Cornerstone Planning Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Cornerstone Planning Group’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	–	Sell	-1	Closed	-$107	–	1743
2026 Q2	$107	Hold	1	–	–	﹤0.01%	1832
2026 Q1	$103	Sell	1 -70	-99%	-$7.67K	﹤0.01%	1790
2025 Q4	$7.78K	Buy	71 +38	+115%	+$4.04K	﹤0.01%	848
2025 Q3	$19.5K	Sell	33 -46	-58%	-$5.05K	﹤0.01%	591
2025 Q2	$8.47K	Hold	79	–	–	﹤0.01%	594
2025 Q1	$7.27K	Buy	+79	New	+$8.19K	﹤0.01%	639
2022 Q4	$29.5K	Buy	+465	New	+$27.6K	0.01%	351

Other funds holding XHB

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

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

SCM

Sage Capital Management Stockton, New Jersey $263M AUM 22.29% 1-Year Est. Return

James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Cornerstone Planning Group's XHB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2026, closing a stake of 1 share — an estimated $107 sold.

Cornerstone Planning Group first reported a position in XHB in Q4 2022 and held it in 7 quarters. The position peaked at $29.5K in Q4 2022. 53 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 1 State Street SPDR S&P Homebuilders ETF share in Q3 2026, an estimated $107.
Cornerstone Planning Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's State Street SPDR S&P Homebuilders ETF position peaked at $29.5K in Q4 2022.
53 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.