Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Householder Group Estate & Retirement Specialist’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	$2K	Sell	27 -10,168	-100%	-$1.19M	﹤0.01%	494
2024 Q3	$1.27M	Sell	10,195 -3,120	-23%	-$353K	0.37%	58
2024 Q2	$1.34M	Buy	13,315 +1,219	+10%	+$127K	0.38%	48
2024 Q1	$1.35M	Buy	12,096 +12,070	+46,423%	+$1.21M	0.4%	48
2023 Q4	$2K	Sell	26 -411	-94%	-$33.4K	﹤0.01%	1035
2023 Q3	$33.5K	Buy	+437	New	+$35.5K	0.01%	532
2023 Q1	$2K	Buy	+26	New	+$1.74K	﹤0.01%	1111
2022 Q4	–	Sell	-26	Closed	-$1K	–	1179
2022 Q3	$1K	Buy	+26	New	+$1.58K	﹤0.01%	1061

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 $303B AUM 53.02% 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

Householder Group Estate & Retirement Specialist's XHB Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 100% in Q4 2024, selling an estimated $1.19M and leaving 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Householder Group Estate & Retirement Specialist first reported a position in XHB in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.35M in Q1 2024. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Householder Group Estate & Retirement Specialist held 27 shares of State Street SPDR S&P Homebuilders ETF worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 10,168 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $1.19M.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #494 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Homebuilders ETF position peaked at $1.35M in Q1 2024.
319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.