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

Copia Wealth 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	$27.7K	Sell	240 -190	-44%	-$19.9K	0.02%	263
2026 Q1	$42.5K	Hold	430	–	–	0.03%	214
2025 Q4	$44.3K	Buy	430 +190	+79%	+$20.2K	0.03%	211
2025 Q3	$26.6K	Hold	240	–	–	0.02%	243
2025 Q2	$23.7K	Hold	240	–	–	0.02%	227
2025 Q1	$23.3K	Hold	240	–	–	0.02%	211
2024 Q4	$25.1K	Buy	+240	New	+$28.1K	0.02%	192

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

Copia Wealth Management's XHB Position: Q2 2026 in Review

Copia Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 44% in Q2 2026, selling an estimated $19.9K and leaving 240 shares worth $27.7K. The position accounts for 0.02% of the portfolio, ranked #263.

Copia Wealth Management first reported a position in XHB in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.3K in Q4 2025. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Copia Wealth Management held 240 shares of State Street SPDR S&P Homebuilders ETF worth $27.7K as of Q2 2026.
Copia Wealth Management sold 190 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $19.9K.
State Street SPDR S&P Homebuilders ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #263 holding.
Copia Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $44.3K in Q4 2025.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.