Surevest’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Surevest’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 Q3	$2K	Hold	28	–	–	﹤0.01%	413
2022 Q2	$2K	Buy	+28	New	+$1.69K	﹤0.01%	441

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Passaic Partners Newark, New Jersey $1.07B AUM 16.56% 1-Year Est. Return

Surevest's XHB Position: Q3 2022 in Review

Surevest held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q3 2022 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Surevest first reported a position in XHB in Q2 2022 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold XHB as of Q3 2022.

Surevest held 28 shares of State Street SPDR S&P Homebuilders ETF worth $2K as of Q3 2022.
Surevest left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q3 2022.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #413 holding.
Surevest first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2022 and has held it in 2 quarters since.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.