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	–	2091
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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

HCIA

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

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

Wealthspire Advisors (Maryland)'s XPH Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Pharmaceuticals ETF (XPH) in Q2 2019, closing a stake of 1,190 shares — an estimated $49K sold.

Wealthspire Advisors (Maryland) first reported a position in XPH in Q2 2017 and held it in 8 quarters. The position peaked at $58K in Q3 2018. 61 funds tracked by Wall St. Rank hold XPH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Pharmaceuticals ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,190 State Street SPDR S&P Pharmaceuticals ETF shares in Q2 2019, an estimated $49K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Pharmaceuticals ETF position peaked at $58K in Q3 2018.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.