Novak Financial Planning’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Novak Financial Planning’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 Q2	$202K	Buy	+2,755	New	+$204K	0.1%	119

Other funds holding XHB

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Novak Financial Planning's XHB Position: Q2 2021 in Review

Novak Financial Planning opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2021: 2,755 shares worth $202K. The stake represents 0.1% of the portfolio and ranks #119 among its holdings.

263 funds tracked by Wall St. Rank hold XHB as of Q2 2021.

Novak Financial Planning held 2,755 shares of State Street SPDR S&P Homebuilders ETF worth $202K as of Q2 2021.
State Street SPDR S&P Homebuilders ETF was a new Novak Financial Planning position in Q2 2021.
State Street SPDR S&P Homebuilders ETF made up 0.1% of Novak Financial Planning's portfolio in Q2 2021, its #119 holding.
263 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.