Elm Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Elm Advisors’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
2018 Q4	–	Sell	-300	Closed	-$12K	–	275
2018 Q3	$12K	Buy	+300	New	+$12K	0.01%	251

Other funds holding XHB

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

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

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

Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

Elm Advisors's XHB Position: Q4 2018 in Review

Elm Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2018, closing a stake of 300 shares — an estimated $12K sold.

Elm Advisors first reported a position in XHB in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 149 funds tracked by Wall St. Rank hold XHB as of Q4 2018.

Elm Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2018 after selling out during the quarter.
Elm Advisors sold 300 State Street SPDR S&P Homebuilders ETF shares in Q4 2018, an estimated $12K.
Elm Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2018 and held it in 1 quarter.
Elm Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $12K in Q3 2018.
149 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2018.

Based on Elm Advisors's 13F filing for Q4 2018, filed 8 Jan 2019.