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Sargent Bickham Lagudis’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$60.3K Hold
1,000
– – ﹤0.01% 407
2022
Q3 		$55K Hold
1,000
– – ﹤0.01% 396
2022
Q2 		$55K Hold
1,000
– – ﹤0.01% 407
2022
Q1 		$63K Hold
1,000
– – ﹤0.01% 406
2021
Q4 		$86K Hold
1,000
– – 0.01% 357
2021
Q3 		$72K Hold
1,000
– – 0.01% 382
2021
Q2 		$73K Hold
1,000
– – 0.01% 389
2021
Q1 		$70K Hold
1,000
– – 0.01% 386
2020
Q4 		$58K Buy
+1,000
New +$56.5K 0.01% 405

Other funds holding XHB

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPIH
Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return