Horizon Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Horizon Wealth 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
2024 Q4	–	Sell	-28,165	Closed	-$3.51M	–	105
2024 Q3	$3.51M	Sell	28,165 -61,163	-68%	-$6.91M	0.7%	20
2024 Q2	$9.03M	Sell	89,328 -1,420	-2%	-$148K	2.15%	13
2024 Q1	$10.1M	Sell	90,748 -21,073	-19%	-$2.11M	2.64%	13
2023 Q4	$10.7M	Buy	111,821 +94,577	+548%	+$7.69M	2.97%	11
2023 Q3	$1.32M	Sell	17,244 -1,895	-10%	-$154K	0.53%	19
2023 Q2	$1.54M	Buy	19,139 +5,057	+36%	+$362K	0.61%	19
2023 Q1	$954K	Buy	+14,082	New	+$941K	0.72%	22

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

Horizon Wealth Management's XHB Position: Q4 2024 in Review

Horizon Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 28,165 shares — an estimated $3.51M sold.

Horizon Wealth Management first reported a position in XHB in Q1 2023 and held it in 7 quarters. The position peaked at $10.7M in Q4 2023. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Horizon Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Horizon Wealth Management sold 28,165 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $3.51M.
Horizon Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and held it in 7 quarters.
Horizon Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $10.7M in Q4 2023.
319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Horizon Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.