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

Wolf Group Capital 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 Q4	–	Sell	-10,131	Closed	-$554K	–	128
2022 Q3	$554K	Sell	10,131 -74	-0.7%	-$4.49K	0.3%	79
2022 Q2	$558K	Buy	+10,205	New	+$614K	0.29%	78

Other funds holding XHB

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

BPIH

Broad Peak Investment Holdings Singapore $531M AUM 24.06% 1-Year Est. Return

Wolf Group Capital Advisors's XHB Position: Q4 2022 in Review

Wolf Group Capital Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2022, closing a stake of 10,131 shares — an estimated $554K sold.

Wolf Group Capital Advisors first reported a position in XHB in Q2 2022 and held it in 2 quarters. The position peaked at $558K in Q2 2022. 193 funds tracked by Wall St. Rank hold XHB as of Q4 2022.

Wolf Group Capital Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2022 after selling out during the quarter.
Wolf Group Capital Advisors sold 10,131 State Street SPDR S&P Homebuilders ETF shares in Q4 2022, an estimated $554K.
Wolf Group Capital Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2022 and held it in 2 quarters.
Wolf Group Capital Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $558K in Q2 2022.
193 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2022.

Based on Wolf Group Capital Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.