Congress Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$937K Buy
9,508
+2,842
+43% +$270K 0.01% 729
2025
Q1
$654K Buy
+6,666
New +$691K 0.01% 740

Other funds holding XHB

Congress Wealth Management's XHB Position: Q2 2025 in Review

Congress Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 43% in Q2 2025, buying an estimated $270K and bringing the position to 9,508 shares worth $937K. The position accounts for 0.01% of the portfolio, ranked #729.

Congress Wealth Management first reported a position in XHB in Q1 2025 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

  • Congress Wealth Management held 9,508 shares of State Street SPDR S&P Homebuilders ETF worth $937K as of Q2 2025.
  • Congress Wealth Management bought 2,842 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $270K.
  • State Street SPDR S&P Homebuilders ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #729 holding.
  • Congress Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2025 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.