MinichMacGregor Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

MinichMacGregor Wealth Management’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
2019 Q1	–	Sell	-25,600	Closed	-$1.02M	–	119
2018 Q4	$1.02M	Buy	25,600 +25,475	+20,380%	+$876K	0.7%	51
2018 Q3	$4K	Hold	125	–	–	﹤0.01%	418
2018 Q2	$4K	Hold	125	–	–	﹤0.01%	413
2018 Q1	$5K	Buy	125 +1	+0.8%	+$43	﹤0.01%	379
2017 Q4	$5K	Hold	124	–	–	﹤0.01%	374
2017 Q3	$4K	Hold	124	–	–	﹤0.01%	367
2017 Q2	$4K	Hold	124	–	–	﹤0.01%	365
2017 Q1	$4K	Buy	124 +1	+0.8%	+$36	﹤0.01%	361
2016 Q4	$4K	Hold	123	–	–	﹤0.01%	356
2016 Q3	$4K	Sell	123 -123	-50%	-$4.34K	﹤0.01%	350
2016 Q2	$8K	Hold	246	–	–	0.01%	295
2016 Q1	$8K	Buy	246 +2	+0.8%	+$62	0.01%	283
2015 Q4	$8K	Buy	+244	New	+$8.68K	0.01%	258

Other funds holding XHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

MinichMacGregor Wealth Management's XHB Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2019, closing a stake of 25,600 shares — an estimated $1.02M sold.

MinichMacGregor Wealth Management first reported a position in XHB in Q4 2015 and held it in 13 quarters. The position peaked at $1.02M in Q4 2018. 147 funds tracked by Wall St. Rank hold XHB as of Q1 2019.

MinichMacGregor Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2019 after selling out during the quarter.
MinichMacGregor Wealth Management sold 25,600 State Street SPDR S&P Homebuilders ETF shares in Q1 2019, an estimated $1.02M.
MinichMacGregor Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $1.02M in Q4 2018.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.