Clearstead Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Clearstead Advisors’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	$216K	Hold	1,865	–	–	﹤0.01%	1040
2026 Q1	$184K	Sell	1,865 -25	-1%	-$2.74K	﹤0.01%	1006
2025 Q4	$195K	Sell	1,890 -78	-4%	-$8.29K	﹤0.01%	944
2025 Q3	$218K	Buy	1,968 +103	+6%	+$11.3K	﹤0.01%	862
2025 Q2	$184K	Hold	1,865	–	–	﹤0.01%	914
2025 Q1	$181K	Hold	1,865	–	–	﹤0.01%	857
2024 Q4	$195K	Sell	1,865 -404	-18%	-$47.4K	﹤0.01%	868
2024 Q3	$283K	Hold	2,269	–	–	﹤0.01%	741
2024 Q2	$229K	Hold	2,269	–	–	﹤0.01%	778
2024 Q1	$242K	Hold	2,269	–	–	0.01%	441
2023 Q4	$217K	Hold	2,269	–	–	0.01%	446
2023 Q3	$174K	Hold	2,269	–	–	0.01%	443
2023 Q2	$182K	Hold	2,269	–	–	0.01%	443
2023 Q1	$154K	Hold	2,269	–	–	0.01%	435
2022 Q4	$137K	Hold	2,269	–	–	0.01%	437
2022 Q3	$124K	Buy	+2,269	New	+$138K	0.01%	435

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

Clearstead Advisors's XHB Position: Q2 2026 in Review

Clearstead Advisors held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 1,865 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Clearstead Advisors first reported a position in XHB in Q3 2022 and has held it in 16 quarters since. The position peaked at $283K in Q3 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Clearstead Advisors held 1,865 shares of State Street SPDR S&P Homebuilders ETF worth $216K as of Q2 2026.
Clearstead Advisors 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 Clearstead Advisors's portfolio in Q2 2026, its #1040 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2022 and has held it in 16 quarters since.
Clearstead Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $283K in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.