TFF
XPH icon

The Family Firm’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-171
Closed -$6.79K – 861
2024
Q2 		$6.79K Buy
+171
New +$6.93K ﹤0.01% 715

Other funds holding XPH

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

The Family Firm's XPH Position: Q3 2024 in Review

The Family Firm sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q3 2024, closing a stake of 171 shares — an estimated $6.79K sold.

The Family Firm first reported a position in XPH in Q2 2024 and held it in 1 quarter. The position peaked at $6.79K in Q2 2024. 71 funds tracked by Wall St. Rank hold XPH as of Q3 2024.

  • The Family Firm reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 171 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2024, an estimated $6.79K.
  • The Family Firm first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's State Street SPDR S&P Pharmaceuticals ETF position peaked at $6.79K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.