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 Q3	–	Sell	-2,115	Closed	-$244K	–	1264
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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Belpointe Asset Management's XHB Position: Q3 2026 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2026, closing a stake of 2,115 shares — an estimated $244K sold.

Belpointe Asset Management first reported a position in XHB in Q3 2019 and held it in 12 quarters. The position peaked at $3.32M in Q1 2024. 169 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Belpointe Asset Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2026 after selling out during the quarter.
Belpointe Asset Management sold 2,115 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $244K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and held it in 12 quarters.
Belpointe Asset Management's State Street SPDR S&P Homebuilders ETF position peaked at $3.32M in Q1 2024.
169 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.