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

Richwood 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
2022
Q1 		– Sell
-350
Closed -$16K – 260
2021
Q4 		$16K Buy
+350
New +$16.6K 0.01% 222

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 $871B 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return

Richwood Investment Advisors's XPH Position: Q1 2022 in Review

Richwood Investment Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2022, closing a stake of 350 shares — an estimated $16K sold.

Richwood Investment Advisors first reported a position in XPH in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 69 funds tracked by Wall St. Rank hold XPH as of Q1 2022.

  • Richwood Investment Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2022 after selling out during the quarter.
  • Richwood Investment Advisors sold 350 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2022, an estimated $16K.
  • Richwood Investment Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2021 and held it in 1 quarter.
  • Richwood Investment Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $16K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2022.

Based on Richwood Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.