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

Norris Financial 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
2020
Q2 		– Sell
-47,949
Closed -$1.43M – 83
2020
Q1 		$1.43M Buy
+47,949
New +$2.05M 1.59% 19

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Norris Financial Group's XHB Position: Q2 2020 in Review

Norris Financial Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2020, closing a stake of 47,949 shares — an estimated $1.43M sold.

Norris Financial Group first reported a position in XHB in Q1 2020 and held it in 1 quarter. The position peaked at $1.43M in Q1 2020. 154 funds tracked by Wall St. Rank hold XHB as of Q2 2020.

  • Norris Financial Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2020 after selling out during the quarter.
  • Norris Financial Group sold 47,949 State Street SPDR S&P Homebuilders ETF shares in Q2 2020, an estimated $1.43M.
  • Norris Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2020 and held it in 1 quarter.
  • Norris Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $1.43M in Q1 2020.
  • 154 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2020.

Based on Norris Financial Group's 13F filing for Q2 2020, filed 2 Jun 2026.