Rothschild Capital Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Rothschild Capital Partners’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 Q3	–	Sell	-24,299	Closed	-$1.78M	–	42
2021 Q2	$1.78M	Sell	24,299 -23,455	-49%	-$1.73M	0.57%	37
2021 Q1	$3.36M	Sell	47,754 -26	-0.1%	-$1.66K	1.14%	29
2020 Q4	$2.75M	Buy	+47,780	New	+$2.7M	0.99%	29

Other funds holding XHB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Rothschild Capital Partners's XHB Position: Q3 2021 in Review

Rothschild Capital Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2021, closing a stake of 24,299 shares — an estimated $1.78M sold.

Rothschild Capital Partners first reported a position in XHB in Q4 2020 and held it in 3 quarters. The position peaked at $3.36M in Q1 2021. 238 funds tracked by Wall St. Rank hold XHB as of Q3 2021.

Rothschild Capital Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2021 after selling out during the quarter.
Rothschild Capital Partners sold 24,299 State Street SPDR S&P Homebuilders ETF shares in Q3 2021, an estimated $1.78M.
Rothschild Capital Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and held it in 3 quarters.
Rothschild Capital Partners's State Street SPDR S&P Homebuilders ETF position peaked at $3.36M in Q1 2021.
238 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2021.

Based on Rothschild Capital Partners's 13F filing for Q3 2021, filed 2 Nov 2021.