SWM
XPH icon

SeaCrest Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

SeaCrest Wealth Management’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
2019
Q2 		– Sell
-150
Closed -$6K – 1883
2019
Q1 		$6K Hold
150
– – ﹤0.01% 1688
2018
Q4 		$5K Sell
150
-24
-14% -$1.02K ﹤0.01% 1718
2018
Q3 		$8K Hold
174
– – ﹤0.01% 1737
2018
Q2 		$7K Hold
174
– – ﹤0.01% 1735
2018
Q1 		$7K Hold
174
– – ﹤0.01% 1714
2017
Q4 		$8K Buy
+174
New +$7.4K ﹤0.01% 1685

Other funds holding XPH

CS
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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return