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

Financial Advocates Investment 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 Q1	–	Sell	-18,050	Closed	-$1.73M	–	813
2023 Q4	$1.73M	Buy	18,050 +4,143	+30%	+$337K	0.11%	190
2023 Q3	$1.06M	Buy	13,907 +7,520	+118%	+$611K	0.08%	257
2023 Q2	$513K	Sell	6,387 -70	-1%	-$5.01K	0.04%	395
2023 Q1	$438K	Buy	+6,457	New	+$431K	0.03%	457
2022 Q2	–	Sell	-4,803	Closed	-$304K	–	798
2022 Q1	$304K	Buy	+4,803	New	+$346K	0.02%	574
2020 Q3	–	Sell	-78,863	Closed	-$2.43M	–	691
2020 Q2	$2.43M	Buy	+78,863	New	+$2.99M	0.23%	104

Other funds holding XHB

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Financial Advocates Investment Management's XHB Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2024, closing a stake of 18,050 shares — an estimated $1.73M sold.

Financial Advocates Investment Management first reported a position in XHB in Q2 2020 and held it in 6 quarters. The position peaked at $2.43M in Q2 2020. 302 funds tracked by Wall St. Rank hold XHB as of Q1 2024.

Financial Advocates Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2024 after selling out during the quarter.
Financial Advocates Investment Management sold 18,050 State Street SPDR S&P Homebuilders ETF shares in Q1 2024, an estimated $1.73M.
Financial Advocates Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2020 and held it in 6 quarters.
Financial Advocates Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $2.43M in Q2 2020.
302 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.