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

Accel 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
2026 Q2	$691K	Sell	5,976 -2,455	-29%	-$257K	0.16%	128
2026 Q1	$832K	Sell	8,431 -115	-1%	-$12.6K	0.22%	107
2025 Q4	$880K	Buy	8,546 +771	+10%	+$81.9K	0.24%	98
2025 Q3	$862K	Buy	7,775 +878	+13%	+$96.3K	0.25%	93
2025 Q2	$680K	Sell	6,897 -79	-1%	-$7.51K	0.23%	102
2025 Q1	$676K	Buy	6,976 +1,619	+30%	+$168K	0.24%	96
2024 Q4	$560K	Buy	5,357 +2,400	+81%	+$282K	0.21%	116
2024 Q3	$368K	Buy	+2,957	New	+$334K	0.14%	164
2022 Q1	–	Sell	-685	Closed	-$59K	–	973
2021 Q4	$59K	Buy	+685	New	+$54.9K	0.03%	353
2021 Q3	–	Sell	-683	Closed	-$50K	–	895
2021 Q2	$50K	Buy	683 +1	+0.1%	+$74	0.03%	340
2021 Q1	$48K	Buy	682 +2	+0.3%	+$127	0.04%	326
2020 Q4	$39K	Buy	+680	New	+$38.4K	0.04%	343

Other funds holding XHB

AAS

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

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

PWA

Primoris Wealth Advisors North Palm Beach, Florida $219M AUM 77.87% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Accel Wealth Management's XHB Position: Q2 2026 in Review

Accel Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 29% in Q2 2026, selling an estimated $257K and leaving 5,976 shares worth $691K. The position accounts for 0.16% of the portfolio, ranked #128.

Accel Wealth Management first reported a position in XHB in Q4 2020 and has held it in 12 quarters since. The position peaked at $880K in Q4 2025. 98 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Accel Wealth Management held 5,976 shares of State Street SPDR S&P Homebuilders ETF worth $691K as of Q2 2026.
Accel Wealth Management sold 2,455 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $257K.
State Street SPDR S&P Homebuilders ETF made up 0.16% of Accel Wealth Management's portfolio in Q2 2026, its #128 holding.
Accel Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and has held it in 12 quarters since.
Accel Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $880K in Q4 2025.
98 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.