CX Institutional’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

CX Institutional’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	$10K	Buy	105 +1	+1%	+$105	﹤0.01%	1360
2026 Q2	$12K	Hold	104	–	–	﹤0.01%	1273
2026 Q1	$10K	Sell	104 -10	-9%	-$1.1K	﹤0.01%	1308
2025 Q4	$12K	Buy	114 +10	+10%	+$1.06K	﹤0.01%	1175
2025 Q3	$12K	Buy	+104	New	+$11.4K	﹤0.01%	1174
2024 Q3	–	Sell	-3,824	Closed	-$387K	–	599
2024 Q2	$387K	Sell	3,824 -29	-0.8%	-$3.03K	0.02%	404
2024 Q1	$430K	Buy	3,853 +3,800	+7,170%	+$380K	0.02%	384
2023 Q4	$5.07K	Buy	+53	New	+$4.31K	﹤0.01%	523
2023 Q3	–	Sell	-12,494	Closed	-$1M	–	558
2023 Q2	$1M	Buy	12,494 +121	+1%	+$8.67K	0.05%	278
2023 Q1	$839K	Sell	12,373 -21,435	-63%	-$1.43M	0.04%	300
2022 Q4	$2.04M	Buy	+33,808	New	+$2.01M	0.12%	193
2022 Q3	–	Sell	-376	Closed	-$21K	–	1140
2022 Q2	$21K	Buy	+376	New	+$22.6K	﹤0.01%	838
2022 Q1	–	Sell	-12,995	Closed	-$1.12M	–	405
2021 Q4	$1.12M	Sell	12,995 -16,864	-56%	-$1.35M	0.09%	194
2021 Q3	$2.14M	Buy	29,859 +29,385	+6,199%	+$2.21M	0.18%	137
2021 Q2	$35K	Sell	474 -36,030	-99%	-$2.66M	﹤0.01%	633
2021 Q1	$2.57M	Buy	36,504 +34,808	+2,052%	+$2.22M	0.23%	108
2020 Q4	$98K	Sell	1,696 -32,121	-95%	-$1.82M	0.01%	362
2020 Q3	$1.82M	Buy	33,817 +33,783	+99,362%	+$1.71M	0.2%	138
2020 Q2	$1K	Buy	+34	New	+$1.29K	﹤0.01%	846
2019 Q4	–	Sell	-479	Closed	-$21K	–	777
2019 Q3	$21K	Buy	+479	New	+$20.1K	﹤0.01%	371

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

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $184M AUM 0.91% 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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

SCM

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

CX Institutional's XHB Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 0.96% in Q3 2026, buying an estimated $105 and bringing the position to 105 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

CX Institutional first reported a position in XHB in Q3 2019 and has held it in 20 quarters since. The position peaked at $2.57M in Q1 2021. 61 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

CX Institutional held 105 shares of State Street SPDR S&P Homebuilders ETF worth $10K as of Q3 2026.
CX Institutional bought 1 State Street SPDR S&P Homebuilders ETF share in Q3 2026, an estimated $105.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1360 holding.
CX Institutional first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and has held it in 20 quarters since.
CX Institutional's State Street SPDR S&P Homebuilders ETF position peaked at $2.57M in Q1 2021.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.