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Simplicity Solutions’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Simplicity Solutions’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
2020
Q2 		– Sell
-7,237
Closed -$261K – 931
2020
Q1 		$261K Buy
+7,237
New +$308K 0.01% 632

Other funds holding XPH

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Simplicity Solutions's XPH Position: Q2 2020 in Review

Simplicity Solutions sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2020, closing a stake of 7,237 shares — an estimated $261K sold.

Simplicity Solutions first reported a position in XPH in Q1 2020 and held it in 1 quarter. The position peaked at $261K in Q1 2020. 73 funds tracked by Wall St. Rank hold XPH as of Q2 2020.

  • Simplicity Solutions reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2020 after selling out during the quarter.
  • Simplicity Solutions sold 7,237 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2020, an estimated $261K.
  • Simplicity Solutions first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2020 and held it in 1 quarter.
  • Simplicity Solutions's State Street SPDR S&P Pharmaceuticals ETF position peaked at $261K in Q1 2020.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2020.

Based on Simplicity Solutions's 13F filing for Q2 2020, filed 6 Aug 2020.