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

Meridian 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	–	Sell	-3,438	Closed	-$339K	–	876
2026 Q1	$339K	Buy	3,438 +955	+38%	+$105K	0.01%	619
2025 Q4	$256K	Sell	2,483 -167	-6%	-$17.7K	0.01%	660
2025 Q3	$294K	Buy	+2,650	New	+$291K	0.01%	582
2024 Q4	–	Sell	-15,798	Closed	-$1.97M	–	669
2024 Q3	$1.97M	Hold	15,798	–	–	0.1%	182
2024 Q2	$1.6M	Buy	+15,798	New	+$1.65M	0.19%	93
2024 Q1	–	Sell	-4,650	Closed	-$445K	–	581
2023 Q4	$445K	Buy	4,650 +1,325	+40%	+$108K	0.03%	409
2023 Q3	$255K	Buy	+3,325	New	+$270K	0.02%	472

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

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

Meridian Wealth Management sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026, closing a stake of 3,438 shares — an estimated $339K sold.

Meridian Wealth Management first reported a position in XHB in Q3 2023 and held it in 7 quarters. The position peaked at $1.97M in Q3 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Meridian Wealth Management reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2026 after selling out during the quarter.
Meridian Wealth Management sold 3,438 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $339K.
Meridian Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2023 and held it in 7 quarters.
Meridian Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $1.97M in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

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