VWM
XPH icon

VCI Wealth Management’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

VCI Wealth Management’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
Q2 		– Sell
-10,426
Closed -$450K – 115
2024
Q1 		$450K Sell
10,426
-1,939
-16% -$83.5K 0.3% 85
2023
Q4 		$515K Buy
+12,365
New +$469K 0.31% 82

Other funds holding XPH

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

VCI Wealth Management's XPH Position: Q2 2024 in Review

VCI Wealth Management sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2024, closing a stake of 10,426 shares — an estimated $450K sold.

VCI Wealth Management first reported a position in XPH in Q4 2023 and held it in 2 quarters. The position peaked at $515K in Q4 2023. 71 funds tracked by Wall St. Rank hold XPH as of Q2 2024.

  • VCI Wealth Management reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2024 after selling out during the quarter.
  • VCI Wealth Management sold 10,426 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2024, an estimated $450K.
  • VCI Wealth Management first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2023 and held it in 2 quarters.
  • VCI Wealth Management's State Street SPDR S&P Pharmaceuticals ETF position peaked at $515K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2024.

Based on VCI Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.