Callan Family Office’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Callan Family Office’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	-1,892	Closed	-$236K	–	635
2024 Q3	$236K	Buy	+1,892	New	+$214K	0.04%	164
2024 Q2	–	Sell	-1,892	Closed	-$211K	–	156
2024 Q1	$211K	Buy	+1,892	New	+$189K	0.05%	89

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

Callan Family Office's XHB Position: Q4 2024 in Review

Callan Family Office sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 1,892 shares — an estimated $236K sold.

Callan Family Office first reported a position in XHB in Q1 2024 and held it in 2 quarters. The position peaked at $236K in Q3 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Callan Family Office reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Callan Family Office sold 1,892 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $236K.
Callan Family Office first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and held it in 2 quarters.
Callan Family Office's State Street SPDR S&P Homebuilders ETF position peaked at $236K in Q3 2024.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Callan Family Office's 13F filing for Q4 2024, filed 7 Feb 2025.