Key Financial Inc’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Key Financial Inc’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
2025 Q3	–	Sell	-185	Closed	-$18.2K	–	1499
2025 Q2	$18.2K	Hold	185	–	–	﹤0.01%	712
2025 Q1	$17.9K	Hold	185	–	–	﹤0.01%	694
2024 Q4	$19.3K	Hold	185	–	–	﹤0.01%	662
2024 Q3	$23K	Buy	+185	New	+$20.9K	0.01%	625

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Key Financial Inc's XHB Position: Q3 2025 in Review

Key Financial Inc sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2025, closing a stake of 185 shares — an estimated $18.2K sold.

Key Financial Inc first reported a position in XHB in Q3 2024 and held it in 4 quarters. The position peaked at $23K in Q3 2024. 302 funds tracked by Wall St. Rank hold XHB as of Q3 2025.

Key Financial Inc reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2025 after selling out during the quarter.
Key Financial Inc sold 185 State Street SPDR S&P Homebuilders ETF shares in Q3 2025, an estimated $18.2K.
Key Financial Inc first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and held it in 4 quarters.
Key Financial Inc's State Street SPDR S&P Homebuilders ETF position peaked at $23K in Q3 2024.
302 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2025.

Based on Key Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.