Independent Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$349K Sell
2025
Q4
$381K Sell
2025
Q3
$413K Sell
2025
Q2
$484K Buy
2025
Q1
$475K Buy
2024
Q4
$363K Buy
2024
Q3
$372K Buy
2024
Q2
$277K Sell
2024
Q1
$309K Buy
2023
Q4
$231K Sell
2023
Q3
$207K Sell
2023
Q2
$270K Buy
2020
Q4
Sell
2020
Q3
$721K Sell
2020
Q2
$605K Buy