Realta Investment Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Realta Investment Advisors’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	–	Sell	-50	Closed	-$6.18K	–	419
2024 Q3	$6.18K	Sell	50 -1,713	-97%	-$194K	﹤0.01%	314
2024 Q2	$178K	Sell	1,763 -544	-24%	-$56.8K	0.03%	411
2024 Q1	$257K	Buy	+2,307	New	+$231K	0.05%	345
2023 Q4	–	Sell	-102	Closed	-$8.16K	–	803
2023 Q3	$8.16K	Hold	102	–	–	﹤0.01%	689
2023 Q2	$8.16K	Buy	+102	New	+$7.31K	﹤0.01%	743
2023 Q1	–	Sell	-404	Closed	-$24.4K	–	833
2022 Q4	$24.4K	Buy	404 +1	+0.2%	+$59	0.01%	627
2022 Q3	$22K	Buy	+403	New	+$24.4K	0.01%	616
2020 Q1	–	Sell	-323	Closed	-$15K	–	1420
2019 Q4	$15K	Hold	323	–	–	﹤0.01%	1029
2019 Q3	$14K	Hold	323	–	–	﹤0.01%	1031
2019 Q2	$13K	Buy	+323	New	+$13K	﹤0.01%	1069

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Realta Investment Advisors's XHB Position: Q4 2024 in Review

Realta Investment Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 50 shares — an estimated $6.18K sold.

Realta Investment Advisors first reported a position in XHB in Q2 2019 and held it in 10 quarters. The position peaked at $257K in Q1 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Realta Investment Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Realta Investment Advisors sold 50 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $6.18K.
Realta Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2019 and held it in 10 quarters.
Realta Investment Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $257K in Q1 2024.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.