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

Institute for 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	$2.39M	Buy	20,692 +890	+4%	+$93.2K	0.21%	91
2026 Q1	$1.95M	Buy	19,802 +610	+3%	+$66.9K	0.21%	112
2025 Q4	$1.98M	Sell	19,192 -197	-1%	-$20.9K	0.21%	104
2025 Q3	$2.15M	Sell	19,389 -55	-0.3%	-$6.03K	0.22%	94
2025 Q2	$1.92M	Buy	19,444 +277	+1%	+$26.3K	0.21%	103
2025 Q1	$1.86M	Buy	19,167 +313	+2%	+$32.5K	0.24%	95
2024 Q4	$1.97M	Buy	18,854 +717	+4%	+$84.1K	0.25%	85
2024 Q3	$2.26M	Buy	18,137 +413	+2%	+$46.7K	0.29%	79
2024 Q2	$1.79M	Sell	17,724 -35	-0.2%	-$3.66K	0.24%	90
2024 Q1	$1.98M	Buy	17,759 +36	+0.2%	+$3.6K	0.26%	82
2023 Q4	$1.7M	Buy	17,723 +275	+2%	+$22.4K	0.28%	87
2023 Q3	$1.34M	Sell	17,448 -174	-1%	-$14.1K	0.24%	101
2023 Q2	$1.42M	Hold	17,622	–	–	0.24%	107
2023 Q1	$1.19M	Sell	17,622 -118	-0.7%	-$7.88K	0.23%	114
2022 Q4	$1.07M	Sell	17,740 -501	-3%	-$29.8K	0.23%	121
2022 Q3	$998K	Sell	18,241 -46	-0.3%	-$2.79K	0.22%	117
2022 Q2	$1M	Buy	18,287 +293	+2%	+$17.6K	0.2%	131
2022 Q1	$1.14M	Buy	17,994 +10	+0.1%	+$721	0.18%	135
2021 Q4	$1.54M	Sell	17,984 -70	-0.4%	-$5.61K	0.25%	104
2021 Q3	$1.3M	Hold	18,054	–	–	0.23%	112
2021 Q2	$1.32M	Buy	18,054 +105	+0.6%	+$7.76K	0.23%	106
2021 Q1	$1.26M	Buy	17,949 +1,240	+7%	+$78.9K	0.24%	109
2020 Q4	$963K	Buy	16,709 +492	+3%	+$27.8K	0.19%	134
2020 Q3	$874K	Buy	16,217 +251	+2%	+$12.7K	0.2%	131
2020 Q2	$701K	Sell	15,966 -75	-0.5%	-$2.85K	0.17%	157
2020 Q1	$478K	Sell	16,041 -619	-4%	-$26.4K	0.15%	197
2019 Q4	$758K	Sell	16,660 -251	-1%	-$11.4K	0.17%	173
2019 Q3	$745K	Sell	16,911 -100	-0.6%	-$4.2K	0.19%	160
2019 Q2	$709K	Sell	17,011 -1,154	-6%	-$46.6K	0.16%	199
2019 Q1	$700K	Sell	18,165 -676	-4%	-$25K	0.15%	184
2018 Q4	$613K	Sell	18,841 -1,038	-5%	-$35.7K	0.25%	124
2018 Q3	$766K	Buy	19,879 +728	+4%	+$29.1K	0.26%	123
2018 Q2	$753K	Buy	19,151 +485	+3%	+$19.4K	0.24%	132
2018 Q1	$728K	Sell	18,666 -255	-1%	-$11K	0.21%	159
2017 Q4	$841K	Sell	18,921 -371	-2%	-$15.6K	0.19%	155
2017 Q3	$764K	Buy	19,292 +136	+0.7%	+$5.23K	0.25%	143
2017 Q2	$738K	Buy	+19,156	New	+$724K	0.2%	162
2013 Q3	–	Sell	-800	Closed	-$24K	–	121
2013 Q2	$24K	Buy	+800	New	+$24.2K	0.02%	70

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

Institute for Wealth Management's XHB Position: Q2 2026 in Review

Institute for Wealth Management increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 4.5% in Q2 2026, buying an estimated $93.2K and bringing the position to 20,692 shares worth $2.39M. The position accounts for 0.21% of the portfolio, ranked #91.

Institute for Wealth Management first reported a position in XHB in Q2 2013 and has held it in 38 quarters since. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Institute for Wealth Management held 20,692 shares of State Street SPDR S&P Homebuilders ETF worth $2.39M as of Q2 2026.
Institute for Wealth Management bought 890 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $93.2K.
State Street SPDR S&P Homebuilders ETF made up 0.21% of Institute for Wealth Management's portfolio in Q2 2026, its #91 holding.
Institute for Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and has held it in 38 quarters since.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.