Lehman & Derafelo Financial Resources’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-269	Closed	-$15K	–	205
2022 Q3	$15K	Hold	269	–	–	﹤0.01%	156
2022 Q2	$15K	Buy	+269	New	+$16.2K	﹤0.01%	161
2021 Q4	–	Sell	-268	Closed	-$19K	–	195
2021 Q3	$19K	Hold	268	–	–	0.01%	157
2021 Q2	$20K	Hold	268	–	–	0.01%	181
2021 Q1	$19K	Buy	268 +60	+29%	+$3.82K	0.01%	179
2020 Q4	$12K	Hold	208	–	–	﹤0.01%	189
2020 Q3	$11K	Hold	208	–	–	﹤0.01%	228
2020 Q2	$9K	Hold	208	–	–	﹤0.01%	216
2020 Q1	$6K	Hold	208	–	–	﹤0.01%	172
2019 Q4	$9K	Hold	208	–	–	﹤0.01%	176
2019 Q3	$9K	Hold	208	–	–	﹤0.01%	165
2019 Q2	$9K	Hold	208	–	–	﹤0.01%	156
2019 Q1	$8K	Hold	208	–	–	﹤0.01%	160
2018 Q4	$7K	Buy	+208	New	+$7.16K	﹤0.01%	153

Other funds holding XHB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPIH

Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return

Lehman & Derafelo Financial Resources's XHB Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2022, closing a stake of 269 shares — an estimated $15K sold.

Lehman & Derafelo Financial Resources first reported a position in XHB in Q4 2018 and held it in 14 quarters. The position peaked at $20K in Q2 2021. 193 funds tracked by Wall St. Rank hold XHB as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 269 State Street SPDR S&P Homebuilders ETF shares in Q4 2022, an estimated $15K.
Lehman & Derafelo Financial Resources first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's State Street SPDR S&P Homebuilders ETF position peaked at $20K in Q2 2021.
193 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.