SFG Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

SFG Wealth 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
2023 Q3	–	Sell	-2,767	Closed	-$222K	–	109
2023 Q2	$222K	Buy	+2,767	New	+$198K	0.19%	84

Other funds holding XHB

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

SFG Wealth Management's XHB Position: Q3 2023 in Review

SFG Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2023, closing a stake of 2,767 shares — an estimated $222K sold.

SFG Wealth Management first reported a position in XHB in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 244 funds tracked by Wall St. Rank hold XHB as of Q3 2023.

SFG Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2023 after selling out during the quarter.
SFG Wealth Management sold 2,767 State Street SPDR S&P Homebuilders ETF shares in Q3 2023, an estimated $222K.
SFG Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2023 and held it in 1 quarter.
SFG Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $222K in Q2 2023.
244 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2023.

Based on SFG Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.