Aprio Wealth Management
XHB icon

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

Aprio 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 		– Sell
-2,049
Closed -$237K – 680
2026
Q2 		$237K Buy
+2,049
New +$215K 0.01% 575
2026
Q1 		– Sell
-2,000
Closed -$206K – 638
2025
Q4 		$206K Buy
+2,000
New +$212K 0.01% 522

Other funds holding XHB

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Aprio Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2026, closing a stake of 2,049 shares — an estimated $237K sold.

Aprio Wealth Management first reported a position in XHB in Q4 2025 and held it in 2 quarters. The position peaked at $237K in Q2 2026. 257 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

  • Aprio Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 2,049 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $237K.
  • Aprio Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2025 and held it in 2 quarters.
  • Aprio Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $237K in Q2 2026.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.