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

Axxcess 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
2025 Q4	–	Sell	-2,319	Closed	-$257K	–	1103
2025 Q3	$257K	Buy	+2,319	New	+$254K	0.01%	809
2024 Q2	–	Sell	-2,635	Closed	-$294K	–	959
2024 Q1	$294K	Sell	2,635 -358	-12%	-$35.8K	0.01%	671
2023 Q4	$286K	Buy	+2,993	New	+$243K	0.01%	656
2023 Q3	–	Sell	-3,512	Closed	-$282K	–	852
2023 Q2	$282K	Sell	3,512 -435	-11%	-$31.2K	0.02%	464
2023 Q1	$267K	Buy	+3,947	New	+$264K	0.02%	509

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Axxcess Wealth Management's XHB Position: Q4 2025 in Review

Axxcess Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2025, closing a stake of 2,319 shares — an estimated $257K sold.

Axxcess Wealth Management first reported a position in XHB in Q1 2023 and held it in 5 quarters. The position peaked at $294K in Q1 2024. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2025.

Axxcess Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2025 after selling out during the quarter.
Axxcess Wealth Management sold 2,319 State Street SPDR S&P Homebuilders ETF shares in Q4 2025, an estimated $257K.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and held it in 5 quarters.
Axxcess Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $294K in Q1 2024.
312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.