Independent Advisor Alliance’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Independent Advisor Alliance’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	$231K	Sell	2,000 -3,024	-60%	-$317K	0.01%	917
2026 Q1	$496K	Buy	5,024 +3,024	+151%	+$331K	0.01%	1111
2025 Q4	$206K	Hold	2,000	–	–	0.01%	932
2025 Q3	$222K	Buy	+2,000	New	+$219K	0.01%	858
2025 Q1	–	Sell	-5,353	Closed	-$559K	–	1377
2024 Q4	$559K	Buy	+5,353	New	+$628K	0.01%	929
2020 Q1	–	Sell	-11,415	Closed	-$519K	–	877
2019 Q4	$519K	Buy	11,415 +5,365	+89%	+$243K	0.02%	524
2019 Q3	$273K	Buy	+6,050	New	+$254K	0.03%	359

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

Independent Advisor Alliance's XHB Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 60% in Q2 2026, selling an estimated $317K and leaving 2,000 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #917.

Independent Advisor Alliance first reported a position in XHB in Q3 2019 and has held it in 7 quarters since. The position peaked at $559K in Q4 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Independent Advisor Alliance held 2,000 shares of State Street SPDR S&P Homebuilders ETF worth $231K as of Q2 2026.
Independent Advisor Alliance sold 3,024 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $317K.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #917 holding.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and has held it in 7 quarters since.
Independent Advisor Alliance's State Street SPDR S&P Homebuilders ETF position peaked at $559K in Q4 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.