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

Smith & Howard 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
2013 Q3	–	Sell	-3,000	Closed	-$88K	–	272
2013 Q2	$88K	Buy	+3,000	New	+$90.9K	0.06%	81

Other funds holding XHB

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

MAM

Marketfield Asset Management New York $127M AUM 30.51% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Smith & Howard Wealth Management's XHB Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2013, closing a stake of 3,000 shares — an estimated $88K sold.

Smith & Howard Wealth Management first reported a position in XHB in Q2 2013 and held it in 1 quarter. The position peaked at $88K in Q2 2013. 123 funds tracked by Wall St. Rank hold XHB as of Q3 2013.

Smith & Howard Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2013 after selling out during the quarter.
Smith & Howard Wealth Management sold 3,000 State Street SPDR S&P Homebuilders ETF shares in Q3 2013, an estimated $88K.
Smith & Howard Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 1 quarter.
Smith & Howard Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $88K in Q2 2013.
123 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.