Gradient Investments’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-12	Closed	-$1.21K	–	1314
2024 Q2	$1.21K	Buy	+12	New	+$1.25K	﹤0.01%	1053
2024 Q1	–	Sell	-472	Closed	-$47.2K	–	1222
2023 Q4	$45.2K	Buy	472 +9	+2%	+$732	﹤0.01%	562
2023 Q3	$35.5K	Hold	463	–	–	﹤0.01%	576
2023 Q2	$37.2K	Hold	463	–	–	﹤0.01%	567
2023 Q1	$31.4K	Hold	463	–	–	﹤0.01%	583
2022 Q4	$27.9K	Hold	463	–	–	﹤0.01%	615
2022 Q3	$25K	Hold	463	–	–	﹤0.01%	625
2022 Q2	$25K	Hold	463	–	–	﹤0.01%	607
2022 Q1	$29K	Hold	463	–	–	﹤0.01%	579
2021 Q4	$40K	Hold	463	–	–	﹤0.01%	517
2021 Q3	$33K	Hold	463	–	–	﹤0.01%	549
2021 Q2	$34K	Hold	463	–	–	﹤0.01%	546
2021 Q1	$33K	Buy	+463	New	+$29.5K	﹤0.01%	537
2020 Q3	–	Sell	-100	Closed	-$4K	–	1235
2020 Q2	$4K	Buy	+100	New	+$3.8K	﹤0.01%	805
2018 Q4	–	Sell	-394	Closed	-$15K	–	1110
2018 Q3	$15K	Buy	+394	New	+$15.7K	﹤0.01%	563
2014 Q1	–	Sell	-59	Closed	-$2K	–	642
2013 Q4	$2K	Buy	+59	New	+$1.83K	﹤0.01%	524

Other funds holding XHB

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Gradient Investments's XHB Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2024, closing a stake of 12 shares — an estimated $1.21K sold.

Gradient Investments first reported a position in XHB in Q4 2013 and held it in 16 quarters. The position peaked at $45.2K in Q4 2023. 331 funds tracked by Wall St. Rank hold XHB as of Q3 2024.

Gradient Investments reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 12 State Street SPDR S&P Homebuilders ETF shares in Q3 2024, an estimated $1.21K.
Gradient Investments first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2013 and held it in 16 quarters.
Gradient Investments's State Street SPDR S&P Homebuilders ETF position peaked at $45.2K in Q4 2023.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.