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Concord Wealth Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-96
Closed -$9.18K – 915
2023
Q4 		$9.18K Buy
+96
New +$7.8K ﹤0.01% 576

Other funds holding XHB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Concord Wealth Partners's XHB Position: Q1 2024 in Review

Concord Wealth Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2024, closing a stake of 96 shares — an estimated $9.18K sold.

Concord Wealth Partners first reported a position in XHB in Q4 2023 and held it in 1 quarter. The position peaked at $9.18K in Q4 2023. 301 funds tracked by Wall St. Rank hold XHB as of Q1 2024.

  • Concord Wealth Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 96 State Street SPDR S&P Homebuilders ETF shares in Q1 2024, an estimated $9.18K.
  • Concord Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and held it in 1 quarter.
  • Concord Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $9.18K in Q4 2023.
  • 301 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.