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Larry Mathis Financial Planning’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Larry Mathis Financial Planning’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
Q1 		– Sell
-10,108
Closed -$1.04M – 176
2025
Q4 		$1.04M Buy
+10,108
New +$1.07M 0.92% 28

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Larry Mathis Financial Planning's XHB Position: Q1 2026 in Review

Larry Mathis Financial Planning sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2026, closing a stake of 10,108 shares — an estimated $1.04M sold.

Larry Mathis Financial Planning first reported a position in XHB in Q4 2025 and held it in 1 quarter. The position peaked at $1.04M in Q4 2025. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Larry Mathis Financial Planning reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 10,108 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $1.04M.
  • Larry Mathis Financial Planning first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2025 and held it in 1 quarter.
  • Larry Mathis Financial Planning's State Street SPDR S&P Homebuilders ETF position peaked at $1.04M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.