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PTC
Private Trust Company’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
Private Trust Company’s Portfolio
XPH Stock Details
XPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-31
Closed
-$1K
–
2286
2022
Q3
$1K
Buy
+31
New
+$1.33K
﹤0.01%
2001
2014
Q4
–
Sell
-64
Closed
-$3K
–
1209
2014
Q3
$3K
Hold
64
–
–
﹤0.01%
1510
2014
Q2
$3K
Hold
64
–
–
﹤0.01%
1515
2014
Q1
$3K
Hold
64
–
–
﹤0.01%
1386
2013
Q4
$3K
Hold
64
–
–
﹤0.01%
1370
2013
Q3
$2K
Buy
+64
New
+$2.42K
﹤0.01%
1464
Other funds holding XPH
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
MCM
MAI Capital Management
Independence, Ohio
$17.6B AUM
18.87%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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