JP Morgan Private Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $322K | Sell |
4,211
-1,429
| -25% | -$116K | ﹤0.01% | 1441 |
|
|
2023
Q2 | $453K | Sell |
5,640
-703
| -11% | -$50.4K | ﹤0.01% | 1075 |
|
|
2023
Q1 | $430K | Buy |
6,343
+1,164
| +22% | +$77.8K | ﹤0.01% | 1532 |
|
|
2022
Q4 | $312K | Buy |
5,179
+358
| +7% | +$21.3K | ﹤0.01% | 1642 |
|
|
2022
Q3 | $264K | Buy |
4,821
+95
| +2% | +$5.76K | ﹤0.01% | 1710 |
|
|
2022
Q2 | $259K | Sell |
4,726
-759
| -14% | -$45.7K | ﹤0.01% | 1724 |
|
|
2022
Q1 | $347K | Sell |
5,485
-1,300
| -19% | -$93.7K | ﹤0.01% | 1691 |
|
|
2021
Q4 | $582K | Sell |
6,785
-736
| -10% | -$59K | ﹤0.01% | 1492 |
|
|
2021
Q3 | $540K | Buy |
7,521
+2,138
| +40% | +$161K | ﹤0.01% | 1472 |
|
|
2021
Q2 | $394K | Buy |
5,383
+650
| +14% | +$48K | ﹤0.01% | 1574 |
|
|
2021
Q1 | $333K | Sell |
4,733
-477
| -9% | -$30.4K | ﹤0.01% | 1489 |
|
|
2020
Q4 | $300K | Buy |
5,210
+871
| +20% | +$49.2K | ﹤0.01% | 1497 |
|
|
2020
Q3 | $234K | Buy |
+4,339
| New | +$219K | ﹤0.01% | 1472 |
|
|
2020
Q2 | – | Sell |
-7,174
| Closed | -$214K | – | 1602 |
|
|
2020
Q1 | $214K | Buy |
7,174
+1,586
| +28% | +$67.7K | ﹤0.01% | 1275 |
|
|
2019
Q4 | $254K | Buy |
5,588
+46
| +0.8% | +$2.08K | ﹤0.01% | 1307 |
|
|
2019
Q3 | $244K | Sell |
5,542
-1,069
| -16% | -$44.9K | ﹤0.01% | 1263 |
|
|
2019
Q2 | $276K | Sell |
6,611
-15,756
| -70% | -$636K | ﹤0.01% | 1180 |
|
|
2019
Q1 | $862K | Buy |
22,367
+12,264
| +121% | +$454K | ﹤0.01% | 841 |
|
|
2018
Q4 | $329K | Buy |
10,103
+3,833
| +61% | +$132K | ﹤0.01% | 1123 |
|
|
2018
Q3 | $241K | Buy |
6,270
+628
| +11% | +$25.1K | ﹤0.01% | 1397 |
|
|
2018
Q2 | $224K | Buy |
5,642
+109
| +2% | +$4.36K | ﹤0.01% | 1318 |
|
|
2018
Q1 | $226K | Buy |
5,533
+204
| +4% | +$8.78K | ﹤0.01% | 1148 |
|
|
2017
Q4 | $236K | Buy |
+5,329
| New | +$224K | ﹤0.01% | 1135 |
|
|
2016
Q4 | – | Sell |
-6,863
| Closed | -$233K | – | 1305 |
|
|
2016
Q3 | $233K | Sell |
6,863
-2,013
| -23% | -$71.1K | ﹤0.01% | 1088 |
|
|
2016
Q2 | $297K | Buy |
+8,876
| New | +$300K | ﹤0.01% | 986 |
|
|
2015
Q3 | – | Sell |
-5,581
| Closed | -$204K | – | 1148 |
|
|
2015
Q2 | $204K | Buy |
5,581
+100
| +2% | +$3.61K | ﹤0.01% | 969 |
|
|
2015
Q1 | $202K | Sell |
5,481
-491
| -8% | -$17.4K | ﹤0.01% | 1039 |
|
|
2014
Q4 | $204K | Buy |
+5,972
| New | +$189K | ﹤0.01% | 994 |
|
|
2014
Q2 | – | Sell |
-26,797
| Closed | -$872K | – | 926 |
|
|
2014
Q1 | $872K | Buy |
26,797
+71
| +0.3% | +$2.31K | 0.02% | 426 |
|
|
2013
Q4 | $890K | Sell |
26,726
-36,431
| -58% | -$1.13M | 0.02% | 365 |
|
|
2013
Q3 | $1.93M | Sell |
63,157
-1,203
| -2% | -$36K | 0.04% | 248 |
|
|
2013
Q2 | $1.89M | Buy |
+64,360
| New | +$1.95M | 0.05% | 248 |
|
Other funds holding XHB
N
JP Morgan Private Wealth Advisors's XHB Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 25% in Q3 2023, selling an estimated $116K and leaving 4,211 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.
JP Morgan Private Wealth Advisors first reported a position in XHB in Q2 2013 and has held it in 32 quarters since. The position peaked at $1.93M in Q3 2013. 244 funds tracked by Wall St. Rank hold XHB as of Q3 2023.
- JP Morgan Private Wealth Advisors held 4,211 shares of State Street SPDR S&P Homebuilders ETF worth $322K as of Q3 2023.
- JP Morgan Private Wealth Advisors sold 1,429 State Street SPDR S&P Homebuilders ETF shares in Q3 2023, an estimated $116K.
- State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1441 holding.
- JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and has held it in 32 quarters since.
- JP Morgan Private Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $1.93M in Q3 2013.
- 244 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.