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IWA
Inspirion Wealth Advisors’s
State Street SPDR S&P Homebuilders ETF
XHB
Stock Holding History
Inspirion Wealth Advisors’s Portfolio
XHB Stock Details
XHB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q3
–
Sell
-6,299
Closed
-$249K
–
78
2018
Q2
$249K
Hold
6,299
–
–
0.12%
63
2018
Q1
$257K
Hold
6,299
–
–
0.13%
60
2017
Q4
$279K
Sell
6,299
-695
-10%
-$29.2K
0.14%
55
2017
Q3
$279K
Hold
6,994
–
–
0.14%
55
2017
Q2
$269K
Hold
6,994
–
–
0.15%
58
2017
Q1
$260K
Hold
6,994
–
–
0.15%
55
2016
Q4
$237K
Hold
6,994
–
–
0.15%
54
2016
Q3
$237K
Hold
6,994
–
–
0.15%
53
2016
Q2
$235K
Sell
6,994
-451
-6%
-$15.2K
0.15%
52
2016
Q1
$252K
Hold
7,445
–
–
0.18%
49
2015
Q4
$254K
Hold
7,445
–
–
0.19%
48
2015
Q3
$255K
Sell
7,445
-2,326
-24%
-$85.4K
0.2%
47
2015
Q2
$358K
Sell
9,771
-2,800
-22%
-$101K
0.26%
39
2015
Q1
$463K
Sell
12,571
-25,631
-67%
-$906K
0.37%
30
2014
Q4
$1.3M
Buy
+38,202
New
+$1.21M
1.21%
19
Other funds holding XHB
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
N
Natixis
Paris, France
$28B AUM
26.79%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
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
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva, Israel
$11.5B AUM
52.5%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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