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EP Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

EP Wealth Advisors’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
-965
Closed -$120K – 1332
2024
Q3 		$120K Buy
+965
New +$109K ﹤0.01% 1123

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EP Wealth Advisors's XHB Position: Q4 2024 in Review

EP Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 965 shares — an estimated $120K sold.

EP Wealth Advisors first reported a position in XHB in Q3 2024 and held it in 1 quarter. The position peaked at $120K in Q3 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 965 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $120K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $120K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.