Magnus Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Magnus Financial Group’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	$318K	Hold	2,750	–	–	0.02%	298
2026 Q1	$272K	Sell	2,750 -58	-2%	-$6.36K	0.02%	312
2025 Q4	$289K	Hold	2,808	–	–	0.02%	342
2025 Q3	$311K	Hold	2,808	–	–	0.02%	314
2025 Q2	$277K	Sell	2,808 -85	-3%	-$8.08K	0.02%	312
2025 Q1	$280K	Buy	2,893 +193	+7%	+$20K	0.03%	291
2024 Q4	$282K	Hold	2,700	–	–	0.03%	280
2024 Q3	$336K	Hold	2,700	–	–	0.03%	259
2024 Q2	$273K	Hold	2,700	–	–	0.03%	267
2024 Q1	$301K	Hold	2,700	–	–	0.04%	247
2023 Q4	$258K	Buy	+2,700	New	+$219K	0.03%	248

Other funds holding XHB

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return