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Wealth Enhancement & Preservation of GA’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Wealth Enhancement & Preservation of GA’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
-187,271
Closed -$16.1M – 56
2021
Q4 		$16.1M Buy
+187,271
New +$15M 10.83% 1

Other funds holding XHB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XHB Position: Q1 2022 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2022, closing a stake of 187,271 shares — an estimated $16.1M sold.

Wealth Enhancement & Preservation of GA first reported a position in XHB in Q4 2021 and held it in 1 quarter. The position peaked at $16.1M in Q4 2021. 228 funds tracked by Wall St. Rank hold XHB as of Q1 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 187,271 State Street SPDR S&P Homebuilders ETF shares in Q1 2022, an estimated $16.1M.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR S&P Homebuilders ETF position peaked at $16.1M in Q4 2021.
  • 228 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2022, filed 6 May 2022.