Visionary Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Visionary Wealth 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 Q2	–	Sell	-4,015	Closed	-$254K	–	479
2022 Q1	$254K	Buy	4,015 +660	+20%	+$47.6K	0.02%	363
2021 Q4	$288K	Buy	3,355 +20	+0.6%	+$1.6K	0.02%	299
2021 Q3	$239K	Buy	3,335 +100	+3%	+$7.52K	0.02%	274
2021 Q2	$237K	Sell	3,235 -24	-0.7%	-$1.77K	0.02%	299
2021 Q1	$229K	Buy	+3,259	New	+$207K	0.02%	293

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

Visionary Wealth Advisors's XHB Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2022, closing a stake of 4,015 shares — an estimated $254K sold.

Visionary Wealth Advisors first reported a position in XHB in Q1 2021 and held it in 5 quarters. The position peaked at $288K in Q4 2021. 206 funds tracked by Wall St. Rank hold XHB as of Q2 2022.

Visionary Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 4,015 State Street SPDR S&P Homebuilders ETF shares in Q2 2022, an estimated $254K.
Visionary Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2021 and held it in 5 quarters.
Visionary Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $288K in Q4 2021.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.