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 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

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

Lyell Wealth Management's XHB Position: Q2 2026 in Review

Lyell Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 6% in Q2 2026, selling an estimated $47.1K and leaving 7,003 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #135.

Lyell Wealth Management first reported a position in XHB in Q4 2022 and has held it in 15 quarters since. The position peaked at $912K in Q3 2025. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Lyell Wealth Management held 7,003 shares of State Street SPDR S&P Homebuilders ETF worth $809K as of Q2 2026.
Lyell Wealth Management sold 450 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $47.1K.
State Street SPDR S&P Homebuilders ETF made up 0.05% of Lyell Wealth Management's portfolio in Q2 2026, its #135 holding.
Lyell Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2022 and has held it in 15 quarters since.
Lyell Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $912K in Q3 2025.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.