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

Clear Perspective 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
2021 Q4	$374K	Buy	4,355 +855	+24%	+$68.5K	0.11%	122
2021 Q3	$251K	Buy	+3,500	New	+$263K	0.09%	143
2021 Q2	–	Sell	-3,500	Closed	-$246K	–	167
2021 Q1	$246K	Buy	+3,500	New	+$223K	0.1%	138

Other funds holding XHB

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Clear Perspective Advisors's XHB Position: Q4 2021 in Review

Clear Perspective Advisors increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 24% in Q4 2021, buying an estimated $68.5K and bringing the position to 4,355 shares worth $374K. The position accounts for 0.11% of the portfolio, ranked #122.

Clear Perspective Advisors first reported a position in XHB in Q1 2021 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold XHB as of Q4 2021.

Clear Perspective Advisors held 4,355 shares of State Street SPDR S&P Homebuilders ETF worth $374K as of Q4 2021.
Clear Perspective Advisors bought 855 State Street SPDR S&P Homebuilders ETF shares in Q4 2021, an estimated $68.5K.
State Street SPDR S&P Homebuilders ETF made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #122 holding.
Clear Perspective Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2021 and has held it in 3 quarters since.
314 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.