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Clarus Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Clarus Wealth Advisors’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
Q2 		– Sell
-14,413
Closed -$1.35M – 98
2025
Q1 		$1.35M Sell
14,413
-1,204
-8% -$125K 0.72% 36
2024
Q4 		$1.62M Buy
15,617
+259
+2% +$30.4K 0.81% 33
2024
Q3 		$1.86M Sell
15,358
-388
-2% -$43.9K 0.95% 27
2024
Q2 		$1.59M Buy
15,746
+369
+2% +$38.5K 0.84% 34
2024
Q1 		$1.61M Sell
15,377
-2,798
-15% -$280K 0.91% 28
2023
Q4 		$1.72M Buy
+18,175
New +$1.48M 1.02% 24
2023
Q2 		$1.55M Buy
19,900
+318
+2% +$22.8K 0.94% 27
2023
Q1 		$1.26M Buy
19,582
+1,871
+11% +$125K 0.79% 31
2022
Q4 		$1.14M Sell
17,711
-417
-2% -$24.8K 0.75% 32
2022
Q3 		$1.04M Buy
18,128
+86
+0.5% +$5.22K 0.74% 31
2022
Q2 		$1.05M Buy
18,042
+1,745
+11% +$105K 0.74% 30
2022
Q1 		$1.01M Buy
16,297
+436
+3% +$31.4K 0.63% 35
2021
Q4 		$1.28M Sell
15,861
-424
-3% -$34K 0.74% 31
2021
Q3 		$1.17M Buy
16,285
+930
+6% +$70K 0.72% 33
2021
Q2 		$1.13M Buy
15,355
+23
+0.2% +$1.7K 0.71% 32
2021
Q1 		$1.13M Sell
15,332
-445
-3% -$28.3K 0.71% 31
2020
Q4 		$938K Buy
15,777
+467
+3% +$26.4K 0.62% 35
2020
Q3 		$839K Buy
15,310
+4,537
+42% +$229K 0.65% 34
2020
Q2 		$485K Buy
10,773
+446
+4% +$16.9K 0.41% 52
2020
Q1 		$273K Sell
10,327
-6,277
-38% -$268K 0.27% 93
2019
Q4 		$765K Sell
16,604
-343
-2% -$15.5K 0.51% 50
2019
Q3 		$747K Sell
16,947
-6,619
-28% -$278K 0.55% 40
2019
Q2 		$982K Buy
23,566
+14,331
+155% +$579K 0.71% 20
2019
Q1 		$356K Buy
+9,235
New +$342K 0.27% 52

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Clarus Wealth Advisors's XHB Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 14,413 shares — an estimated $1.35M sold.

Clarus Wealth Advisors first reported a position in XHB in Q1 2019 and held it in 24 quarters. The position peaked at $1.86M in Q3 2024. 258 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

  • Clarus Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 14,413 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $1.35M.
  • Clarus Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2019 and held it in 24 quarters.
  • Clarus Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $1.86M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.