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

AE 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	$17.7K	Buy	153 +17	+13%	+$1.78K	﹤0.01%	2281
2026 Q1	$13.4K	Buy	136 +23	+20%	+$2.52K	﹤0.01%	2217
2025 Q4	$11.7K	Buy	113 +23	+26%	+$2.44K	﹤0.01%	2117
2025 Q3	$10K	Buy	90 +13	+17%	+$1.43K	﹤0.01%	2000
2025 Q2	$7.61K	Sell	77 -181	-70%	-$17.2K	﹤0.01%	1910
2025 Q1	$25K	Sell	258 -42	-14%	-$4.36K	﹤0.01%	1692
2024 Q4	$31.3K	Buy	+300	New	+$35.2K	﹤0.01%	1636
2024 Q3	–	Sell	-2,893	Closed	-$292K	–	1333
2024 Q2	$292K	Sell	2,893 -13,407	-82%	-$1.4M	﹤0.01%	1041
2024 Q1	$1.82M	Sell	16,300 -91,507	-85%	-$9.15M	0.02%	517
2023 Q4	$10.2M	Buy	107,807 +100,863	+1,453%	+$8.2M	0.05%	386
2023 Q3	$532K	Sell	6,944 -7,663	-52%	-$623K	﹤0.01%	1342
2023 Q2	$1.17M	Buy	14,607 +7,070	+94%	+$506K	0.01%	1030
2023 Q1	$511K	Sell	7,537 -1,165	-13%	-$77.8K	﹤0.01%	1350
2022 Q4	$525K	Sell	8,702 -19,750	-69%	-$1.17M	﹤0.01%	1297
2022 Q3	$1.56M	Buy	28,452 +24,256	+578%	+$1.47M	0.01%	783
2022 Q2	$230K	Sell	4,196 -3,286	-44%	-$198K	﹤0.01%	1546
2022 Q1	$473K	Sell	7,482 -64,613	-90%	-$4.66M	﹤0.01%	1255
2021 Q4	$6.18M	Buy	+72,095	New	+$5.78M	0.04%	379

Other funds holding XHB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

AAS

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

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

AE Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 13% in Q2 2026, buying an estimated $1.78K and bringing the position to 153 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2281.

AE Wealth Management first reported a position in XHB in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.2M in Q4 2023. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

AE Wealth Management held 153 shares of State Street SPDR S&P Homebuilders ETF worth $17.7K as of Q2 2026.
AE Wealth Management bought 17 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $1.78K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2281 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2021 and has held it in 18 quarters since.
AE Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $10.2M in Q4 2023.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.