ARS Investment Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

ARS Investment Partners’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
2021 Q1	–	Sell	-4,505	Closed	-$260K	–	149
2020 Q4	$260K	Hold	4,505	–	–	0.03%	102
2020 Q3	$243K	Buy	+4,505	New	+$228K	0.04%	91
2020 Q1	–	Sell	-5,083	Closed	-$231K	–	115
2019 Q4	$231K	Sell	5,083 -195	-4%	-$8.82K	0.04%	104
2019 Q3	$233K	Buy	5,278 +69	+1%	+$2.9K	0.04%	99
2019 Q2	$217K	Buy	+5,209	New	+$210K	0.04%	128

Other funds holding XHB

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ARS Investment Partners's XHB Position: Q1 2021 in Review

ARS Investment Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2021, closing a stake of 4,505 shares — an estimated $260K sold.

ARS Investment Partners first reported a position in XHB in Q2 2019 and held it in 5 quarters. The position peaked at $260K in Q4 2020. 245 funds tracked by Wall St. Rank hold XHB as of Q1 2021.

ARS Investment Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2021 after selling out during the quarter.
ARS Investment Partners sold 4,505 State Street SPDR S&P Homebuilders ETF shares in Q1 2021, an estimated $260K.
ARS Investment Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2019 and held it in 5 quarters.
ARS Investment Partners's State Street SPDR S&P Homebuilders ETF position peaked at $260K in Q4 2020.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2021.

Based on ARS Investment Partners's 13F filing for Q1 2021, filed 13 May 2021.