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

Sheets Smith 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
2014
Q3 		– Sell
-33,075
Closed -$1.08M – 276
2014
Q2 		$1.08M Hold
33,075
– – 0.29% 101
2014
Q1 		$1.08M Hold
33,075
– – 0.3% 89
2013
Q4 		$1.1M Hold
33,075
– – 0.3% 84
2013
Q3 		$1.01M Hold
33,075
– – 0.33% 78
2013
Q2 		$973K Buy
+33,075
New +$1M 0.33% 80

Other funds holding XHB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return