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

Wealth Quarterback’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 Q3	$50K	Sell	1,054 -246	-19%	-$12.2K	0.03%	232
2021 Q2	$68K	Buy	+1,300	New	+$65.3K	0.04%	204
2020 Q2	–	Sell	-202	Closed	-$7.27K	–	810
2020 Q1	$7.27K	Sell	202 -19	-9%	-$810	0.01%	544
2019 Q4	$10.1K	Buy	+221	New	+$8.76K	0.01%	527

Other funds holding XPH

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

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

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

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

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

HCIA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Quarterback's XPH Position: Q3 2021 in Review

Wealth Quarterback reduced its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 19% in Q3 2021, selling an estimated $12.2K and leaving 1,054 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #232.

Wealth Quarterback first reported a position in XPH in Q4 2019 and has held it in 4 quarters since. The position peaked at $68K in Q2 2021. 78 funds tracked by Wall St. Rank hold XPH as of Q3 2021.

Wealth Quarterback held 1,054 shares of State Street SPDR S&P Pharmaceuticals ETF worth $50K as of Q3 2021.
Wealth Quarterback sold 246 State Street SPDR S&P Pharmaceuticals ETF shares in Q3 2021, an estimated $12.2K.
State Street SPDR S&P Pharmaceuticals ETF made up 0.03% of Wealth Quarterback's portfolio in Q3 2021, its #232 holding.
Wealth Quarterback first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q4 2019 and has held it in 4 quarters since.
Wealth Quarterback's State Street SPDR S&P Pharmaceuticals ETF position peaked at $68K in Q2 2021.
78 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.