Independent Portfolio Consultants’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Independent Portfolio Consultants’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
2016 Q4	–	Sell	-1,950	Closed	-$66K	–	864
2016 Q3	$66K	Hold	1,950	–	–	0.02%	499
2016 Q2	$65K	Hold	1,950	–	–	0.02%	514
2016 Q1	$66K	Hold	1,950	–	–	0.02%	534
2015 Q4	$67K	Hold	1,950	–	–	0.02%	535
2015 Q3	$67K	Hold	1,950	–	–	0.01%	540
2015 Q2	$71K	Buy	1,950 +315	+19%	+$11.4K	0.01%	565
2015 Q1	$60K	Sell	1,635 -425	-21%	-$15K	0.01%	588
2014 Q4	$70K	Buy	+2,060	New	+$65.3K	0.01%	584

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Independent Portfolio Consultants's XHB Position: Q4 2016 in Review

Independent Portfolio Consultants sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2016, closing a stake of 1,950 shares — an estimated $66K sold.

Independent Portfolio Consultants first reported a position in XHB in Q4 2014 and held it in 8 quarters. The position peaked at $71K in Q2 2015. 143 funds tracked by Wall St. Rank hold XHB as of Q4 2016.

Independent Portfolio Consultants reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2016 after selling out during the quarter.
Independent Portfolio Consultants sold 1,950 State Street SPDR S&P Homebuilders ETF shares in Q4 2016, an estimated $66K.
Independent Portfolio Consultants first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2014 and held it in 8 quarters.
Independent Portfolio Consultants's State Street SPDR S&P Homebuilders ETF position peaked at $71K in Q2 2015.
143 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2016.

Based on Independent Portfolio Consultants's 13F filing for Q4 2016, filed 12 Jan 2017.