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

Western Wealth Management’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	-2,029	Closed	-$253K	–	771
2024 Q3	$253K	Buy	+2,029	New	+$229K	0.01%	655
2024 Q1	–	Sell	-2,101	Closed	-$201K	–	735
2023 Q4	$201K	Buy	+2,101	New	+$171K	0.01%	662
2022 Q1	–	Sell	-2,836	Closed	-$245K	–	850
2021 Q4	$245K	Buy	+2,836	New	+$227K	0.02%	523
2021 Q2	$249K	Buy	+3,400	New	+$251K	0.03%	547

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

Western Wealth Management's XHB Position: Q4 2024 in Review

Western Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2024, closing a stake of 2,029 shares — an estimated $253K sold.

Western Wealth Management first reported a position in XHB in Q2 2021 and held it in 4 quarters. The position peaked at $253K in Q3 2024. 318 funds tracked by Wall St. Rank hold XHB as of Q4 2024.

Western Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 2,029 State Street SPDR S&P Homebuilders ETF shares in Q4 2024, an estimated $253K.
Western Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and held it in 4 quarters.
Western Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $253K in Q3 2024.
318 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.