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

WealthSource 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
2021 Q3	–	Sell	-12,768	Closed	-$935K	–	540
2021 Q2	$935K	Buy	+12,768	New	+$943K	0.08%	177
2020 Q1	–	Sell	-10,409	Closed	-$474K	–	448
2019 Q4	$474K	Hold	10,409	–	–	0.06%	242
2019 Q3	$459K	Sell	10,409 -100	-1%	-$4.2K	0.07%	253
2019 Q2	$438K	Buy	+10,509	New	+$424K	0.07%	265

Other funds holding XHB

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's XHB Position: Q3 2021 in Review

WealthSource Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2021, closing a stake of 12,768 shares — an estimated $935K sold.

WealthSource Partners first reported a position in XHB in Q2 2019 and held it in 4 quarters. The position peaked at $935K in Q2 2021. 238 funds tracked by Wall St. Rank hold XHB as of Q3 2021.

WealthSource Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2021 after selling out during the quarter.
WealthSource Partners sold 12,768 State Street SPDR S&P Homebuilders ETF shares in Q3 2021, an estimated $935K.
WealthSource Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2019 and held it in 4 quarters.
WealthSource Partners's State Street SPDR S&P Homebuilders ETF position peaked at $935K in Q2 2021.
238 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.