Kingswood Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Kingswood Wealth Advisors’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	–	Sell	-2,744	Closed	-$271K	–	1050
2026 Q1	$271K	Sell	2,744 -99	-3%	-$10.9K	0.01%	752
2025 Q4	$293K	Buy	2,843 +617	+28%	+$65.5K	0.01%	687
2025 Q3	$247K	Buy	+2,226	New	+$244K	0.01%	694
2025 Q2	–	Sell	-2,350	Closed	-$228K	–	798
2025 Q1	$228K	Sell	2,350 -400	-15%	-$41.5K	0.02%	638
2024 Q4	$287K	Buy	2,750 +868	+46%	+$102K	0.02%	623
2024 Q3	$234K	Buy	+1,882	New	+$213K	0.02%	636

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

Kingswood Wealth Advisors's XHB Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026, closing a stake of 2,744 shares — an estimated $271K sold.

Kingswood Wealth Advisors first reported a position in XHB in Q3 2024 and held it in 6 quarters. The position peaked at $293K in Q4 2025. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Kingswood Wealth Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 2,744 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $271K.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and held it in 6 quarters.
Kingswood Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $293K in Q4 2025.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.