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

Finer 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 Q3	–	Sell	-5,000	Closed	-$402K	–	85
2023 Q2	$402K	Hold	5,000	–	–	0.31%	57
2023 Q1	$339K	Hold	5,000	–	–	0.29%	64
2022 Q4	$302K	Hold	5,000	–	–	0.28%	68
2022 Q3	$273K	Hold	5,000	–	–	0.27%	68
2022 Q2	$274K	Hold	5,000	–	–	0.25%	71
2022 Q1	$316K	Hold	5,000	–	–	0.26%	69
2021 Q4	$429K	Buy	+5,000	New	+$401K	0.36%	58

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Finer Wealth Management's XHB Position: Q3 2023 in Review

Finer Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2023, closing a stake of 5,000 shares — an estimated $402K sold.

Finer Wealth Management first reported a position in XHB in Q4 2021 and held it in 7 quarters. The position peaked at $429K in Q4 2021. 243 funds tracked by Wall St. Rank hold XHB as of Q3 2023.

Finer Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2023 after selling out during the quarter.
Finer Wealth Management sold 5,000 State Street SPDR S&P Homebuilders ETF shares in Q3 2023, an estimated $402K.
Finer Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2021 and held it in 7 quarters.
Finer Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $429K in Q4 2021.
243 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2023.

Based on Finer Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.