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Marshall Investment Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Marshall Investment Management’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
-101
Closed -$9.77K – 234
2025
Q1 		$9.77K Sell
101
-6,708
-99% -$696K 0.01% 167
2024
Q4 		$848K Buy
+6,809
New +$799K 0.5% 47

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
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

Marshall Investment Management's XHB Position: Q2 2025 in Review

Marshall Investment Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 101 shares — an estimated $9.77K sold.

Marshall Investment Management first reported a position in XHB in Q4 2024 and held it in 2 quarters. The position peaked at $848K in Q4 2024. 257 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

  • Marshall Investment Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 101 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $9.77K.
  • Marshall Investment Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2024 and held it in 2 quarters.
  • Marshall Investment Management's State Street SPDR S&P Homebuilders ETF position peaked at $848K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.