BOS Asset Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

BOS 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 Q2	$223K	Sell	1,931 -37,370	-95%	-$3.92M	0.05%	187
2026 Q1	$3.88M	Sell	39,301 -271	-0.7%	-$29.7K	0.99%	28
2025 Q4	$4.07M	Buy	39,572 +5,136	+15%	+$546K	1.09%	25
2025 Q3	$3.82M	Sell	34,436 -58	-0.2%	-$6.36K	1.08%	25
2025 Q2	$3.4M	Buy	34,494 +1,257	+4%	+$120K	1.08%	25
2025 Q1	$3.22M	Buy	+33,237	New	+$3.45M	1.11%	23

Other funds holding XHB

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return