Lauer Wealth’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Lauer Wealth’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	-11,830	Closed	-$1.12M	–	70
2025 Q1	$1.12M	Hold	11,830	–	–	0.86%	15
2024 Q4	$1.24M	Hold	11,830	–	–	0.83%	17
2024 Q3	$1.39M	Hold	11,830	–	–	1.08%	15
2024 Q2	$1.26M	Hold	11,830	–	–	0.99%	16
2024 Q1	$1.24M	Hold	11,830	–	–	1.08%	18
2023 Q4	$1.15M	Buy	11,830 +6,330	+115%	+$515K	1.07%	17
2023 Q3	$414K	Hold	5,500	–	–	0.45%	27
2023 Q2	$460K	Hold	5,500	–	–	0.48%	27
2023 Q1	$382K	Buy	+5,500	New	+$367K	0.48%	31

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

Lauer Wealth's XHB Position: Q2 2025 in Review

Lauer Wealth sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 11,830 shares — an estimated $1.12M sold.

Lauer Wealth first reported a position in XHB in Q1 2023 and held it in 9 quarters. The position peaked at $1.39M in Q3 2024. 257 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Lauer Wealth reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
Lauer Wealth sold 11,830 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $1.12M.
Lauer Wealth first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and held it in 9 quarters.
Lauer Wealth's State Street SPDR S&P Homebuilders ETF position peaked at $1.39M in Q3 2024.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Lauer Wealth's 13F filing for Q2 2025, filed 13 Aug 2025.