WFG Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

WFG Advisors’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
2017 Q2	$12K	Hold	300	–	–	﹤0.01%	1097
2017 Q1	$11K	Hold	300	–	–	﹤0.01%	1052
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	1114
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	1137
2016 Q2	$10K	Hold	300	–	–	﹤0.01%	1105
2016 Q1	$10K	Hold	300	–	–	﹤0.01%	1059
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	1090
2015 Q3	$10K	Sell	300 -800	-73%	-$29.4K	﹤0.01%	1101
2015 Q2	$40K	Sell	1,100 -300	-21%	-$10.8K	0.01%	792
2015 Q1	$52K	Hold	1,400	–	–	0.01%	721
2014 Q4	$48K	Hold	1,400	–	–	0.01%	900
2014 Q3	$41K	Sell	1,400 -402	-22%	-$12.5K	0.01%	998
2014 Q2	$59K	Sell	1,802 -2,250	-56%	-$71.3K	0.01%	847
2014 Q1	$132K	Buy	4,052 +1,100	+37%	+$35.7K	0.03%	546
2013 Q4	$98K	Buy	2,952 +1	+0%	+$31	0.01%	752
2013 Q3	$90K	Sell	2,951 -1,849	-39%	-$55.3K	0.01%	736
2013 Q2	$141K	Buy	+4,800	New	+$145K	0.02%	560

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

WFG Advisors's XHB Position: Q2 2017 in Review

WFG Advisors held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2017 at 300 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

WFG Advisors first reported a position in XHB in Q2 2013 and has held it in 17 quarters since. The position peaked at $141K in Q2 2013. 144 funds tracked by Wall St. Rank hold XHB as of Q2 2017.

WFG Advisors held 300 shares of State Street SPDR S&P Homebuilders ETF worth $12K as of Q2 2017.
WFG Advisors left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2017.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1097 holding.
WFG Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $141K in Q2 2013.
144 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.