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	–	2788
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	–	577
2016 Q4	$12K	Buy	+290	New	+$11.8K	﹤0.01%	470

Other funds holding XPH

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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