Hefty Wealth Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Hefty Wealth 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
2017 Q2	–	Sell	-1,644	Closed	-$61K	–	261
2017 Q1	$61K	Buy	1,644 +80	+5%	+$2.85K	0.04%	120
2016 Q4	$52K	Buy	1,564 +66	+4%	+$2.21K	0.04%	118
2016 Q3	$50K	Hold	1,498	–	–	0.04%	129
2016 Q2	$50K	Buy	+1,498	New	+$50.6K	0.04%	109

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Hefty Wealth Partners's XHB Position: Q2 2017 in Review

Hefty Wealth Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2017, closing a stake of 1,644 shares — an estimated $61K sold.

Hefty Wealth Partners first reported a position in XHB in Q2 2016 and held it in 4 quarters. The position peaked at $61K in Q1 2017. 144 funds tracked by Wall St. Rank hold XHB as of Q2 2017.

Hefty Wealth Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2017 after selling out during the quarter.
Hefty Wealth Partners sold 1,644 State Street SPDR S&P Homebuilders ETF shares in Q2 2017, an estimated $61K.
Hefty Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2016 and held it in 4 quarters.
Hefty Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $61K in Q1 2017.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2017.

Based on Hefty Wealth Partners's 13F filing for Q2 2017, filed 6 Jul 2017.