Belpointe Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Belpointe Asset 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
2026 Q2	$244K	Buy	+2,115	New	+$222K	0.01%	975
2025 Q4	–	Sell	-2,604	Closed	-$289K	–	1115
2025 Q3	$289K	Buy	+2,604	New	+$286K	0.01%	811
2025 Q1	–	Sell	-27,301	Closed	-$3.2M	–	1046
2024 Q4	$3.2M	Buy	27,301 +25,617	+1,521%	+$3M	0.19%	107
2024 Q3	$210K	Buy	+1,684	New	+$190K	0.01%	790
2024 Q2	–	Sell	-29,779	Closed	-$3.32M	–	950
2024 Q1	$3.32M	Buy	29,779 +5,054	+20%	+$505K	0.25%	82
2023 Q4	$2.37M	Buy	24,725 +8,371	+51%	+$681K	0.21%	94
2023 Q3	$1.25M	Buy	+16,354	New	+$1.33M	0.13%	159
2023 Q2	–	Sell	-1,499	Closed	-$102K	–	3410
2023 Q1	$102K	Buy	1,499 +255	+20%	+$17K	0.01%	1298
2022 Q4	$75K	Buy	+1,244	New	+$73.9K	﹤0.01%	1397
2022 Q1	–	Sell	-1,665	Closed	-$143K	–	1319
2021 Q4	$143K	Buy	+1,665	New	+$133K	0.01%	1036
2020 Q1	–	Sell	-3,327	Closed	-$151K	–	808
2019 Q4	$151K	Sell	3,327 -1,762	-35%	-$79.7K	0.02%	627
2019 Q3	$224K	Buy	+5,089	New	+$214K	0.04%	448

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

Belpointe Asset Management's XHB Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026: 2,115 shares worth $244K. The stake represents 0.01% of the portfolio and ranks #975 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in XHB as recently as Q3 2025.

Belpointe Asset Management first reported a position in XHB in Q3 2019 and has held it in 12 quarters since. The position peaked at $3.32M in Q1 2024. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Belpointe Asset Management held 2,115 shares of State Street SPDR S&P Homebuilders ETF worth $244K as of Q2 2026.
State Street SPDR S&P Homebuilders ETF was a new Belpointe Asset Management position in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #975 holding.
Belpointe Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and has held it in 12 quarters since.
Belpointe Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $3.32M in Q1 2024.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.