Institutional & Family Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Institutional & Family Asset Management’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
2022 Q2	–	Sell	-3,510	Closed	-$222K	–	807
2022 Q1	$222K	Sell	3,510 -2,043	-37%	-$147K	0.03%	151
2021 Q4	$476K	Buy	5,553 +627	+13%	+$50.2K	0.07%	116
2021 Q3	$353K	Hold	4,926	–	–	0.06%	137
2021 Q2	$361K	Buy	+4,926	New	+$364K	0.06%	137

Other funds holding XHB

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Institutional & Family Asset Management's XHB Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2022, closing a stake of 3,510 shares — an estimated $222K sold.

Institutional & Family Asset Management first reported a position in XHB in Q2 2021 and held it in 4 quarters. The position peaked at $476K in Q4 2021. 206 funds tracked by Wall St. Rank hold XHB as of Q2 2022.

Institutional & Family Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 3,510 State Street SPDR S&P Homebuilders ETF shares in Q2 2022, an estimated $222K.
Institutional & Family Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and held it in 4 quarters.
Institutional & Family Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $476K in Q4 2021.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.