Essex Financial Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Essex Financial Services’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 Q1	–	Sell	-2,620	Closed	-$270K	–	837
2025 Q4	$270K	Hold	2,620	–	–	0.02%	643
2025 Q3	$290K	Hold	2,620	–	–	0.02%	589
2025 Q2	$258K	Hold	2,620	–	–	0.02%	588
2025 Q1	$254K	Hold	2,620	–	–	0.02%	537
2024 Q4	$274K	Hold	2,620	–	–	0.02%	512
2024 Q3	$310K	Hold	2,620	–	–	0.02%	487
2024 Q2	$282K	Sell	2,620 -100	-4%	-$10.4K	0.02%	499
2024 Q1	$304K	Hold	2,720	–	–	0.03%	419
2023 Q4	$260K	Sell	2,720 -232	-8%	-$18.9K	0.03%	427
2023 Q3	$226K	Buy	+2,952	New	+$240K	0.03%	422

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Essex Financial Services's XHB Position: Q1 2026 in Review

Essex Financial Services sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2026, closing a stake of 2,620 shares — an estimated $270K sold.

Essex Financial Services first reported a position in XHB in Q3 2023 and held it in 10 quarters. The position peaked at $310K in Q3 2024. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Essex Financial Services reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2026 after selling out during the quarter.
Essex Financial Services sold 2,620 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $270K.
Essex Financial Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2023 and held it in 10 quarters.
Essex Financial Services's State Street SPDR S&P Homebuilders ETF position peaked at $310K in Q3 2024.
307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.