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SMI Advisory Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

SMI Advisory Services’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
-48,404
Closed -$5.87M – 59
2024
Q3 		$5.87M Buy
+48,404
New +$5.47M 1.3% 21
2024
Q2 		– Sell
-33,691
Closed -$3.65M – 74
2024
Q1 		$3.65M Buy
+33,691
New +$3.37M 1.03% 35

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

SMI Advisory Services's XHB Position: Q4 2024 in Review

SMI Advisory Services sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 48,404 shares — an estimated $5.87M sold.

SMI Advisory Services first reported a position in XHB in Q1 2024 and held it in 2 quarters. The position peaked at $5.87M in Q3 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

  • SMI Advisory Services reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
  • SMI Advisory Services sold 48,404 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $5.87M.
  • SMI Advisory Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and held it in 2 quarters.
  • SMI Advisory Services's State Street SPDR S&P Homebuilders ETF position peaked at $5.87M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on SMI Advisory Services's 13F filing for Q4 2024, filed 17 Jan 2025.