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 Q2	$400K	Sell	3,459 -200	-5%	-$21K	﹤0.01%	1223
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 $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

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

GTS Securities Miami, Florida $4.75B AUM 41.97% 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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 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

HB Wealth Management's XHB Position: Q2 2026 in Review

HB Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 5.5% in Q2 2026, selling an estimated $21K and leaving 3,459 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1223.

HB Wealth Management first reported a position in XHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $469K in Q4 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

HB Wealth Management held 3,459 shares of State Street SPDR S&P Homebuilders ETF worth $400K as of Q2 2026.
HB Wealth Management sold 200 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $21K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1223 holding.
HB Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and has held it in 14 quarters since.
HB Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $469K in Q4 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.