WA
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Waverly Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Waverly 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
2026
Q1 		$209K Sell
2,116
-99
-4% -$10.9K ﹤0.01% 1472
2025
Q4 		$228K Buy
2,215
+51
+2% +$5.42K ﹤0.01% 1337
2025
Q3 		$240K Sell
2,164
-749
-26% -$82.2K ﹤0.01% 1133
2025
Q2 		$287K Hold
2,913
– – ﹤0.01% 984
2025
Q1 		$282K Buy
2,913
+152
+6% +$15.8K ﹤0.01% 937
2024
Q4 		$289K Buy
2,761
+1
+0% +$117 ﹤0.01% 834
2024
Q3 		$344K Sell
2,760
-116
-4% -$13.1K 0.01% 654
2024
Q2 		$291K Buy
2,876
+54
+2% +$5.64K 0.01% 670
2024
Q1 		$315K Buy
+2,822
New +$282K 0.01% 555

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 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 $280B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.12B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return