Mount Yale Investment Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Mount Yale Investment Advisors’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	$1.82M	Buy	15,760 +1,847	+13%	+$194K	0.03%	432
2026 Q1	$1.37M	Buy	13,913 +1,047	+8%	+$115K	0.03%	452
2025 Q4	$1.32M	Buy	12,866 +9,286	+259%	+$986K	0.06%	263
2025 Q3	$397K	Buy	+3,580	New	+$393K	0.03%	459

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

Mount Yale Investment Advisors's XHB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 13% in Q2 2026, buying an estimated $194K and bringing the position to 15,760 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #432.

Mount Yale Investment Advisors first reported a position in XHB in Q3 2025 and has held it in 4 quarters since. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Mount Yale Investment Advisors held 15,760 shares of State Street SPDR S&P Homebuilders ETF worth $1.82M as of Q2 2026.
Mount Yale Investment Advisors bought 1,847 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $194K.
State Street SPDR S&P Homebuilders ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #432 holding.
Mount Yale Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2025 and has held it in 4 quarters since.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.