Lido Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Lido Advisors’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
2021 Q3	–	Sell	-53,659	Closed	-$3.93M	–	1032
2021 Q2	$3.93M	Buy	+53,659	New	+$3.96M	0.05%	176
2018 Q1	–	Sell	-103,408	Closed	-$4.58M	–	424
2017 Q4	$4.58M	Buy	103,408 +5,124	+5%	+$215K	0.65%	25
2017 Q3	$4.07M	Buy	+98,284	New	+$3.78M	0.65%	25
2017 Q2	–	Sell	-67,372	Closed	-$2.54M	–	287
2017 Q1	$2.54M	Buy	+67,372	New	+$2.4M	0.7%	24

Other funds holding XHB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lido Advisors's XHB Position: Q3 2021 in Review

Lido Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2021, closing a stake of 53,659 shares — an estimated $3.93M sold.

Lido Advisors first reported a position in XHB in Q1 2017 and held it in 4 quarters. The position peaked at $4.58M in Q4 2017. 238 funds tracked by Wall St. Rank hold XHB as of Q3 2021.

Lido Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2021 after selling out during the quarter.
Lido Advisors sold 53,659 State Street SPDR S&P Homebuilders ETF shares in Q3 2021, an estimated $3.93M.
Lido Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2017 and held it in 4 quarters.
Lido Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $4.58M in Q4 2017.
238 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2021.

Based on Lido Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.