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Aspen Investment Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Aspen Investment Management’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
2025
Q4 		– Sell
-2,920
Closed -$324K – 182
2025
Q3 		$324K Buy
+2,920
New +$320K 0.13% 125
2023
Q4 		– Sell
-4,680
Closed -$358K – 152
2023
Q3 		$358K Buy
+4,680
New +$380K 0.22% 106

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Aspen Investment Management's XHB Position: Q4 2025 in Review

Aspen Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2025, closing a stake of 2,920 shares — an estimated $324K sold.

Aspen Investment Management first reported a position in XHB in Q3 2023 and held it in 2 quarters. The position peaked at $358K in Q3 2023. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2025.

  • Aspen Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2025 after selling out during the quarter.
  • Aspen Investment Management sold 2,920 State Street SPDR S&P Homebuilders ETF shares in Q4 2025, an estimated $324K.
  • Aspen Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2023 and held it in 2 quarters.
  • Aspen Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $358K in Q3 2023.
  • 312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2025.

Based on Aspen Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.