Bernard Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bernard Wealth 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	$97K	Hold	839	–	–	0.04%	106
2026 Q1	$82.8K	Hold	839	–	–	0.04%	107
2025 Q4	$86.4K	Hold	839	–	–	0.04%	103
2025 Q3	$93K	Hold	839	–	–	0.04%	98
2025 Q2	$82.7K	Hold	839	–	–	0.04%	99
2025 Q1	$81.3K	Hold	839	–	–	0.04%	94
2024 Q4	$87.7K	Buy	+839	New	+$98.4K	0.04%	93

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

Bernard Wealth Management's XHB Position: Q2 2026 in Review

Bernard Wealth Management held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 839 shares worth $97K. The position accounts for 0.04% of the portfolio, ranked #106.

Bernard Wealth Management first reported a position in XHB in Q4 2024 and has held it in 7 quarters since. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Bernard Wealth Management held 839 shares of State Street SPDR S&P Homebuilders ETF worth $97K as of Q2 2026.
Bernard Wealth Management left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #106 holding.
Bernard Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2024 and has held it in 7 quarters since.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.