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Client First Investment Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Client First Investment 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
2024
Q4 		– Sell
-5,110
Closed -$637K – 31
2024
Q3 		$637K Sell
5,110
-10,173
-67% -$1.15M 0.49% 20
2024
Q2 		$1.54M Sell
15,283
-17,254
-53% -$1.8M 1.2% 11
2024
Q1 		$3.63M Buy
+32,537
New +$3.25M 2.88% 7

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Client First Investment Management's XHB Position: Q4 2024 in Review

Client First Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 5,110 shares — an estimated $637K sold.

Client First Investment Management first reported a position in XHB in Q1 2024 and held it in 3 quarters. The position peaked at $3.63M in Q1 2024. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

  • Client First Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
  • Client First Investment Management sold 5,110 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $637K.
  • Client First Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and held it in 3 quarters.
  • Client First Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $3.63M in Q1 2024.
  • 319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Client First Investment Management's 13F filing for Q4 2024, filed 15 Jan 2025.