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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
$13.1K Sell
390
-120
-24% -$4.24K ﹤0.01% 557
2016
Q2
$13.1K Buy
+510
New +$17.2K ﹤0.01% 1623
2015
Q4
$9.23K Buy
+270
New +$9.6K ﹤0.01% 1176

Other funds holding XHB

WealthPLAN Partners's XHB Position: Q3 2016 in Review

WealthPLAN Partners reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 24% in Q3 2016, selling an estimated $4.24K and leaving 390 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

WealthPLAN Partners first reported a position in XHB in Q4 2015 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold XHB as of Q3 2016.

  • WealthPLAN Partners held 390 shares of State Street SPDR S&P Homebuilders ETF worth $13.1K as of Q3 2016.
  • WealthPLAN Partners sold 120 State Street SPDR S&P Homebuilders ETF shares in Q3 2016, an estimated $4.24K.
  • State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #557 holding.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2015 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.