Beaton Management Company’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Beaton Management Company’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	-1,900	Closed	-$211K	–	151
2025 Q3	$211K	Buy	+1,900	New	+$208K	0.1%	140
2024 Q4	–	Sell	-1,900	Closed	-$237K	–	137
2024 Q3	$237K	Buy	+1,900	New	+$215K	0.12%	128
2024 Q2	–	Sell	-1,900	Closed	-$212K	–	141
2024 Q1	$212K	Buy	+1,900	New	+$190K	0.12%	131

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

Beaton Management Company's XHB Position: Q4 2025 in Review

Beaton Management Company sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2025, closing a stake of 1,900 shares — an estimated $211K sold.

Beaton Management Company first reported a position in XHB in Q1 2024 and held it in 3 quarters. The position peaked at $237K in Q3 2024. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2025.

Beaton Management Company reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2025 after selling out during the quarter.
Beaton Management Company sold 1,900 State Street SPDR S&P Homebuilders ETF shares in Q4 2025, an estimated $211K.
Beaton Management Company first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and held it in 3 quarters.
Beaton Management Company's State Street SPDR S&P Homebuilders ETF position peaked at $237K in Q3 2024.
312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2025.

Based on Beaton Management Company's 13F filing for Q4 2025, filed 10 Feb 2026.