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 Q3	$599K	Buy	6,240 +264	+4%	+$27.6K	0.13%	146
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Accel Wealth Management's XHB Position: Q3 2026 in Review

Accel Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 4.4% in Q3 2026, buying an estimated $27.6K and bringing the position to 6,240 shares worth $599K. The position accounts for 0.13% of the portfolio, ranked #146.

Accel Wealth Management first reported a position in XHB in Q4 2020 and has held it in 13 quarters since. The position peaked at $880K in Q4 2025. 136 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Accel Wealth Management held 6,240 shares of State Street SPDR S&P Homebuilders ETF worth $599K as of Q3 2026.
Accel Wealth Management bought 264 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $27.6K.
State Street SPDR S&P Homebuilders ETF made up 0.13% of Accel Wealth Management's portfolio in Q3 2026, its #146 holding.
Accel Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and has held it in 13 quarters since.
Accel Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $880K in Q4 2025.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.