Bogart Wealth LLC’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bogart Wealth LLC’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	$7.63K	Hold	66	–	–	﹤0.01%	1082
2026 Q1	$6.52K	Sell	66 -46	-41%	-$5.04K	﹤0.01%	997
2025 Q4	$11.5K	Sell	112 -29,403	-100%	-$3.12M	﹤0.01%	835
2025 Q3	$3.27M	Buy	29,515 +1,068	+4%	+$117K	0.13%	104
2025 Q2	$2.8M	Buy	28,447 +2,516	+10%	+$239K	0.12%	107
2025 Q1	$2.51M	Buy	25,931 +1,839	+8%	+$191K	0.12%	105
2024 Q4	$2.52M	Buy	24,092 +1,033	+4%	+$121K	0.12%	105
2024 Q3	$2.87M	Buy	23,059 +1,105	+5%	+$125K	0.14%	105
2024 Q2	$2.22M	Buy	+21,954	New	+$2.29M	0.11%	107

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

Bogart Wealth LLC's XHB Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 66 shares worth $7.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Bogart Wealth LLC first reported a position in XHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.27M in Q3 2025. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Bogart Wealth LLC held 66 shares of State Street SPDR S&P Homebuilders ETF worth $7.63K as of Q2 2026.
Bogart Wealth LLC left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1082 holding.
Bogart Wealth LLC first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2024 and has held it in 9 quarters since.
Bogart Wealth LLC's State Street SPDR S&P Homebuilders ETF position peaked at $3.27M in Q3 2025.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.