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Keebeck Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Keebeck Wealth 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
2020
Q3 		– Sell
-2,176
Closed -$95K – 365
2020
Q2 		$95K Sell
2,176
-18,466
-89% -$701K 0.03% 184
2020
Q1 		$614K Sell
20,642
-1,435
-6% -$61.2K 0.26% 79
2019
Q4 		$1M Buy
+22,077
New +$999K 0.32% 63

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keebeck Wealth Management's XHB Position: Q3 2020 in Review

Keebeck Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2020, closing a stake of 2,176 shares — an estimated $95K sold.

Keebeck Wealth Management first reported a position in XHB in Q4 2019 and held it in 3 quarters. The position peaked at $1M in Q4 2019. 202 funds tracked by Wall St. Rank hold XHB as of Q3 2020.

  • Keebeck Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2020 after selling out during the quarter.
  • Keebeck Wealth Management sold 2,176 State Street SPDR S&P Homebuilders ETF shares in Q3 2020, an estimated $95K.
  • Keebeck Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2019 and held it in 3 quarters.
  • Keebeck Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $1M in Q4 2019.
  • 202 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.