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

AAFMAA Wealth Management & Trust’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 Q2	$1.23M	Buy	10,659 +184	+2%	+$19.3K	0.43%	48
2026 Q1	$1.03M	Sell	10,475 -16,270	-61%	-$1.78M	0.4%	56
2025 Q4	$2.75M	Buy	26,745 +2,826	+12%	+$300K	1.08%	22
2025 Q3	$2.65M	Buy	23,919 +321	+1%	+$35.2K	1.05%	21
2025 Q2	$2.33M	Buy	23,598 +1,327	+6%	+$126K	0.96%	24
2025 Q1	$2.16M	Buy	22,271 +11,907	+115%	+$1.23M	0.98%	24
2024 Q4	$1.08M	Buy	10,364 +229	+2%	+$26.9K	0.47%	55
2024 Q3	$1.26M	Buy	10,135 +5,904	+140%	+$667K	0.56%	52
2024 Q2	$428K	Buy	+4,231	New	+$442K	0.21%	68

Other funds holding XHB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

SCM

Sage Capital Management Stockton, New Jersey $256M AUM 29.76% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

EIP

Essential Investment Partners Englewood, Colorado $125M AUM

OWA

Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return

AAFMAA Wealth Management & Trust's XHB Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 1.8% in Q2 2026, buying an estimated $19.3K and bringing the position to 10,659 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #48.

AAFMAA Wealth Management & Trust first reported a position in XHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q4 2025. 49 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

AAFMAA Wealth Management & Trust held 10,659 shares of State Street SPDR S&P Homebuilders ETF worth $1.23M as of Q2 2026.
AAFMAA Wealth Management & Trust bought 184 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $19.3K.
State Street SPDR S&P Homebuilders ETF made up 0.43% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #48 holding.
AAFMAA Wealth Management & Trust first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2024 and has held it in 9 quarters since.
AAFMAA Wealth Management & Trust's State Street SPDR S&P Homebuilders ETF position peaked at $2.75M in Q4 2025.
49 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.