Corient Private Wealth’s SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$701K Buy
7,112
+4,062
+133% +$400K ﹤0.01% 1606
2025
Q1
$296K Buy
3,050
+245
+9% +$23.7K ﹤0.01% 1858
2024
Q4
$293K Buy
+2,805
New +$293K ﹤0.01% 1903