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WA
WFG Advisors’s
State Street SPDR S&P Pharmaceuticals ETF
XPH
Stock Holding History
WFG Advisors’s Portfolio
XPH Stock Details
XPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q2
$17K
Hold
400
–
–
﹤0.01%
994
2017
Q1
$17K
Hold
400
–
–
﹤0.01%
934
2016
Q4
$16K
Sell
400
-650
-62%
-$26.5K
﹤0.01%
991
2016
Q3
$46K
Hold
1,050
–
–
0.01%
735
2016
Q2
$44K
Hold
1,050
–
–
0.01%
715
2016
Q1
$42K
Sell
1,050
-226
-18%
-$9.57K
0.01%
708
2015
Q4
$65K
Sell
1,276
-1,996
-61%
-$102K
0.02%
586
2015
Q3
$154K
Sell
3,272
-80
-2%
-$4.82K
0.05%
349
2015
Q2
$209K
Buy
3,352
+80
+2%
+$4.98K
0.06%
334
2015
Q1
$202K
Buy
3,272
+982
+43%
+$58.2K
0.06%
350
2014
Q4
$124K
Sell
2,290
-844
-27%
-$46.1K
0.03%
576
2014
Q3
$166K
Buy
3,134
+192
+7%
+$9.76K
0.03%
498
2014
Q2
$153K
Sell
2,942
-5,002
-63%
-$241K
0.03%
521
2014
Q1
$372K
Buy
7,944
+5,944
+297%
+$281K
0.07%
294
2013
Q4
$88K
Buy
2,000
+1,200
+150%
+$50K
0.01%
794
2013
Q3
$31K
Hold
800
–
–
﹤0.01%
1101
2013
Q2
$28K
Buy
+800
New
+$27K
﹤0.01%
1092
Other funds holding XPH
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
PVH
Psagot Value Holdings
Tel Aviv, Israel
$11M AUM
32.09%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
WBG
Wharton Business Group
Malvern, Pennsylvania
$2.65B AUM
20.73%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
IA
IFP Advisors
Tampa, Florida
$4.82B AUM
20.19%
1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv, Israel
$1.53B AUM
20.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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