Bedel Financial Consulting’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-961	Closed	-$61K	–	934
2022 Q1	$61K	Hold	961	–	–	0.02%	358
2021 Q4	$82K	Hold	961	–	–	0.03%	312
2021 Q3	$69K	Hold	961	–	–	0.02%	340
2021 Q2	$70K	Hold	961	–	–	0.02%	334
2021 Q1	$68K	Hold	961	–	–	0.03%	325
2020 Q4	$55K	Hold	961	–	–	0.02%	304
2020 Q3	$52K	Hold	961	–	–	0.03%	297
2020 Q2	$42K	Sell	961 -525	-35%	-$19.9K	0.02%	300
2020 Q1	$44K	Hold	1,486	–	–	0.03%	278
2019 Q4	$68K	Hold	1,486	–	–	0.04%	255
2019 Q3	$66K	Hold	1,486	–	–	0.04%	254
2019 Q2	$62K	Hold	1,486	–	–	0.04%	254
2019 Q1	$57K	Hold	1,486	–	–	0.04%	255
2018 Q4	$48K	Hold	1,486	–	–	0.03%	256
2018 Q3	$52K	Hold	1,486	–	–	0.03%	268
2018 Q2	$59K	Hold	1,486	–	–	0.04%	253
2018 Q1	$61K	Buy	+1,486	New	+$63.9K	0.05%	249

Other funds holding XHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bedel Financial Consulting's XHB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2022, closing a stake of 961 shares — an estimated $61K sold.

Bedel Financial Consulting first reported a position in XHB in Q1 2018 and held it in 17 quarters. The position peaked at $82K in Q4 2021. 207 funds tracked by Wall St. Rank hold XHB as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 961 State Street SPDR S&P Homebuilders ETF shares in Q2 2022, an estimated $61K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's State Street SPDR S&P Homebuilders ETF position peaked at $82K in Q4 2021.
207 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.