WAM
XPH icon

Wealthspire Advisors (Maryland)’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,190
Closed -$49K – 2135
2019
Q1 		$49K Hold
1,190
– – ﹤0.01% 908
2018
Q4 		$44K Hold
1,190
– – ﹤0.01% 920
2018
Q3 		$58K Hold
1,190
– – ﹤0.01% 918
2018
Q2 		$51K Hold
1,190
– – ﹤0.01% 974
2018
Q1 		$50K Buy
1,190
+500
+72% +$21.8K ﹤0.01% 985
2017
Q4 		$30K Hold
690
– – ﹤0.01% 1198
2017
Q3 		$29K Hold
690
– – ﹤0.01% 1174
2017
Q2 		$30K Buy
+690
New +$29.1K ﹤0.01% 1127

Other funds holding XPH

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HCIA
Hochman Cole Investment Advisors Deerfield, Illinois $255M AUM 23.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return