FANJ
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Financial Architects (New Jersey)’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Financial Architects (New Jersey)’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
2018
Q4 		– Sell
-2,000
Closed -$77K – 1518
2018
Q3 		$77K Buy
+2,000
New +$79.9K 0.01% 533

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Architects (New Jersey)'s XHB Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2020, closing a stake of 95 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in XHB in Q1 2016 and held it in 18 quarters. The position peaked at $51K in Q2 2016. 203 funds tracked by Wall St. Rank hold XHB as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 95 State Street SPDR S&P Homebuilders ETF shares in Q3 2020, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s State Street SPDR S&P Homebuilders ETF position peaked at $51K in Q2 2016.
  • 203 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.