AE Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.61K Sell
77
-181
-70% -$17.9K ﹤0.01% 1910
2025
Q1
$25K Sell
258
-42
-14% -$4.08K ﹤0.01% 1692
2024
Q4
$31.3K Buy
+300
New +$31.3K ﹤0.01% 1636
2024
Q3
Sell
-2,893
Closed -$292K 1332
2024
Q2
$292K Sell
2,893
-13,407
-82% -$1.36M ﹤0.01% 1040
2024
Q1
$1.82M Sell
16,300
-91,507
-85% -$10.2M 0.02% 517
2023
Q4
$10.2M Buy
107,807
+100,863
+1,453% +$9.55M 0.05% 386
2023
Q3
$532K Sell
6,944
-7,663
-52% -$587K ﹤0.01% 1340
2023
Q2
$1.17M Buy
14,607
+7,070
+94% +$568K 0.01% 1029
2023
Q1
$511K Sell
7,537
-1,165
-13% -$78.9K ﹤0.01% 1348
2022
Q4
$525K Sell
8,702
-19,750
-69% -$1.19M ﹤0.01% 1294
2022
Q3
$1.56M Buy
28,452
+24,256
+578% +$1.33M 0.01% 781
2022
Q2
$230K Sell
4,196
-3,286
-44% -$180K ﹤0.01% 1542
2022
Q1
$473K Sell
7,482
-64,613
-90% -$4.08M ﹤0.01% 1252
2021
Q4
$6.18M Buy
+72,095
New +$6.18M 0.04% 379