FFW
XHB icon

Fusion Family Wealth’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Fusion Family Wealth’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
2019
Q1 		– Sell
-337
Closed -$11K – 245
2018
Q4 		$11K Sell
337
-245
-42% -$8.43K ﹤0.01% 182
2018
Q3 		$22K Sell
582
-250
-30% -$9.99K 0.01% 165
2018
Q2 		$33K Hold
832
– – 0.01% 149
2018
Q1 		$34K Sell
832
-37
-4% -$1.59K 0.01% 138
2017
Q4 		$38K Hold
869
– – 0.01% 145
2017
Q3 		$35K Hold
869
– – 0.01% 104
2017
Q2 		$33K Buy
869
+374
+76% +$14.1K 0.01% 144
2017
Q1 		$18K Sell
495
-625
-56% -$22.3K 0.01% 176
2016
Q4 		$38K Buy
+1,120
New +$37.5K 0.02% 140

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return