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Chung Wu Investment Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Chung Wu Investment Group’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
2026
Q1 		– Sell
-150
Closed -$15.4K – 301
2025
Q4 		$15.4K Buy
150
+50
+50% +$5.31K 0.01% 194
2025
Q3 		$11.1K Buy
+100
New +$11K 0.01% 206

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Chung Wu Investment Group's XHB Position: Q1 2026 in Review

Chung Wu Investment Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2026, closing a stake of 150 shares — an estimated $15.4K sold.

Chung Wu Investment Group first reported a position in XHB in Q3 2025 and held it in 2 quarters. The position peaked at $15.4K in Q4 2025. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Chung Wu Investment Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2026 after selling out during the quarter.
  • Chung Wu Investment Group sold 150 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $15.4K.
  • Chung Wu Investment Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2025 and held it in 2 quarters.
  • Chung Wu Investment Group's State Street SPDR S&P Homebuilders ETF position peaked at $15.4K in Q4 2025.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.