Lyell Wealth Management
XHB icon

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

Lyell 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
Q3 		$497K Sell
5,173
-1,830
-26% -$192K 0.03% 174
2026
Q2 		$809K Sell
7,003
-450
-6% -$47.1K 0.05% 135
2026
Q1 		$736K Sell
7,453
-725
-9% -$79.5K 0.05% 128
2025
Q4 		$842K Sell
8,178
-52
-0.6% -$5.52K 0.06% 124
2025
Q3 		$912K Buy
8,230
+1,100
+15% +$121K 0.07% 124
2025
Q2 		$703K Buy
7,130
+5
+0.1% +$475 0.06% 137
2025
Q1 		$690K Buy
7,125
+125
+2% +$13K 0.06% 130
2024
Q4 		$732K Hold
7,000
– – 0.07% 127
2024
Q3 		$872K Buy
7,000
+405
+6% +$45.8K 0.08% 123
2024
Q2 		$667K Buy
6,595
+200
+3% +$20.9K 0.06% 126
2024
Q1 		$714K Buy
6,395
+150
+2% +$15K 0.07% 121
2023
Q4 		$597K Buy
6,245
+1,580
+34% +$128K 0.07% 127
2023
Q3 		$357K Buy
4,665
+25
+0.5% +$2.03K 0.05% 139
2023
Q2 		$373K Buy
4,640
+190
+4% +$13.6K 0.05% 143
2023
Q1 		$302K Sell
4,450
-415
-9% -$27.7K 0.04% 165
2022
Q4 		$293K Buy
+4,865
New +$289K 0.05% 164

Other funds holding XHB

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Lyell Wealth Management's XHB Position: Q3 2026 in Review

Lyell Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 26% in Q3 2026, selling an estimated $192K and leaving 5,173 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #174.

Lyell Wealth Management first reported a position in XHB in Q4 2022 and has held it in 16 quarters since. The position peaked at $912K in Q3 2025. 151 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

  • Lyell Wealth Management held 5,173 shares of State Street SPDR S&P Homebuilders ETF worth $497K as of Q3 2026.
  • Lyell Wealth Management sold 1,830 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $192K.
  • State Street SPDR S&P Homebuilders ETF made up 0.03% of Lyell Wealth Management's portfolio in Q3 2026, its #174 holding.
  • Lyell Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2022 and has held it in 16 quarters since.
  • Lyell Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $912K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.