Avantax Advisory Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Avantax Advisory Services’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
2024 Q4	–	Sell	-9,315	Closed	-$1.16M	–	2278
2024 Q3	$1.16M	Buy	+9,315	New	+$1.05M	0.01%	946
2020 Q4	–	Sell	-32,523	Closed	-$1.75M	–	1369
2020 Q3	$1.75M	Buy	+32,523	New	+$1.64M	0.03%	390

Other funds holding XHB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avantax Advisory Services's XHB Position: Q4 2024 in Review

Avantax Advisory Services sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 9,315 shares — an estimated $1.16M sold.

Avantax Advisory Services first reported a position in XHB in Q3 2020 and held it in 2 quarters. The position peaked at $1.75M in Q3 2020. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Avantax Advisory Services reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 9,315 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $1.16M.
Avantax Advisory Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2020 and held it in 2 quarters.
Avantax Advisory Services's State Street SPDR S&P Homebuilders ETF position peaked at $1.75M in Q3 2020.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.