Estate Planners Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Estate Planners 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 Q1	–	Sell	-214	Closed	-$22K	–	425
2025 Q4	$22K	Buy	+214	New	+$22.7K	0.01%	199

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $369B AUM 28.27% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Estate Planners Group's XHB Position: Q1 2026 in Review

Estate Planners Group sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2026, closing a stake of 214 shares — an estimated $22K sold.

Estate Planners Group first reported a position in XHB in Q4 2025 and held it in 1 quarter. The position peaked at $22K in Q4 2025. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Estate Planners Group reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 214 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $22K.
Estate Planners Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2025 and held it in 1 quarter.
Estate Planners Group's State Street SPDR S&P Homebuilders ETF position peaked at $22K in Q4 2025.
307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.