HB Wealth Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

HB Wealth Management’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	$361K	Buy	3,659 +59	+2%	+$6.47K	﹤0.01%	1116
2025 Q4	$371K	Hold	3,600	–	–	﹤0.01%	1037
2025 Q3	$399K	Hold	3,600	–	–	﹤0.01%	950
2025 Q2	$355K	Buy	3,600 +200	+6%	+$19K	﹤0.01%	877
2025 Q1	$329K	Sell	3,400 -1,084	-24%	-$112K	﹤0.01%	927
2024 Q4	$469K	Buy	4,484 +800	+22%	+$93.8K	﹤0.01%	640
2024 Q3	$459K	Hold	3,684	–	–	﹤0.01%	611
2024 Q2	$372K	Buy	3,684 +684	+23%	+$71.5K	﹤0.01%	635
2024 Q1	$335K	Hold	3,000	–	–	﹤0.01%	627
2023 Q4	$287K	Hold	3,000	–	–	﹤0.01%	630
2023 Q3	$230K	Hold	3,000	–	–	﹤0.01%	660
2023 Q2	$241K	Hold	3,000	–	–	﹤0.01%	616
2023 Q1	$203K	Buy	+3,000	New	+$200K	﹤0.01%	671

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 $235B AUM 32.99% 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 $2.72B AUM 36.56% 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

HB Wealth Management's XHB Position: Q1 2026 in Review

HB Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 1.6% in Q1 2026, buying an estimated $6.47K and bringing the position to 3,659 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

HB Wealth Management first reported a position in XHB in Q1 2023 and has held it in 13 quarters since. The position peaked at $469K in Q4 2024. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

HB Wealth Management held 3,659 shares of State Street SPDR S&P Homebuilders ETF worth $361K as of Q1 2026.
HB Wealth Management bought 59 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $6.47K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1116 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and has held it in 13 quarters since.
HB Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $469K in Q4 2024.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.