EWM
XHB icon

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

EPG 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
2023
Q1 		– Sell
-161
Closed -$9.72K – 423
2022
Q4 		$9.72K Hold
161
– – ﹤0.01% 330
2022
Q3 		$9K Buy
+161
New +$9.76K ﹤0.01% 338

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EPG Wealth Management's XHB Position: Q1 2023 in Review

EPG Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2023, closing a stake of 161 shares — an estimated $9.72K sold.

EPG Wealth Management first reported a position in XHB in Q3 2022 and held it in 2 quarters. The position peaked at $9.72K in Q4 2022. 203 funds tracked by Wall St. Rank hold XHB as of Q1 2023.

  • EPG Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2023 after selling out during the quarter.
  • EPG Wealth Management sold 161 State Street SPDR S&P Homebuilders ETF shares in Q1 2023, an estimated $9.72K.
  • EPG Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2022 and held it in 2 quarters.
  • EPG Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $9.72K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2023.

Based on EPG Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.