IFWM
Institute for Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
19,444
+277
| +1% | +$27.3K | 0.21% | 103 |
|
|
2025
Q1 | $1.86M | Buy |
19,167
+313
| +2% | +$30.3K | 0.24% | 95 |
|
|
2024
Q4 | $1.97M | Buy |
18,854
+717
| +4% | +$74.9K | 0.25% | 85 |
|
|
2024
Q3 | $2.26M | Buy |
18,137
+413
| +2% | +$51.4K | 0.29% | 79 |
|
|
2024
Q2 | $1.79M | Sell |
17,724
-35
| -0.2% | -$3.54K | 0.24% | 90 |
|
|
2024
Q1 | $1.98M | Buy |
17,759
+36
| +0.2% | +$4.02K | 0.26% | 82 |
|
|
2023
Q4 | $1.7M | Buy |
17,723
+275
| +2% | +$26.3K | 0.28% | 87 |
|
|
2023
Q3 | $1.34M | Sell |
17,448
-174
| -1% | -$13.3K | 0.24% | 99 |
|
|
2023
Q2 | $1.42M | Hold |
17,622
| – | – | 0.24% | 101 |
|
|
2023
Q1 | $1.19M | Sell |
17,622
-118
| -0.7% | -$8K | 0.23% | 109 |
|
|
2022
Q4 | $1.07M | Sell |
17,740
-501
| -3% | -$30.2K | 0.23% | 118 |
|
|
2022
Q3 | $998K | Sell |
18,241
-46
| -0.3% | -$2.52K | 0.22% | 117 |
|
|
2022
Q2 | $1M | Buy |
18,287
+293
| +2% | +$16K | 0.2% | 130 |
|
|
2022
Q1 | $1.14M | Buy |
17,994
+10
| +0.1% | +$632 | 0.18% | 132 |
|
|
2021
Q4 | $1.54M | Sell |
17,984
-70
| -0.4% | -$6.01K | 0.25% | 104 |
|
|
2021
Q3 | $1.3M | Hold |
18,054
| – | – | 0.23% | 112 |
|
|
2021
Q2 | $1.32M | Buy |
18,054
+105
| +0.6% | +$7.69K | 0.23% | 106 |
|
|
2021
Q1 | $1.26M | Buy |
17,949
+1,240
| +7% | +$87.3K | 0.24% | 107 |
|
|
2020
Q4 | $963K | Buy |
16,709
+492
| +3% | +$28.4K | 0.19% | 133 |
|
|
2020
Q3 | $874K | Buy |
16,217
+251
| +2% | +$13.5K | 0.2% | 129 |
|
|
2020
Q2 | $701K | Sell |
15,966
-75
| -0.5% | -$3.29K | 0.17% | 157 |
|
|
2020
Q1 | $478K | Sell |
16,041
-619
| -4% | -$18.4K | 0.15% | 193 |
|
|
2019
Q4 | $758K | Sell |
16,660
-251
| -1% | -$11.4K | 0.17% | 173 |
|
|
2019
Q3 | $745K | Sell |
16,911
-100
| -0.6% | -$4.41K | 0.19% | 160 |
|
|
2019
Q2 | $709K | Sell |
17,011
-1,154
| -6% | -$48.1K | 0.16% | 199 |
|
|
2019
Q1 | $700K | Sell |
18,165
-676
| -4% | -$26.1K | 0.15% | 184 |
|
|
2018
Q4 | $613K | Sell |
18,841
-1,038
| -5% | -$33.8K | 0.25% | 124 |
|
|
2018
Q3 | $766K | Buy |
19,879
+728
| +4% | +$28.1K | 0.26% | 123 |
|
|
2018
Q2 | $753K | Buy |
19,151
+485
| +3% | +$19.1K | 0.24% | 132 |
|
|
2018
Q1 | $728K | Sell |
18,666
-255
| -1% | -$9.95K | 0.21% | 159 |
|
|
2017
Q4 | $841K | Sell |
18,921
-371
| -2% | -$16.5K | 0.19% | 155 |
|
|
2017
Q3 | $764K | Buy |
19,292
+136
| +0.7% | +$5.39K | 0.25% | 143 |
|
|
2017
Q2 | $738K | Buy |
+19,156
| New | +$738K | 0.2% | 162 |
|
|
2013
Q3 | – | Sell |
-800
| Closed | -$24K | – | 121 |
|
|
2013
Q2 | $24K | Buy |
+800
| New | +$24K | 0.02% | 70 |
|