RWA Wealth Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

RWA Wealth Partners’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 Q4	–	Sell	-58,037	Closed	-$2.56M	–	245
2019 Q3	$2.56M	Buy	58,037 +9,360	+19%	+$393K	0.27%	84
2019 Q2	$2.03M	Buy	+48,677	New	+$1.97M	0.22%	88
2018 Q3	–	Sell	-273	Closed	-$11K	–	707
2018 Q2	$11K	Buy	+273	New	+$10.9K	﹤0.01%	614
2018 Q1	–	Sell	-148,982	Closed	-$6.59M	–	604
2017 Q4	$6.59M	Buy	148,982 +67,993	+84%	+$2.85M	0.74%	33
2017 Q3	$3.23M	Buy	+80,989	New	+$3.12M	0.36%	77

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RWA Wealth Partners's XHB Position: Q4 2019 in Review

RWA Wealth Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2019, closing a stake of 58,037 shares — an estimated $2.56M sold.

RWA Wealth Partners first reported a position in XHB in Q3 2017 and held it in 5 quarters. The position peaked at $6.59M in Q4 2017. 169 funds tracked by Wall St. Rank hold XHB as of Q4 2019.

RWA Wealth Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2019 after selling out during the quarter.
RWA Wealth Partners sold 58,037 State Street SPDR S&P Homebuilders ETF shares in Q4 2019, an estimated $2.56M.
RWA Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2017 and held it in 5 quarters.
RWA Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $6.59M in Q4 2017.
169 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2019.

Based on RWA Wealth Partners's 13F filing for Q4 2019, filed 7 Feb 2020.