Bank of Montreal’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bank of Montreal’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
2023 Q3	–	Sell	-635,000	Closed	-$51M	–	4281
2023 Q2	$51M	Buy	+635,000	New	+$45.5M	0.02%	401
2021 Q2	–	Sell	-42,800	Closed	-$3.08M	–	4976
2021 Q1	$3.08M	Buy	+42,800	New	+$2.73M	﹤0.01%	1576
2019 Q2	–	Sell	-355,800	Closed	-$13.7M	–	5090
2019 Q1	$13.7M	Buy	+355,800	New	+$13.2M	0.01%	742
2014 Q2	–	Sell	-50,000	Closed	-$1.63M	–	4846
2014 Q1	$1.63M	Buy	+50,000	New	+$1.62M	﹤0.01%	1423

Other funds holding XHB

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

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

Citigroup New York $303B AUM 53.02% 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

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of Montreal's XHB Position: Q1 2026 in Review

Bank of Montreal increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 257% in Q1 2026, buying an estimated $17M and bringing the position to 214,789 shares worth $21.2M. The position accounts for 0.01% of the portfolio, ranked #825.

Bank of Montreal first reported a position in XHB in Q2 2013 and has held it in 52 quarters since. The position peaked at $36M in Q1 2017. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Bank of Montreal held 214,789 shares of State Street SPDR S&P Homebuilders ETF worth $21.2M as of Q1 2026.
Bank of Montreal bought 154,674 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $17M.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #825 holding.
Bank of Montreal first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's State Street SPDR S&P Homebuilders ETF position peaked at $36M in Q1 2017.
307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.