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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BPIH

Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Sargent Bickham Lagudis's XHB Position: Q4 2022 in Review

Sargent Bickham Lagudis held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q4 2022 at 1,000 shares worth $60.3K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Sargent Bickham Lagudis first reported a position in XHB in Q4 2020 and has held it in 9 quarters since. The position peaked at $86K in Q4 2021. 194 funds tracked by Wall St. Rank hold XHB as of Q4 2022.

Sargent Bickham Lagudis held 1,000 shares of State Street SPDR S&P Homebuilders ETF worth $60.3K as of Q4 2022.
Sargent Bickham Lagudis left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q4 2022.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #407 holding.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's State Street SPDR S&P Homebuilders ETF position peaked at $86K in Q4 2021.
194 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.