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Legacy Investment Solutions’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Legacy Investment Solutions’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 		$4K Hold
38
– – ﹤0.01% 416
2024
Q3 		$4.43K Buy
+38
New +$4.29K ﹤0.01% 399

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Investment Solutions's XHB Position: Q4 2024 in Review

Legacy Investment Solutions held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q4 2024 at 38 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Legacy Investment Solutions first reported a position in XHB in Q3 2024 and has held it in 2 quarters since. The position peaked at $4.43K in Q3 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

  • Legacy Investment Solutions held 38 shares of State Street SPDR S&P Homebuilders ETF worth $4K as of Q4 2024.
  • Legacy Investment Solutions left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q4 2024, its #416 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and has held it in 2 quarters since.
  • Legacy Investment Solutions's State Street SPDR S&P Homebuilders ETF position peaked at $4.43K in Q3 2024.
  • 318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.