Aptus Capital Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Aptus Capital Advisors’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	$288	Hold	3	–	–	﹤0.01%	1782
2026 Q2	$347	Hold	3	–	–	﹤0.01%	1771
2026 Q1	$296	Sell	3 -1,052	-100%	-$115K	﹤0.01%	1663
2025 Q4	$109K	Hold	1,055	–	–	﹤0.01%	1163
2025 Q3	$117K	Buy	1,055 +1	+0.1%	+$110	﹤0.01%	1088
2025 Q2	$104K	Hold	1,054	–	–	﹤0.01%	1061
2025 Q1	$102K	Buy	1,054 +1	+0.1%	+$104	﹤0.01%	1006
2024 Q4	$110K	Buy	1,053 +1	+0.1%	+$117	﹤0.01%	987
2024 Q3	$131K	Sell	1,052 -144	-12%	-$16.3K	﹤0.01%	824
2024 Q2	$121K	Buy	1,196 +144	+14%	+$15K	﹤0.01%	800
2024 Q1	$117K	Hold	1,052	–	–	﹤0.01%	802
2023 Q4	$101K	Buy	+1,052	New	+$85.5K	﹤0.01%	614

Other funds holding XHB

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Aptus Capital Advisors's XHB Position: Q3 2026 in Review

Aptus Capital Advisors held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q3 2026 at 3 shares worth $288. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Aptus Capital Advisors first reported a position in XHB in Q4 2023 and has held it in 12 quarters since. The position peaked at $131K in Q3 2024. 257 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Aptus Capital Advisors held 3 shares of State Street SPDR S&P Homebuilders ETF worth $288 as of Q3 2026.
Aptus Capital Advisors left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q3 2026.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #1782 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and has held it in 12 quarters since.
Aptus Capital Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $131K in Q3 2024.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.