Valmark Advisers’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Valmark Advisers’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 Q2	–	Sell	-11,476	Closed	-$725K	–	442
2022 Q1	$725K	Buy	+11,476	New	+$827K	0.01%	253

Other funds holding XHB

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

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

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Valmark Advisers's XHB Position: Q2 2022 in Review

Valmark Advisers sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2022, closing a stake of 11,476 shares — an estimated $725K sold.

Valmark Advisers first reported a position in XHB in Q1 2022 and held it in 1 quarter. The position peaked at $725K in Q1 2022. 206 funds tracked by Wall St. Rank hold XHB as of Q2 2022.

Valmark Advisers reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2022 after selling out during the quarter.
Valmark Advisers sold 11,476 State Street SPDR S&P Homebuilders ETF shares in Q2 2022, an estimated $725K.
Valmark Advisers first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2022 and held it in 1 quarter.
Valmark Advisers's State Street SPDR S&P Homebuilders ETF position peaked at $725K in Q1 2022.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2022.

Based on Valmark Advisers's 13F filing for Q2 2022, filed 1 Aug 2022.