CWM
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Congress Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History

Congress Wealth Management’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$937K Buy
9,508
+2,842
+43% +$280K 0.01% 729
2025
Q1 		$654K Buy
+6,666
New +$654K 0.01% 740