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Sutton Wealth Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Sutton Wealth Advisors’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
2022
Q4 		– Sell
-138
Closed -$5.54K – 1719
2022
Q3 		$5.54K Buy
+138
New +$5.9K ﹤0.01% 1052

Other funds holding XPH

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Sutton Wealth Advisors's XPH Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q4 2022, closing a stake of 138 shares — an estimated $5.54K sold.

Sutton Wealth Advisors first reported a position in XPH in Q3 2022 and held it in 1 quarter. The position peaked at $5.54K in Q3 2022. 73 funds tracked by Wall St. Rank hold XPH as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 138 State Street SPDR S&P Pharmaceuticals ETF shares in Q4 2022, an estimated $5.54K.
  • Sutton Wealth Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2022 and held it in 1 quarter.
  • Sutton Wealth Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $5.54K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.