Edge Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Edge Wealth Management’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
2020 Q4	–	Sell	-62	Closed	-$3K	–	461
2020 Q3	$3K	Buy	+62	New	+$3.13K	﹤0.01%	378
2018 Q4	–	Sell	-120	Closed	-$5K	–	632
2018 Q3	$5K	Hold	120	–	–	﹤0.01%	512
2018 Q2	$5K	Hold	120	–	–	﹤0.01%	495
2018 Q1	$5K	Hold	120	–	–	﹤0.01%	460
2017 Q4	$5K	Hold	120	–	–	﹤0.01%	450
2017 Q3	$5K	Hold	120	–	–	﹤0.01%	441
2017 Q2	$5K	Hold	120	–	–	﹤0.01%	437
2017 Q1	$4K	Hold	120	–	–	﹤0.01%	428
2016 Q4	$4K	Hold	120	–	–	﹤0.01%	405
2016 Q3	$4K	Hold	120	–	–	﹤0.01%	407
2016 Q2	$4K	Hold	120	–	–	﹤0.01%	378
2016 Q1	$4K	Hold	120	–	–	﹤0.01%	354
2015 Q4	$4K	Hold	120	–	–	﹤0.01%	364
2015 Q3	$4K	Hold	120	–	–	﹤0.01%	365
2015 Q2	$4K	Hold	120	–	–	﹤0.01%	360
2015 Q1	$4K	Hold	120	–	–	﹤0.01%	356
2014 Q4	$4K	Hold	120	–	–	﹤0.01%	359
2014 Q3	$4K	Hold	120	–	–	﹤0.01%	356
2014 Q2	$4K	Hold	120	–	–	﹤0.01%	333
2014 Q1	$4K	Hold	120	–	–	﹤0.01%	340
2013 Q4	$4K	Buy	+120	New	+$3.72K	﹤0.01%	308

Other funds holding XHB

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

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

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

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

Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

MMEA

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

RJFSA

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

Edge Wealth Management's XHB Position: Q4 2020 in Review

Edge Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2020, closing a stake of 62 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in XHB in Q4 2013 and held it in 21 quarters. The position peaked at $5K in Q3 2018. 217 funds tracked by Wall St. Rank hold XHB as of Q4 2020.

Edge Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2020 after selling out during the quarter.
Edge Wealth Management sold 62 State Street SPDR S&P Homebuilders ETF shares in Q4 2020, an estimated $3K.
Edge Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2013 and held it in 21 quarters.
Edge Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $5K in Q3 2018.
217 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2020.

Based on Edge Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.