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Legacy Capital Group California’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-6,914
Closed -$529K – 318
2023
Q3 		$529K Buy
6,914
+51
+0.7% +$4.14K 0.23% 133
2023
Q2 		$551K Buy
+6,863
New +$492K 0.23% 135

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legacy Capital Group California's XHB Position: Q4 2023 in Review

Legacy Capital Group California sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2023, closing a stake of 6,914 shares — an estimated $529K sold.

Legacy Capital Group California first reported a position in XHB in Q2 2023 and held it in 2 quarters. The position peaked at $551K in Q2 2023. 281 funds tracked by Wall St. Rank hold XHB as of Q4 2023.

  • Legacy Capital Group California reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 6,914 State Street SPDR S&P Homebuilders ETF shares in Q4 2023, an estimated $529K.
  • Legacy Capital Group California first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2023 and held it in 2 quarters.
  • Legacy Capital Group California's State Street SPDR S&P Homebuilders ETF position peaked at $551K in Q2 2023.
  • 281 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2023.

Based on Legacy Capital Group California's 13F filing for Q4 2023, filed 8 Feb 2024.