AMJ Financial Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

AMJ Financial Wealth 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
2024 Q3	–	Sell	-4,860	Closed	-$491K	–	92
2024 Q2	$491K	Sell	4,860 -10	-0.2%	-$1.04K	0.15%	58
2024 Q1	$543K	Buy	+4,870	New	+$487K	0.18%	57
2022 Q1	–	Sell	-3,220	Closed	-$276K	–	108
2021 Q4	$276K	Buy	+3,220	New	+$258K	0.1%	80
2020 Q1	–	Sell	-13,000	Closed	-$592K	–	66
2019 Q4	$592K	Buy	+13,000	New	+$588K	0.42%	45

Other funds holding XHB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

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

AMJ Financial Wealth Management's XHB Position: Q3 2024 in Review

AMJ Financial Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2024, closing a stake of 4,860 shares — an estimated $491K sold.

AMJ Financial Wealth Management first reported a position in XHB in Q4 2019 and held it in 4 quarters. The position peaked at $592K in Q4 2019. 331 funds tracked by Wall St. Rank hold XHB as of Q3 2024.

AMJ Financial Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2024 after selling out during the quarter.
AMJ Financial Wealth Management sold 4,860 State Street SPDR S&P Homebuilders ETF shares in Q3 2024, an estimated $491K.
AMJ Financial Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2019 and held it in 4 quarters.
AMJ Financial Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $592K in Q4 2019.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2024.

Based on AMJ Financial Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.