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

Selective 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
2021 Q1	–	Sell	-203	Closed	-$11K	–	435
2020 Q4	$11K	Buy	+203	New	+$9.71K	0.01%	239

Other funds holding XPH

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

HCIA

Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Selective Wealth Management's XPH Position: Q1 2021 in Review

Selective Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2021, closing a stake of 203 shares — an estimated $11K sold.

Selective Wealth Management first reported a position in XPH in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 81 funds tracked by Wall St. Rank hold XPH as of Q1 2021.

Selective Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2021 after selling out during the quarter.
Selective Wealth Management sold 203 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2021, an estimated $11K.
Selective Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2020 and held it in 1 quarter.
Selective Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $11K in Q4 2020.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2021.

Based on Selective Wealth Management's 13F filing for Q1 2021, filed 9 Apr 2021.