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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
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bernard Wealth Management's XHB Position: Q1 2026 in Review

Bernard Wealth Management held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q1 2026 at 839 shares worth $82.8K. The position accounts for 0.04% of the portfolio, ranked #107.

Bernard Wealth Management first reported a position in XHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $93K in Q3 2025. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Bernard Wealth Management held 839 shares of State Street SPDR S&P Homebuilders ETF worth $82.8K as of Q1 2026.
  • Bernard Wealth Management left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Homebuilders ETF made up 0.04% of Bernard Wealth Management's portfolio in Q1 2026, its #107 holding.
  • Bernard Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $93K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.