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Reilly Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Reilly Financial 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 		$9K Hold
201
– – ﹤0.01% 742
2021
Q3 		$10K Buy
+201
New +$9.99K ﹤0.01% 671

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
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 $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $17.7B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B 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

Reilly Financial Advisors's XPH Position: Q4 2021 in Review

Reilly Financial Advisors held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q4 2021 at 201 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Reilly Financial Advisors first reported a position in XPH in Q3 2021 and has held it in 2 quarters since. The position peaked at $10K in Q3 2021. 78 funds tracked by Wall St. Rank hold XPH as of Q4 2021.

  • Reilly Financial Advisors held 201 shares of State Street SPDR S&P Pharmaceuticals ETF worth $9K as of Q4 2021.
  • Reilly Financial Advisors left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q4 2021.
  • State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #742 holding.
  • Reilly Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2021 and has held it in 2 quarters since.
  • Reilly Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $10K in Q3 2021.
  • 78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.