FGAM
XHB icon

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

Financial Gravity Asset 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
Q2 		– Sell
-300
Closed -$28.7K – 1802
2024
Q1 		$28.7K Hold
300
– – 0.01% 331
2023
Q4 		$28.7K Buy
+300
New +$24.4K 0.01% 336

Other funds holding XHB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Financial Gravity Asset Management's XHB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2024, closing a stake of 300 shares — an estimated $28.7K sold.

Financial Gravity Asset Management first reported a position in XHB in Q4 2023 and held it in 2 quarters. The position peaked at $28.7K in Q1 2024. 291 funds tracked by Wall St. Rank hold XHB as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 300 State Street SPDR S&P Homebuilders ETF shares in Q2 2024, an estimated $28.7K.
  • Financial Gravity Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $28.7K in Q1 2024.
  • 291 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.