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
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 $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

Belpointe Asset Management's XHB Position: Q4 2025 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2025, closing a stake of 2,604 shares — an estimated $289K sold.

Belpointe Asset Management first reported a position in XHB in Q3 2019 and held it in 11 quarters. The position peaked at $3.32M in Q1 2024. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2025.

Belpointe Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 2,604 State Street SPDR S&P Homebuilders ETF shares in Q4 2025, an estimated $289K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and held it in 11 quarters.
Belpointe Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $3.32M in Q1 2024.
312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.