Chicago Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Chicago Wealth 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 Q1	–	Sell	-96,013	Closed	-$10M	–	52
2024 Q4	$10M	Buy	96,013 +1,763	+2%	+$207K	5.21%	10
2024 Q3	$11.7M	Buy	94,250 +957	+1%	+$108K	6.27%	1
2024 Q2	$9.43M	Sell	93,293 -25,234	-21%	-$2.64M	5.42%	10
2024 Q1	$13.2M	Sell	118,527 -614	-0.5%	-$61.4K	7.86%	1
2023 Q4	$11.4M	Sell	119,141 -1,663	-1%	-$135K	7.79%	1
2023 Q3	$9.25M	Sell	120,804 -1,735	-1%	-$141K	7.29%	1
2023 Q2	$9.84M	Buy	+122,539	New	+$8.78M	7.5%	1

Other funds holding XHB

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Natixis Paris, France $28B AUM 26.79% 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

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

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

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

Chicago Wealth Management's XHB Position: Q1 2025 in Review

Chicago Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2025, closing a stake of 96,013 shares — an estimated $10M sold.

Chicago Wealth Management first reported a position in XHB in Q2 2023 and held it in 7 quarters. The position peaked at $13.2M in Q1 2024. 272 funds tracked by Wall St. Rank hold XHB as of Q1 2025.

Chicago Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2025 after selling out during the quarter.
Chicago Wealth Management sold 96,013 State Street SPDR S&P Homebuilders ETF shares in Q1 2025, an estimated $10M.
Chicago Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2023 and held it in 7 quarters.
Chicago Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $13.2M in Q1 2024.
272 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2025.

Based on Chicago Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.