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Private Wealth Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Private Wealth Asset 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
Q3 		– Sell
-400
Closed -$39.4K – 1141
2025
Q2 		$39.4K Buy
+400
New +$38K 0.01% 428

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Asset Management's XHB Position: Q3 2025 in Review

Private Wealth Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2025, closing a stake of 400 shares — an estimated $39.4K sold.

Private Wealth Asset Management first reported a position in XHB in Q2 2025 and held it in 1 quarter. The position peaked at $39.4K in Q2 2025. 302 funds tracked by Wall St. Rank hold XHB as of Q3 2025.

  • Private Wealth Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 400 State Street SPDR S&P Homebuilders ETF shares in Q3 2025, an estimated $39.4K.
  • Private Wealth Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $39.4K in Q2 2025.
  • 302 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2025.

Based on Private Wealth Asset Management's 13F filing for Q3 2025, filed 3 Nov 2025.