WealthShield Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

WealthShield Partners’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	-45	Closed	-$5.61K	–	520
2024 Q3	$5.61K	Buy	+45	New	+$5.09K	﹤0.01%	459
2023 Q3	–	Sell	-11	Closed	-$883	–	507
2023 Q2	$883	Sell	11 -15	-58%	-$1.07K	﹤0.01%	481
2023 Q1	$1.76K	Buy	+26	New	+$1.74K	﹤0.01%	475
2021 Q4	–	Sell	-116,305	Closed	-$8.35M	–	303
2021 Q3	$8.35M	Buy	+116,305	New	+$8.75M	2.23%	9

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

WealthShield Partners's XHB Position: Q4 2024 in Review

WealthShield Partners sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 45 shares — an estimated $5.61K sold.

WealthShield Partners first reported a position in XHB in Q3 2021 and held it in 4 quarters. The position peaked at $8.35M in Q3 2021. 319 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

WealthShield Partners reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
WealthShield Partners sold 45 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $5.61K.
WealthShield Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2021 and held it in 4 quarters.
WealthShield Partners's State Street SPDR S&P Homebuilders ETF position peaked at $8.35M in Q3 2021.
319 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on WealthShield Partners's 13F filing for Q4 2024, filed 4 Feb 2025.