Arkadios Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Arkadios Wealth 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 Q2	$532K	Sell	4,600 -476	-9%	-$49.9K	0.01%	1091
2026 Q1	$501K	Buy	5,076 +107	+2%	+$11.7K	0.01%	1109
2025 Q4	$512K	Sell	4,969 -225	-4%	-$23.9K	0.01%	997
2025 Q3	$576K	Buy	5,194 +497	+11%	+$54.5K	0.01%	870
2025 Q2	$463K	Sell	4,697 -39	-0.8%	-$3.71K	0.01%	874
2025 Q1	$459K	Buy	4,736 +715	+18%	+$74.1K	0.02%	736
2024 Q4	$420K	Sell	4,021 -465	-10%	-$54.5K	0.02%	613
2024 Q3	$559K	Buy	4,486 +266	+6%	+$30.1K	0.03%	504
2024 Q2	$427K	Buy	+4,220	New	+$441K	0.03%	513
2022 Q1	–	Sell	-3,426	Closed	-$294K	–	638
2021 Q4	$294K	Sell	3,426 -69	-2%	-$5.53K	0.04%	458
2021 Q3	$250K	Hold	3,495	–	–	0.04%	448
2021 Q2	$255K	Buy	3,495 +3,195	+1,065%	+$236K	0.03%	482
2021 Q1	$21K	Hold	300	–	–	﹤0.01%	959
2020 Q4	$17K	Hold	300	–	–	﹤0.01%	814
2020 Q3	$17.2K	Hold	300	–	–	0.01%	630
2020 Q2	$13.6K	Hold	300	–	–	0.01%	619
2020 Q1	$8.94K	Buy	+300	New	+$12.8K	0.01%	663

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

Arkadios Wealth Advisors's XHB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 9.4% in Q2 2026, selling an estimated $49.9K and leaving 4,600 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #1091.

Arkadios Wealth Advisors first reported a position in XHB in Q1 2020 and has held it in 17 quarters since. The position peaked at $576K in Q3 2025. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Arkadios Wealth Advisors held 4,600 shares of State Street SPDR S&P Homebuilders ETF worth $532K as of Q2 2026.
Arkadios Wealth Advisors sold 476 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $49.9K.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1091 holding.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2020 and has held it in 17 quarters since.
Arkadios Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $576K in Q3 2025.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.