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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$259K Hold
2,240
– – 0.07% 157
2026
Q1 		$221K Hold
2,240
– – 0.07% 157
2025
Q4 		$231K Buy
2,240
+80
+4% +$8.5K 0.07% 162
2025
Q3 		$239K Hold
2,160
– – 0.08% 139
2025
Q2 		$213K Hold
2,160
– – 0.07% 137
2025
Q1 		$209K Buy
+2,160
New +$224K 0.08% 134

Other funds holding XHB

Citigroup
Citigroup New York $303B AUM 53.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XHB Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 2,240 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #157.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XHB in Q1 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,240 shares of State Street SPDR S&P Homebuilders ETF worth $259K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Homebuilders ETF made up 0.07% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #157 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2025 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.