FOCUS Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

FOCUS Wealth Advisors’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
2022 Q2	–	Sell	-47,367	Closed	-$2.99M	–	53
2022 Q1	$2.99M	Buy	47,367 +847	+2%	+$61K	1.78%	12
2021 Q4	$3.99M	Buy	46,520 +1,921	+4%	+$154K	2.39%	7
2021 Q3	$3.2M	Buy	44,599 +795	+2%	+$59.8K	2.17%	9
2021 Q2	$3.21M	Sell	43,804 -6,976	-14%	-$515K	2.23%	8
2021 Q1	$3.63M	Sell	50,780 -512	-1%	-$32.6K	2.68%	7
2020 Q4	$2.96M	Buy	+51,292	New	+$2.9M	2.28%	10

Other funds holding XHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FOCUS Wealth Advisors's XHB Position: Q2 2022 in Review

FOCUS Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2022, closing a stake of 47,367 shares — an estimated $2.99M sold.

FOCUS Wealth Advisors first reported a position in XHB in Q4 2020 and held it in 6 quarters. The position peaked at $3.99M in Q4 2021. 207 funds tracked by Wall St. Rank hold XHB as of Q2 2022.

FOCUS Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2022 after selling out during the quarter.
FOCUS Wealth Advisors sold 47,367 State Street SPDR S&P Homebuilders ETF shares in Q2 2022, an estimated $2.99M.
FOCUS Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and held it in 6 quarters.
FOCUS Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $3.99M in Q4 2021.
207 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2022.

Based on FOCUS Wealth Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.