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Kaizen Financial Strategies’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Kaizen Financial Strategies’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
-2,843
Closed -$354K – 147
2024
Q3 		$354K Buy
2,843
+801
+39% +$90.5K 0.21% 86
2024
Q2 		$241K Sell
2,042
-3,470
-63% -$363K 0.15% 111
2024
Q1 		$615K Buy
5,512
+200
+4% +$20K 0.42% 43
2023
Q4 		$508K Buy
5,312
+12
+0.2% +$976 0.39% 46
2023
Q3 		$406K Buy
5,300
+100
+2% +$8.13K 0.34% 49
2023
Q2 		$431K Buy
5,200
+1,300
+33% +$93.1K 0.37% 48
2023
Q1 		$264K Hold
3,900
– – 0.26% 71
2022
Q4 		$260K Hold
3,900
– – 0.26% 92
2022
Q3 		$213K Sell
3,900
-644
-14% -$39.1K 0.22% 105
2022
Q2 		$249K Sell
4,544
-4,269
-48% -$257K 0.25% 98
2022
Q1 		$557K Sell
8,813
-2,212
-20% -$159K 0.44% 59
2021
Q4 		$946K Buy
11,025
+2,748
+33% +$220K 0.71% 40
2021
Q3 		$594K Buy
+8,277
New +$623K 0.48% 59
2021
Q1 		$459K Sell
6,520
-692
-10% -$44.1K 0.44% 69
2020
Q4 		$416K Buy
+7,212
New +$408K 0.46% 68

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kaizen Financial Strategies's XHB Position: Q4 2024 in Review

Kaizen Financial Strategies sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 2,843 shares — an estimated $354K sold.

Kaizen Financial Strategies first reported a position in XHB in Q4 2020 and held it in 15 quarters. The position peaked at $946K in Q4 2021. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

  • Kaizen Financial Strategies reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
  • Kaizen Financial Strategies sold 2,843 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $354K.
  • Kaizen Financial Strategies first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and held it in 15 quarters.
  • Kaizen Financial Strategies's State Street SPDR S&P Homebuilders ETF position peaked at $946K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Kaizen Financial Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.