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

Udine 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 Q4	–	Sell	-21,285	Closed	-$1.63M	–	22
2023 Q3	$1.63M	Buy	21,285 +171	+0.8%	+$13.9K	1.58%	14
2023 Q2	$1.7M	Buy	21,114 +717	+4%	+$51.4K	1.61%	15
2023 Q1	$1.38M	Buy	+20,397	New	+$1.36M	2.13%	14

Other funds holding XHB

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Udine Wealth Management's XHB Position: Q4 2023 in Review

Udine Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2023, closing a stake of 21,285 shares — an estimated $1.63M sold.

Udine Wealth Management first reported a position in XHB in Q1 2023 and held it in 3 quarters. The position peaked at $1.7M in Q2 2023. 282 funds tracked by Wall St. Rank hold XHB as of Q4 2023.

Udine Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2023 after selling out during the quarter.
Udine Wealth Management sold 21,285 State Street SPDR S&P Homebuilders ETF shares in Q4 2023, an estimated $1.63M.
Udine Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and held it in 3 quarters.
Udine Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $1.7M in Q2 2023.
282 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2023.

Based on Udine Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.