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TWM
Tradition Wealth Management’s
State Street SPDR S&P Homebuilders ETF
XHB
Stock Holding History
Tradition Wealth Management’s Portfolio
XHB Stock Details
XHB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-300
Closed
-$29K
–
1204
2023
Q4
$29K
Hold
300
–
–
﹤0.01%
761
2023
Q3
$23K
Hold
300
–
–
﹤0.01%
814
2023
Q2
$24K
Hold
300
–
–
﹤0.01%
832
2023
Q1
$20K
Hold
300
–
–
﹤0.01%
838
2022
Q4
$18K
Hold
300
–
–
﹤0.01%
777
2022
Q3
$16K
Hold
300
–
–
﹤0.01%
816
2022
Q2
$16K
Hold
300
–
–
﹤0.01%
705
2022
Q1
$19K
Hold
300
–
–
﹤0.01%
734
2021
Q4
$26K
Sell
300
-30
-9%
-$2.4K
﹤0.01%
674
2021
Q3
$24K
Hold
330
–
–
﹤0.01%
686
2021
Q2
$24K
Hold
330
–
–
﹤0.01%
722
2021
Q1
$23K
Hold
330
–
–
﹤0.01%
614
2020
Q4
$19K
Buy
+330
New
+$18.7K
﹤0.01%
601
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$1.56T AUM
27.86%
1-Year Est. Return
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$871B AUM
31.28%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$206B AUM
31.61%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Barclays
London, United Kingdom
$416B AUM
33.63%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
N
Natixis
Paris, France
$28B AUM
26.79%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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