MYIA
XHB icon

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
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
Goldman Sachs New York $871B 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 $303B AUM 53.02% 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 $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 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 $28B AUM 26.79% 1-Year Est. Return

Mount Yale Investment Advisors's XHB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 8.1% in Q1 2026, buying an estimated $115K and bringing the position to 13,913 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #452.

Mount Yale Investment Advisors first reported a position in XHB in Q3 2025 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Mount Yale Investment Advisors held 13,913 shares of State Street SPDR S&P Homebuilders ETF worth $1.37M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,047 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $115K.
  • State Street SPDR S&P Homebuilders ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #452 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 3 quarters since.
  • 307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.