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

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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Inspirion Wealth Advisors's XHB Position: Q3 2018 in Review

Inspirion Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2018, closing a stake of 6,299 shares — an estimated $249K sold.

Inspirion Wealth Advisors first reported a position in XHB in Q4 2014 and held it in 15 quarters. The position peaked at $1.3M in Q4 2014. 131 funds tracked by Wall St. Rank hold XHB as of Q3 2018.

Inspirion Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2018 after selling out during the quarter.
Inspirion Wealth Advisors sold 6,299 State Street SPDR S&P Homebuilders ETF shares in Q3 2018, an estimated $249K.
Inspirion Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2014 and held it in 15 quarters.
Inspirion Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $1.3M in Q4 2014.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2018.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.