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

Independent Solutions 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 		$288K Hold
2,489
– – 0.04% 172
2026
Q1 		$246K Buy
+2,489
New +$273K 0.04% 174

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

Independent Solutions Wealth Management held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 2,489 shares worth $288K. The position accounts for 0.04% of the portfolio, ranked #172.

Independent Solutions Wealth Management first reported a position in XHB in Q1 2026 and has held it in 2 quarters since. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

  • Independent Solutions Wealth Management held 2,489 shares of State Street SPDR S&P Homebuilders ETF worth $288K as of Q2 2026.
  • Independent Solutions Wealth Management left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P Homebuilders ETF made up 0.04% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Independent Solutions Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2026 and has held it in 2 quarters since.
  • 320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

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