Secure Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Secure Asset 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
2024 Q2	–	Sell	-2,956	Closed	-$330K	–	310
2024 Q1	$330K	Sell	2,956 -12	-0.4%	-$1.2K	0.08%	168
2023 Q4	$284K	Buy	+2,968	New	+$241K	0.08%	176
2022 Q1	–	Sell	-2,708	Closed	-$232K	–	233
2021 Q4	$232K	Buy	+2,708	New	+$217K	0.09%	179
2021 Q3	–	Sell	-2,807	Closed	-$206K	–	200
2021 Q2	$206K	Buy	+2,807	New	+$207K	0.1%	175

Other funds holding XHB

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Secure Asset Management's XHB Position: Q2 2024 in Review

Secure Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2024, closing a stake of 2,956 shares — an estimated $330K sold.

Secure Asset Management first reported a position in XHB in Q2 2021 and held it in 4 quarters. The position peaked at $330K in Q1 2024. 290 funds tracked by Wall St. Rank hold XHB as of Q2 2024.

Secure Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2024 after selling out during the quarter.
Secure Asset Management sold 2,956 State Street SPDR S&P Homebuilders ETF shares in Q2 2024, an estimated $330K.
Secure Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and held it in 4 quarters.
Secure Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $330K in Q1 2024.
290 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.