Fortem Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Fortem Financial Group’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
2021 Q1	–	Sell	-225	Closed	-$13K	–	438
2020 Q4	$13K	Buy	+225	New	+$12.7K	0.01%	334

Other funds holding XHB

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

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

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

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fortem Financial Group's XHB Position: Q1 2021 in Review

Fortem Financial Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2021, closing a stake of 225 shares — an estimated $13K sold.

Fortem Financial Group first reported a position in XHB in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 245 funds tracked by Wall St. Rank hold XHB as of Q1 2021.

Fortem Financial Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2021 after selling out during the quarter.
Fortem Financial Group sold 225 State Street SPDR S&P Homebuilders ETF shares in Q1 2021, an estimated $13K.
Fortem Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and held it in 1 quarter.
Fortem Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $13K in Q4 2020.
245 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.