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

Merit 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	$782K	Buy	6,763 +837	+14%	+$87.7K	﹤0.01%	1217
2026 Q1	$585K	Buy	5,926 +2,646	+81%	+$290K	﹤0.01%	1281
2025 Q4	$338K	Sell	3,280 -3,121	-49%	-$332K	﹤0.01%	1489
2025 Q3	$709K	Sell	6,401 -12,991	-67%	-$1.42M	0.01%	1002
2025 Q2	$1.91M	Sell	19,392 -1,284	-6%	-$122K	0.02%	540
2025 Q1	$2M	Sell	20,676 -1,530	-7%	-$159K	0.03%	419
2024 Q4	$2.32M	Sell	22,206 -288	-1%	-$33.8K	0.04%	325
2024 Q3	$2.8M	Buy	22,494 +1,097	+5%	+$124K	0.06%	233
2024 Q2	$2.16M	Buy	21,397 +143	+0.7%	+$14.9K	0.05%	257
2024 Q1	$2.24M	Buy	21,254 +7,067	+50%	+$706K	0.05%	251
2023 Q4	$1.36M	Buy	14,187 +3	+0%	+$244	0.04%	253
2023 Q3	$1.09M	Buy	14,184 +713	+5%	+$57.9K	0.04%	304
2023 Q2	$1.08M	Buy	13,471 +7,861	+140%	+$563K	0.04%	327
2023 Q1	$380K	Buy	+5,610	New	+$375K	0.01%	458

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

Merit Financial Group's XHB Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 14% in Q2 2026, buying an estimated $87.7K and bringing the position to 6,763 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Merit Financial Group first reported a position in XHB in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.8M in Q3 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Merit Financial Group held 6,763 shares of State Street SPDR S&P Homebuilders ETF worth $782K as of Q2 2026.
Merit Financial Group bought 837 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $87.7K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1217 holding.
Merit Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2023 and has held it in 14 quarters since.
Merit Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $2.8M in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.