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Rockbridge Investment Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Rockbridge Investment Management’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
Q1 		– Sell
-684
Closed -$39K – 765
2020
Q4 		$39K Hold
684
– – 0.01% 318
2020
Q3 		$37K Hold
684
– – 0.01% 302
2020
Q2 		$30K Buy
+684
New +$26K 0.01% 290

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Rockbridge Investment Management's XHB Position: Q1 2021 in Review

Rockbridge Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2021, closing a stake of 684 shares — an estimated $39K sold.

Rockbridge Investment Management first reported a position in XHB in Q2 2020 and held it in 3 quarters. The position peaked at $39K in Q4 2020. 245 funds tracked by Wall St. Rank hold XHB as of Q1 2021.

  • Rockbridge Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2021 after selling out during the quarter.
  • Rockbridge Investment Management sold 684 State Street SPDR S&P Homebuilders ETF shares in Q1 2021, an estimated $39K.
  • Rockbridge Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2020 and held it in 3 quarters.
  • Rockbridge Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $39K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2021.

Based on Rockbridge Investment Management's 13F filing for Q1 2021, filed 20 May 2021.