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

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 $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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

WFG Advisors's XPH Position: Q2 2017 in Review

WFG Advisors held its State Street SPDR S&P Pharmaceuticals ETF (XPH) position steady in Q2 2017 at 400 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

WFG Advisors first reported a position in XPH in Q2 2013 and has held it in 17 quarters since. The position peaked at $372K in Q1 2014. 80 funds tracked by Wall St. Rank hold XPH as of Q2 2017.

WFG Advisors held 400 shares of State Street SPDR S&P Pharmaceuticals ETF worth $17K as of Q2 2017.
WFG Advisors left its State Street SPDR S&P Pharmaceuticals ETF share count unchanged in Q2 2017.
State Street SPDR S&P Pharmaceuticals ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #994 holding.
WFG Advisors first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR S&P Pharmaceuticals ETF position peaked at $372K in Q1 2014.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.