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Annex Advisory Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Annex Advisory Services’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 		$66.3M Buy
+573,773
New +$60.1M 1.13% 28
2025
Q4 		– Sell
-408,923
Closed -$45.3M – 374
2025
Q3 		$45.3M Buy
+408,923
New +$44.9M 0.96% 33

Other funds holding XHB

MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
BC
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
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Annex Advisory Services's XHB Position: Q2 2026 in Review

Annex Advisory Services opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026: 573,773 shares worth $66.3M. The stake represents 1.13% of the portfolio and ranks #28 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in XHB as recently as Q3 2025.

Annex Advisory Services first reported a position in XHB in Q3 2025 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

  • Annex Advisory Services held 573,773 shares of State Street SPDR S&P Homebuilders ETF worth $66.3M as of Q2 2026.
  • State Street SPDR S&P Homebuilders ETF was a new Annex Advisory Services position in Q2 2026.
  • State Street SPDR S&P Homebuilders ETF made up 1.13% of Annex Advisory Services's portfolio in Q2 2026, its #28 holding.
  • Annex Advisory Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2025 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.