Advisor Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Advisor Group’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$517K	Sell	11,351 -2,792	-20%	-$126K	﹤0.01%	1645
2019 Q3	$622K	Buy	14,143 +3,523	+33%	+$148K	﹤0.01%	1450
2019 Q2	$443K	Buy	10,620 +4,956	+88%	+$200K	﹤0.01%	1700
2019 Q1	$219K	Sell	5,664 -7,716	-58%	-$286K	﹤0.01%	2214
2018 Q4	$436K	Buy	13,380 +247	+2%	+$8.5K	﹤0.01%	1508
2018 Q3	$505K	Buy	13,133 +1,942	+17%	+$77.6K	0.01%	1469
2018 Q2	$443K	Sell	11,191 -32,357	-74%	-$1.29M	0.01%	1399
2018 Q1	$1.78M	Sell	43,548 -7,888	-15%	-$339K	0.02%	602
2017 Q4	$2.28M	Buy	51,436 +7,226	+16%	+$303K	0.03%	514
2017 Q3	$1.76M	Buy	44,210 +30,295	+218%	+$1.17M	0.03%	552
2017 Q2	$536K	Buy	13,915 +7,878	+130%	+$298K	0.01%	1110
2017 Q1	$225K	Buy	6,037 +1	+0%	+$36	﹤0.01%	1566
2016 Q4	$204K	Sell	6,036 -1,081	-15%	-$36.2K	﹤0.01%	1535
2016 Q3	$241K	Buy	7,117 +352	+5%	+$12.4K	0.01%	1403
2016 Q2	$226K	Buy	+6,765	New	+$229K	0.01%	1379

Other funds holding XHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Advisor Group's XHB Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 20% in Q4 2019, selling an estimated $126K and leaving 11,351 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

Advisor Group first reported a position in XHB in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.28M in Q4 2017. 169 funds tracked by Wall St. Rank hold XHB as of Q4 2019.

Advisor Group held 11,351 shares of State Street SPDR S&P Homebuilders ETF worth $517K as of Q4 2019.
Advisor Group sold 2,792 State Street SPDR S&P Homebuilders ETF shares in Q4 2019, an estimated $126K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1645 holding.
Advisor Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P Homebuilders ETF position peaked at $2.28M in Q4 2017.
169 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.