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

Horizon 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
2023
Q3 		– Sell
-2,534
Closed -$203K – 66
2023
Q2 		$203K Buy
+2,534
New +$181K 0.19% 62
2022
Q1 		– Sell
-2,500
Closed -$214K – 64
2021
Q4 		$214K Buy
+2,500
New +$200K 0.22% 45

Other funds holding XHB

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Family Wealth's XHB Position: Q3 2023 in Review

Horizon Family Wealth sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2023, closing a stake of 2,534 shares — an estimated $203K sold.

Horizon Family Wealth first reported a position in XHB in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 243 funds tracked by Wall St. Rank hold XHB as of Q3 2023.

  • Horizon Family Wealth reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2023 after selling out during the quarter.
  • Horizon Family Wealth sold 2,534 State Street SPDR S&P Homebuilders ETF shares in Q3 2023, an estimated $203K.
  • Horizon Family Wealth first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2021 and held it in 2 quarters.
  • Horizon Family Wealth's State Street SPDR S&P Homebuilders ETF position peaked at $214K in Q4 2021.
  • 243 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2023.

Based on Horizon Family Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.