Envestnet Portfolio Solutions’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Envestnet Portfolio Solutions’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	-4,722	Closed	-$588K	–	1806
2024 Q3	$588K	Buy	4,722 +1,462	+45%	+$165K	﹤0.01%	1113
2024 Q2	$330K	Sell	3,260 -3,125	-49%	-$326K	﹤0.01%	1333
2024 Q1	$713K	Buy	6,385 +2,105	+49%	+$210K	﹤0.01%	969
2023 Q4	$409K	Sell	4,280 -4,207	-50%	-$342K	﹤0.01%	1132
2023 Q3	$650K	Buy	+8,487	New	+$690K	﹤0.01%	884

Other funds holding XHB

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

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

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

Envestnet Portfolio Solutions's XHB Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 4,722 shares — an estimated $588K sold.

Envestnet Portfolio Solutions first reported a position in XHB in Q3 2023 and held it in 5 quarters. The position peaked at $713K in Q1 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 4,722 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $588K.
Envestnet Portfolio Solutions first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's State Street SPDR S&P Homebuilders ETF position peaked at $713K in Q1 2024.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.