SWM
Spire Wealth Management’s SPDR S&P Homebuilders ETF XHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Sell |
8,439
-2,947
| -26% | -$290K | 0.03% | 394 |
|
|
2025
Q1 | $1.1M | Sell |
11,386
-3,370
| -23% | -$327K | 0.04% | 383 |
|
|
2024
Q4 | $1.54M | Buy |
14,756
+21
| +0.1% | +$2.2K | 0.05% | 292 |
|
|
2024
Q3 | $1.84M | Buy |
14,735
+2,673
| +22% | +$333K | 0.06% | 249 |
|
|
2024
Q2 | $1.22M | Buy |
12,062
+1,391
| +13% | +$141K | 0.04% | 304 |
|
|
2024
Q1 | $1.19M | Buy |
10,671
+7,422
| +228% | +$828K | 0.02% | 345 |
|
|
2023
Q4 | $311K | Buy |
3,249
+1,910
| +143% | +$183K | 0.01% | 639 |
|
|
2023
Q3 | $103K | Sell |
1,339
-4,392
| -77% | -$336K | ﹤0.01% | 945 |
|
|
2023
Q2 | $460K | Buy |
5,731
+67
| +1% | +$5.38K | 0.02% | 510 |
|
|
2023
Q1 | $384K | Buy |
5,664
+3,538
| +166% | +$240K | 0.01% | 554 |
|
|
2022
Q4 | $128K | Buy |
2,126
+201
| +10% | +$12.1K | 0.01% | 665 |
|
|
2022
Q3 | $105K | Sell |
1,925
-200
| -9% | -$10.9K | 0.01% | 699 |
|
|
2022
Q2 | $116K | Sell |
2,125
-202
| -9% | -$11K | ﹤0.01% | 985 |
|
|
2022
Q1 | $147K | Sell |
2,327
-342
| -13% | -$21.6K | ﹤0.01% | 1025 |
|
|
2021
Q4 | $229K | Sell |
2,669
-160
| -6% | -$13.7K | 0.01% | 1037 |
|
|
2021
Q3 | $203K | Sell |
2,829
-224
| -7% | -$16.1K | 0.01% | 916 |
|
|
2021
Q2 | $224K | Sell |
3,053
-152,461
| -98% | -$11.2M | 0.01% | 895 |
|
|
2021
Q1 | $10.9M | Buy |
+155,514
| New | +$10.9M | 0.29% | 93 |
|