Lyell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $912K | Buy |
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|
2025
Q2 | $703K | Buy |
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|
2025
Q1 | $690K | Buy |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $872K | Buy |
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|
2024
Q2 | $667K | Buy |
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|
2024
Q1 | $714K | Buy |
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|
2023
Q4 | $597K | Buy |
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|
2023
Q3 | $357K | Buy |
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|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $293K | Buy |
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