Longer Investments’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Longer Investments’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	-90,710	Closed	-$3.38M	–	42
2017 Q1	$3.38M	Buy	+90,710	New	+$3.23M	3.24%	9
2016 Q4	–	Sell	-80,187	Closed	-$2.72M	–	47
2016 Q3	$2.72M	Sell	80,187 -17,805	-18%	-$629K	2.36%	10
2016 Q2	$3.29M	Buy	97,992 +6,575	+7%	+$222K	3.61%	7
2016 Q1	$3.09M	Buy	+91,417	New	+$2.84M	2.56%	12
2014 Q3	–	Sell	-79,190	Closed	-$2.59M	–	47
2014 Q2	$2.59M	Buy	+79,190	New	+$2.51M	1.96%	15

Other funds holding XHB

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Longer Investments's XHB Position: Q2 2017 in Review

Longer Investments sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2017, closing a stake of 90,710 shares — an estimated $3.38M sold.

Longer Investments first reported a position in XHB in Q2 2014 and held it in 5 quarters. The position peaked at $3.38M in Q1 2017. 145 funds tracked by Wall St. Rank hold XHB as of Q2 2017.

Longer Investments reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2017 after selling out during the quarter.
Longer Investments sold 90,710 State Street SPDR S&P Homebuilders ETF shares in Q2 2017, an estimated $3.38M.
Longer Investments first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2014 and held it in 5 quarters.
Longer Investments's State Street SPDR S&P Homebuilders ETF position peaked at $3.38M in Q1 2017.
145 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2017.

Based on Longer Investments's 13F filing for Q2 2017, filed 19 Jul 2017.