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Wisconsin Capital Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Wisconsin Capital 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
Q4 		– Sell
-90,050
Closed -$2.75M – 107
2013
Q3 		$2.75M Sell
90,050
-45,600
-34% -$1.36M 1.17% 43
2013
Q2 		$3.99M Buy
+135,650
New +$4.11M 1.69% 26

Other funds holding XHB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Wisconsin Capital Management's XHB Position: Q4 2013 in Review

Wisconsin Capital Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2013, closing a stake of 90,050 shares — an estimated $2.75M sold.

Wisconsin Capital Management first reported a position in XHB in Q2 2013 and held it in 2 quarters. The position peaked at $3.99M in Q2 2013. 141 funds tracked by Wall St. Rank hold XHB as of Q4 2013.

  • Wisconsin Capital Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2013 after selling out during the quarter.
  • Wisconsin Capital Management sold 90,050 State Street SPDR S&P Homebuilders ETF shares in Q4 2013, an estimated $2.75M.
  • Wisconsin Capital Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 2 quarters.
  • Wisconsin Capital Management's State Street SPDR S&P Homebuilders ETF position peaked at $3.99M in Q2 2013.
  • 141 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2013.

Based on Wisconsin Capital Management's 13F filing for Q4 2013, filed 11 Feb 2014.