IBEX Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

IBEX 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
2021 Q4	–	Sell	-135	Closed	-$10K	–	431
2021 Q3	$10K	Buy	+135	New	+$10.2K	﹤0.01%	360

Other funds holding XHB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

IBEX Wealth Advisors's XHB Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2021, closing a stake of 135 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in XHB in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2021.

IBEX Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 135 State Street SPDR S&P Homebuilders ETF shares in Q4 2021, an estimated $10K.
IBEX Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $10K in Q3 2021.
312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.