Cresset Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Cresset Asset 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
2025 Q1	–	Sell	-1,932	Closed	-$202K	–	1876
2024 Q4	$202K	Sell	1,932 -1,211	-39%	-$142K	﹤0.01%	1564
2024 Q3	$391K	Buy	+3,143	New	+$355K	﹤0.01%	1665
2022 Q3	–	Sell	-4,000	Closed	-$219K	–	967
2022 Q2	$219K	Buy	+4,000	New	+$241K	﹤0.01%	807

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cresset Asset Management's XHB Position: Q1 2025 in Review

Cresset Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2025, closing a stake of 1,932 shares — an estimated $202K sold.

Cresset Asset Management first reported a position in XHB in Q2 2022 and held it in 3 quarters. The position peaked at $391K in Q3 2024. 271 funds tracked by Wall St. Rank hold XHB as of Q1 2025.

Cresset Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2025 after selling out during the quarter.
Cresset Asset Management sold 1,932 State Street SPDR S&P Homebuilders ETF shares in Q1 2025, an estimated $202K.
Cresset Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2022 and held it in 3 quarters.
Cresset Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $391K in Q3 2024.
271 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2025.

Based on Cresset Asset Management's 13F filing for Q1 2025, filed 13 May 2025.