MWM
XHB icon

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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.12B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return