Transamerica Financial Advisors’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Transamerica Financial 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
2024 Q1	–	Sell	-1	Closed	-$1K	–	701
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	621
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	642
2023 Q2	$1K	Buy	+1	New	+$41	﹤0.01%	614
2023 Q1	–	Sell	-1	Closed	-$1K	–	717
2022 Q4	$1K	Hold	1	–	–	﹤0.01%	686
2022 Q3	$1K	Hold	1	–	–	﹤0.01%	641
2022 Q2	$1K	Buy	+1	New	+$42	﹤0.01%	652
2020 Q3	–	Sell	-1	Closed	-$1K	–	513
2020 Q2	$1K	Buy	+1	New	+$41	﹤0.01%	501
2019 Q3	–	Sell	-1	Closed	-$1K	–	549
2019 Q2	$1K	Buy	+1	New	+$39	﹤0.01%	546
2019 Q1	–	Sell	-1	Closed	-$1K	–	483
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	496
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	493
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	483
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	439
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	416
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	406
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	383
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	375
2016 Q4	$1K	Buy	+1	New	+$41	﹤0.01%	410
2015 Q3	–	Sell	-2	Closed	-$1K	–	926
2015 Q2	$1K	Hold	2	–	–	﹤0.01%	868
2015 Q1	$1K	Hold	2	–	–	﹤0.01%	867
2014 Q4	$1K	Hold	2	–	–	﹤0.01%	708
2014 Q3	$1K	Hold	2	–	–	﹤0.01%	663
2014 Q2	$1K	Hold	2	–	–	﹤0.01%	672
2014 Q1	$1K	Buy	+2	New	+$94	﹤0.01%	632

Other funds holding XPH

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

Transamerica Financial Advisors's XPH Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q1 2024, closing a stake of 1 share — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in XPH in Q1 2014 and held it in 23 quarters. The position peaked at $1K in Q4 2023. 73 funds tracked by Wall St. Rank hold XPH as of Q1 2024.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q1 2024 after selling out during the quarter.
Transamerica Financial Advisors sold 1 State Street SPDR S&P Pharmaceuticals ETF share in Q1 2024, an estimated $1K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q1 2014 and held it in 23 quarters.
Transamerica Financial Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $1K in Q4 2023.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.