Wealthspire Advisors (New York)’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q3	–	Hold	0	–	–	–	3061
2021 Q3	–	Sell	-2,972	Closed	-$218K	–	598
2021 Q2	$218K	Buy	+2,972	New	+$220K	0.01%	346

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s XHB Position: Q3 2025 in Review

Wealthspire Advisors (New York) held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q3 2025 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

Wealthspire Advisors (New York) first reported a position in XHB in Q2 2021 and has held it in 1 quarter since. The position peaked at $218K in Q2 2021. 304 funds tracked by Wall St. Rank hold XHB as of Q3 2025.

Wealthspire Advisors (New York) held 0 shares of State Street SPDR S&P Homebuilders ETF worth $1 as of Q3 2025.
Wealthspire Advisors (New York) left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q3 2025.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q3 2025, its #3061 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and has held it in 1 quarter since.
Wealthspire Advisors (New York)'s State Street SPDR S&P Homebuilders ETF position peaked at $218K in Q2 2021.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2025, filed 14 Nov 2025.