FWA
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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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return