United Capital Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-5,887	Closed	-$505K	–	1236
2021 Q4	$505K	Hold	5,887	–	–	﹤0.01%	857
2021 Q3	$422K	Sell	5,887 -106	-2%	-$7.98K	﹤0.01%	905
2021 Q2	$439K	Buy	5,993 +106	+2%	+$7.83K	﹤0.01%	900
2021 Q1	$414K	Sell	5,887 -98	-2%	-$6.24K	﹤0.01%	904
2020 Q4	$345K	Sell	5,985 -2,602	-30%	-$147K	﹤0.01%	951
2020 Q3	$463K	Buy	+8,587	New	+$434K	﹤0.01%	847
2016 Q1	–	Sell	-6,500	Closed	-$222K	–	1286
2015 Q4	$222K	Sell	6,500 -551	-8%	-$19.6K	﹤0.01%	1107
2015 Q3	$241K	Buy	7,051 +551	+8%	+$20.2K	﹤0.01%	1110
2015 Q2	$238K	Sell	6,500 -1,300	-17%	-$47K	﹤0.01%	1135
2015 Q1	$270K	Hold	7,800	–	–	﹤0.01%	1099
2014 Q4	$266K	Sell	7,800 -100	-1%	-$3.17K	﹤0.01%	1009
2014 Q3	$234K	Buy	+7,900	New	+$245K	﹤0.01%	995
2014 Q2	–	Sell	-7,900	Closed	-$257K	–	944
2014 Q1	$257K	Hold	7,900	–	–	0.01%	820
2013 Q4	$263K	Sell	7,900 -7,850	-50%	-$243K	0.01%	552
2013 Q3	$482K	Buy	15,750 +700	+5%	+$20.9K	0.02%	447
2013 Q2	$443K	Buy	+15,050	New	+$456K	0.01%	528

Other funds holding XHB

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

United Capital Financial Advisors's XHB Position: Q1 2022 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2022, closing a stake of 5,887 shares — an estimated $505K sold.

United Capital Financial Advisors first reported a position in XHB in Q2 2013 and held it in 16 quarters. The position peaked at $505K in Q4 2021. 227 funds tracked by Wall St. Rank hold XHB as of Q1 2022.

United Capital Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2022 after selling out during the quarter.
United Capital Financial Advisors sold 5,887 State Street SPDR S&P Homebuilders ETF shares in Q1 2022, an estimated $505K.
United Capital Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 16 quarters.
United Capital Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $505K in Q4 2021.
227 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.