Howe & Rusling’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-133	Closed	-$12.9K	–	495
2025 Q1	$12.9K	Hold	133	–	–	﹤0.01%	370
2024 Q4	$13.9K	Sell	133 -94	-41%	-$11K	﹤0.01%	358
2024 Q3	$28.3K	Buy	+227	New	+$25.7K	﹤0.01%	321
2017 Q3	–	Sell	-424	Closed	-$16K	–	981
2017 Q2	$16K	Buy	424 +1	+0.2%	+$38	﹤0.01%	400
2017 Q1	$16K	Buy	+423	New	+$15.1K	﹤0.01%	399

Other funds holding XHB

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Howe & Rusling's XHB Position: Q2 2025 in Review

Howe & Rusling sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 133 shares — an estimated $12.9K sold.

Howe & Rusling first reported a position in XHB in Q1 2017 and held it in 5 quarters. The position peaked at $28.3K in Q3 2024. 257 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Howe & Rusling reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
Howe & Rusling sold 133 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $12.9K.
Howe & Rusling first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2017 and held it in 5 quarters.
Howe & Rusling's State Street SPDR S&P Homebuilders ETF position peaked at $28.3K in Q3 2024.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Howe & Rusling's 13F filing for Q2 2025, filed 12 Aug 2025.