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

Valeo 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
2021 Q2	–	Sell	-171	Closed	-$12K	–	1856
2021 Q1	$12K	Hold	171	–	–	﹤0.01%	1319
2020 Q4	$10K	Hold	171	–	–	﹤0.01%	1209
2020 Q3	$9K	Hold	171	–	–	﹤0.01%	1119
2020 Q2	$8K	Hold	171	–	–	﹤0.01%	1382
2020 Q1	$6K	Hold	171	–	–	﹤0.01%	1272
2019 Q4	$8K	Hold	171	–	–	﹤0.01%	1175
2019 Q3	$8K	Hold	171	–	–	﹤0.01%	1097
2019 Q2	$7K	Hold	171	–	–	﹤0.01%	1131
2019 Q1	$7K	Hold	171	–	–	﹤0.01%	1068
2018 Q4	$6K	Hold	171	–	–	﹤0.01%	1042
2018 Q3	$6K	Hold	171	–	–	﹤0.01%	1152
2018 Q2	$7K	Hold	171	–	–	﹤0.01%	1056
2018 Q1	$7K	Hold	171	–	–	﹤0.01%	1050
2017 Q4	$8K	Hold	171	–	–	﹤0.01%	886
2017 Q3	$7K	Buy	+171	New	+$6.58K	﹤0.01%	807

Other funds holding XHB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's XHB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2021, closing a stake of 171 shares — an estimated $12K sold.

Valeo Financial Advisors first reported a position in XHB in Q3 2017 and held it in 15 quarters. The position peaked at $12K in Q1 2021. 264 funds tracked by Wall St. Rank hold XHB as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 171 State Street SPDR S&P Homebuilders ETF shares in Q2 2021, an estimated $12K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $12K in Q1 2021.
264 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.