Caldwell Sutter Capital’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Caldwell Sutter Capital’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	$3.26K	Buy	34 +27	+386%	+$2.83K	﹤0.01%	763
2026 Q2	$809	Hold	7	–	–	﹤0.01%	868
2026 Q1	$691	Hold	7	–	–	﹤0.01%	837
2025 Q4	$721	Hold	7	–	–	﹤0.01%	824
2025 Q3	$776	Hold	7	–	–	﹤0.01%	812
2025 Q2	$690	Hold	7	–	–	﹤0.01%	794
2025 Q1	$678	Hold	7	–	–	﹤0.01%	814
2024 Q4	$732	Hold	7	–	–	﹤0.01%	831
2024 Q3	$872	Hold	7	–	–	﹤0.01%	824
2024 Q2	$708	Hold	7	–	–	﹤0.01%	843
2024 Q1	$781	Hold	7	–	–	﹤0.01%	839
2023 Q4	$670	Buy	+7	New	+$569	﹤0.01%	869

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

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

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Caldwell Sutter Capital's XHB Position: Q3 2026 in Review

Caldwell Sutter Capital increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 386% in Q3 2026, buying an estimated $2.83K and bringing the position to 34 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Caldwell Sutter Capital first reported a position in XHB in Q4 2023 and has held it in 12 quarters since. 150 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Caldwell Sutter Capital held 34 shares of State Street SPDR S&P Homebuilders ETF worth $3.26K as of Q3 2026.
Caldwell Sutter Capital bought 27 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $2.83K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q3 2026, its #763 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and has held it in 12 quarters since.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.