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

Regal 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
2015
Q4 		– Sell
-1,276
Closed -$59K – 892
2015
Q3 		$59K Sell
1,276
-164
-11% -$9.88K 0.02% 409
2015
Q2 		$89K Hold
1,440
– – 0.02% 351
2015
Q1 		$89K Hold
1,440
– – 0.02% 356
2014
Q4 		$78K Hold
1,440
– – 0.02% 343
2014
Q3 		$76K Hold
1,440
– – 0.02% 350
2014
Q2 		$75K Hold
1,440
– – 0.03% 318
2014
Q1 		$67K Hold
1,440
– – 0.03% 313
2013
Q4 		$63K Buy
1,440
+164
+13% +$6.83K 0.04% 263
2013
Q3 		$49K Hold
1,276
– – 0.03% 305
2013
Q2 		$45K Buy
+1,276
New +$43.1K 0.02% 307

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return