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
2026 Q2	$220K	Buy	+1,900	New	+$199K	0.09%	150
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 $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

Beaton Management Company's XHB Position: Q2 2026 in Review

Beaton Management Company opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026: 1,900 shares worth $220K. The stake represents 0.09% of the portfolio and ranks #150 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in XHB as recently as Q3 2025.

Beaton Management Company first reported a position in XHB in Q1 2024 and has held it in 4 quarters since. The position peaked at $237K in Q3 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Beaton Management Company held 1,900 shares of State Street SPDR S&P Homebuilders ETF worth $220K as of Q2 2026.
State Street SPDR S&P Homebuilders ETF was a new Beaton Management Company position in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.09% of Beaton Management Company's portfolio in Q2 2026, its #150 holding.
Beaton Management Company first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and has held it in 4 quarters since.
Beaton Management Company's State Street SPDR S&P Homebuilders ETF position peaked at $237K in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.