Wealth Effects’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$573K	Buy	5,805 +1	+0%	+$110	0.2%	99
2025 Q4	$598K	Sell	5,804 -99	-2%	-$10.5K	0.19%	95
2025 Q3	$654K	Buy	5,903 +1,002	+20%	+$110K	0.21%	90
2025 Q2	$483K	Sell	4,901 -924	-16%	-$87.9K	0.18%	103
2025 Q1	$564K	Buy	5,825 +4	+0.1%	+$415	0.24%	84
2024 Q4	$608K	Sell	5,821 -273	-4%	-$32K	0.22%	92
2024 Q3	$759K	Buy	6,094 +126	+2%	+$14.2K	0.27%	78
2024 Q2	$603K	Sell	5,968 -1,998	-25%	-$209K	0.22%	85
2024 Q1	$889K	Buy	7,966 +1	+0%	+$100	0.33%	64
2023 Q4	$762K	Buy	7,965 +3	+0%	+$244	0.29%	79
2023 Q3	$610K	Sell	7,962 -304	-4%	-$24.7K	0.3%	79
2023 Q2	$664K	Sell	8,266 -47	-0.6%	-$3.37K	0.29%	75
2023 Q1	$563K	Sell	8,313 -296	-3%	-$19.8K	0.29%	78
2022 Q4	$519K	Sell	8,609 -65	-0.7%	-$3.86K	0.3%	78
2022 Q3	$474K	Buy	8,674 +3	+0%	+$182	0.29%	77
2022 Q2	$474K	Buy	8,671 +4	+0%	+$241	0.29%	84
2022 Q1	$548K	Buy	8,667 +3	+0%	+$216	0.26%	82
2021 Q4	$743K	Buy	+8,664	New	+$694K	0.31%	66