Sowell Financial Services’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-2,420	Closed	-$117K	–	2783
2021 Q1	$117K	Buy	2,420 +16	+0.7%	+$853	﹤0.01%	1300
2020 Q4	$125K	Hold	2,404	–	–	0.01%	1065
2020 Q3	$105K	Hold	2,404	–	–	0.01%	957
2020 Q2	$103K	Hold	2,404	–	–	0.01%	956
2020 Q1	$87K	Hold	2,404	–	–	0.01%	893
2019 Q4	$110K	Hold	2,404	–	–	0.01%	892
2019 Q3	$86K	Buy	+2,404	New	+$89.4K	0.01%	874
2017 Q1	–	Sell	-290	Closed	-$12K	–	572
2016 Q4	$12K	Buy	+290	New	+$11.8K	﹤0.01%	470

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sowell Financial Services's XPH Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2021, closing a stake of 2,420 shares — an estimated $117K sold.

Sowell Financial Services first reported a position in XPH in Q4 2016 and held it in 8 quarters. The position peaked at $125K in Q4 2020. 79 funds tracked by Wall St. Rank hold XPH as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 2,420 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2021, an estimated $117K.
Sowell Financial Services first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's State Street SPDR S&P Pharmaceuticals ETF position peaked at $125K in Q4 2020.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.