KFA Private Wealth Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

KFA Private Wealth Group’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
2023 Q2	–	Sell	-3,830	Closed	-$260K	–	79
2023 Q1	$260K	Buy	+3,830	New	+$256K	0.12%	69
2022 Q4	–	Sell	-35,446	Closed	-$1.94M	–	72
2022 Q3	$1.94M	Sell	35,446 -4,720	-12%	-$286K	1.03%	19
2022 Q2	$2.2M	Buy	40,166 +2,014	+5%	+$121K	1.21%	18
2022 Q1	$2.41M	Buy	38,152 +2,717	+8%	+$196K	1.21%	18
2021 Q4	$3.04M	Buy	35,435 +5,287	+18%	+$424K	1.51%	16
2021 Q3	$2.16M	Buy	30,148 +1,964	+7%	+$148K	1.18%	17
2021 Q2	$2.06M	Buy	28,184 +2,243	+9%	+$166K	1.13%	18
2021 Q1	$1.82M	Buy	25,941 +2,592	+11%	+$165K	1.06%	18
2020 Q4	$1.35M	Buy	23,349 +5,951	+34%	+$336K	0.85%	22
2020 Q3	$937K	Buy	+17,398	New	+$880K	0.7%	23

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

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

KFA Private Wealth Group's XHB Position: Q2 2023 in Review

KFA Private Wealth Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2023, closing a stake of 3,830 shares — an estimated $260K sold.

KFA Private Wealth Group first reported a position in XHB in Q3 2020 and held it in 10 quarters. The position peaked at $3.04M in Q4 2021. 238 funds tracked by Wall St. Rank hold XHB as of Q2 2023.

KFA Private Wealth Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2023 after selling out during the quarter.
KFA Private Wealth Group sold 3,830 State Street SPDR S&P Homebuilders ETF shares in Q2 2023, an estimated $260K.
KFA Private Wealth Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2020 and held it in 10 quarters.
KFA Private Wealth Group's State Street SPDR S&P Homebuilders ETF position peaked at $3.04M in Q4 2021.
238 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2023.

Based on KFA Private Wealth Group's 13F filing for Q2 2023, filed 18 Jul 2023.