Nalls Sherbakoff Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Nalls Sherbakoff 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 Q4	$28.3K	Hold	296	–	–	0.03%	209
2023 Q3	$22.7K	Hold	296	–	–	0.02%	218
2023 Q2	$20.4K	Hold	296	–	–	0.02%	226
2023 Q1	$19.6K	Buy	+296	New	+$19.8K	0.02%	231
2018 Q4	$46K	Buy	+1,400	New	+$48.2K	0.07%	151

Other funds holding XHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nalls Sherbakoff Group's XHB Position: Q4 2023 in Review

Nalls Sherbakoff Group held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q4 2023 at 296 shares worth $28.3K. The position accounts for 0.03% of the portfolio, ranked #209.

Nalls Sherbakoff Group first reported a position in XHB in Q4 2018 and has held it in 5 quarters since. The position peaked at $46K in Q4 2018. 282 funds tracked by Wall St. Rank hold XHB as of Q4 2023.

Nalls Sherbakoff Group held 296 shares of State Street SPDR S&P Homebuilders ETF worth $28.3K as of Q4 2023.
Nalls Sherbakoff Group left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q4 2023.
State Street SPDR S&P Homebuilders ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #209 holding.
Nalls Sherbakoff Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2018 and has held it in 5 quarters since.
Nalls Sherbakoff Group's State Street SPDR S&P Homebuilders ETF position peaked at $46K in Q4 2018.
282 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.