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

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's XHB Position: Q1 2023 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2023, closing a stake of 148 shares — an estimated $8.93K sold.

Newbridge Financial Services Group first reported a position in XHB in Q3 2020 and held it in 10 quarters. The position peaked at $125K in Q4 2021. 204 funds tracked by Wall St. Rank hold XHB as of Q1 2023.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 148 State Street SPDR S&P Homebuilders ETF shares in Q1 2023, an estimated $8.93K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2020 and held it in 10 quarters.
Newbridge Financial Services Group's State Street SPDR S&P Homebuilders ETF position peaked at $125K in Q4 2021.
204 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2023.

Based on Newbridge Financial Services Group's 13F filing for Q1 2023, filed 18 Apr 2023.