Wealthspire Advisors (Maryland)’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-463	Closed	-$18K	–	2076
2019 Q1	$18K	Sell	463 -345	-43%	-$12.8K	﹤0.01%	1324
2018 Q4	$26K	Buy	808 +4	+0.5%	+$138	﹤0.01%	1114
2018 Q3	$31K	Buy	804 +1	+0.1%	+$40	﹤0.01%	1137
2018 Q2	$32K	Buy	803 +1	+0.1%	+$40	﹤0.01%	1134
2018 Q1	$33K	Buy	802 +1	+0.1%	+$43	﹤0.01%	1139
2017 Q4	$35K	Buy	801 +1	+0.1%	+$42	﹤0.01%	1149
2017 Q3	$32K	Buy	800 +345	+76%	+$13.3K	﹤0.01%	1137
2017 Q2	$18K	Buy	+455	New	+$17.2K	﹤0.01%	1314

Other funds holding XHB

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s XHB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2019, closing a stake of 463 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in XHB in Q2 2017 and held it in 8 quarters. The position peaked at $35K in Q4 2017. 153 funds tracked by Wall St. Rank hold XHB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 463 State Street SPDR S&P Homebuilders ETF shares in Q2 2019, an estimated $18K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Homebuilders ETF position peaked at $35K in Q4 2017.
153 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.