United Asset Strategies’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

United Asset Strategies’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
2024 Q3	–	Sell	-6,665	Closed	-$674K	–	245
2024 Q2	$674K	Sell	6,665 -878	-12%	-$91.7K	0.07%	164
2024 Q1	$842K	Buy	+7,543	New	+$754K	0.08%	159
2021 Q1	–	Sell	-8,635	Closed	-$498K	–	236
2020 Q4	$498K	Buy	+8,635	New	+$488K	0.08%	142
2020 Q1	–	Sell	-5,343	Closed	-$243K	–	220
2019 Q4	$243K	Buy	+5,343	New	+$242K	0.05%	185

Other funds holding XHB

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

United Asset Strategies's XHB Position: Q3 2024 in Review

United Asset Strategies sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2024, closing a stake of 6,665 shares — an estimated $674K sold.

United Asset Strategies first reported a position in XHB in Q4 2019 and held it in 4 quarters. The position peaked at $842K in Q1 2024. 331 funds tracked by Wall St. Rank hold XHB as of Q3 2024.

United Asset Strategies reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2024 after selling out during the quarter.
United Asset Strategies sold 6,665 State Street SPDR S&P Homebuilders ETF shares in Q3 2024, an estimated $674K.
United Asset Strategies first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2019 and held it in 4 quarters.
United Asset Strategies's State Street SPDR S&P Homebuilders ETF position peaked at $842K in Q1 2024.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2024.

Based on United Asset Strategies's 13F filing for Q3 2024, filed 28 Oct 2024.