IP
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Interval Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Interval Partners’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
Q4 		– Sell
-83,030
Closed -$10.3M – 530
2024
Q3 		$10.3M Buy
+83,030
New +$9.38M 0.3% 104
2023
Q2 		– Hold
0
– – – 402
2023
Q1 		– Hold
0
– – – 379

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return