NFSG
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Newbridge Financial Services Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Newbridge Financial Services 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
Q1 		– Sell
-148
Closed -$8.93K – 1488
2022
Q4 		$8.93K Hold
148
– – 0.01% 938
2022
Q3 		$8K Sell
148
-116
-44% -$7.04K ﹤0.01% 958
2022
Q2 		$14K Sell
264
-975
-79% -$58.7K 0.01% 770
2022
Q1 		$78K Sell
1,239
-220
-15% -$15.9K 0.04% 362
2021
Q4 		$125K Hold
1,459
– – 0.06% 266
2021
Q3 		$105K Hold
1,459
– – 0.07% 263
2021
Q2 		$107K Buy
1,459
+825
+130% +$60.9K 0.07% 270
2021
Q1 		$45K Hold
634
– – 0.03% 417
2020
Q4 		$37K Buy
634
+531
+516% +$30K 0.03% 403
2020
Q3 		$6K Buy
+103
New +$5.21K 0.01% 788

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return