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Independent Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Independent Financial 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
Q2 		$328K Sell
2,836
-699
-20% -$73.2K 0.01% 1195
2026
Q1 		$349K Sell
3,535
-169
-5% -$18.5K 0.01% 1095
2025
Q4 		$381K Sell
3,704
-24
-0.6% -$2.55K 0.01% 1033
2025
Q3 		$413K Sell
3,728
-1,184
-24% -$130K 0.01% 933
2025
Q2 		$484K Buy
4,912
+8
+0.2% +$761 0.01% 796
2025
Q1 		$475K Buy
4,904
+1,426
+41% +$148K 0.02% 733
2024
Q4 		$363K Buy
3,478
+494
+17% +$57.9K 0.01% 827
2024
Q3 		$372K Buy
2,984
+242
+9% +$27.4K 0.01% 779
2024
Q2 		$277K Sell
2,742
-26
-0.9% -$2.72K 0.01% 868
2024
Q1 		$309K Buy
2,768
+355
+15% +$35.5K 0.01% 767
2023
Q4 		$231K Sell
2,413
-288
-11% -$23.4K 0.01% 838
2023
Q3 		$207K Sell
2,701
-663
-20% -$53.9K 0.01% 818
2023
Q2 		$270K Buy
+3,364
New +$241K 0.02% 685
2020
Q4 		– Sell
-13,379
Closed -$721K – 610
2020
Q3 		$721K Sell
13,379
-398
-3% -$20.1K 0.14% 172
2020
Q2 		$605K Buy
+13,777
New +$523K 0.13% 180

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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 Financial Group's XHB Position: Q2 2026 in Review

Independent Financial Group reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 20% in Q2 2026, selling an estimated $73.2K and leaving 2,836 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1195.

Independent Financial Group first reported a position in XHB in Q2 2020 and has held it in 15 quarters since. The position peaked at $721K in Q3 2020. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

  • Independent Financial Group held 2,836 shares of State Street SPDR S&P Homebuilders ETF worth $328K as of Q2 2026.
  • Independent Financial Group sold 699 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $73.2K.
  • State Street SPDR S&P Homebuilders ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1195 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2020 and has held it in 15 quarters since.
  • Independent Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $721K in Q3 2020.
  • 320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.