.1% +$546 0.04% 91
2014
Q3 		$423K Hold
7,994
– – 0.05% 72
2014
Q2 		$414K Hold
7,994
– – 0.05% 79
2014
Q1 		$374K Sell
7,994
-9,398
-54% -$444K 0.04% 73
2013
Q4 		$717K Buy
17,392
+8,756
+101% +$365K 0.08% 41
2013
Q3 		$332K Sell
8,636
-250
-3% -$9.45K 0.04% 71
2013
Q2 		$313K Buy
+8,886
New +$300K 0.04% 60

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return