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Sovereign Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Sovereign Financial Group’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
-3,250
Closed -$229K – 191
2021
Q2 		$229K Hold
3,250
– – 0.14% 146
2021
Q1 		$229K Buy
+3,250
New +$207K 0.14% 146

Other funds holding XHB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sovereign Financial Group's XHB Position: Q3 2021 in Review

Sovereign Financial Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2021, closing a stake of 3,250 shares — an estimated $229K sold.

Sovereign Financial Group first reported a position in XHB in Q1 2021 and held it in 2 quarters. The position peaked at $229K in Q2 2021. 238 funds tracked by Wall St. Rank hold XHB as of Q3 2021.

  • Sovereign Financial Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2021 after selling out during the quarter.
  • Sovereign Financial Group sold 3,250 State Street SPDR S&P Homebuilders ETF shares in Q3 2021, an estimated $229K.
  • Sovereign Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2021 and held it in 2 quarters.
  • Sovereign Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $229K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2021.

Based on Sovereign Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.