Ownership history in CHARTIST INC /CA/ · 48 quarters on record
This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in SPDR S&P HOMEBUILDERS ETF Com (XHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 10,001 | -287 | -2.8% | 0.70% | $1.0M | $102.96 |
| 2025 Q3 | REDUCED | 10,288 | -1,118 | -9.8% | 0.78% | $1.1M | $110.61 |
| 2024 Q4 | ADDED | 11,406 | +44 | +0.4% | 0.62% | $1.2M | $103.68 |
| 2024 Q3 | REDUCED | 11,362 | -375 | -3.2% | 0.73% | $1.4M | $123.37 |
As of 2025 Q4 — sorted by position size