Next Level Wealth Planning’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Next Level Wealth Planning’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 Q3	$13.2K	Buy	+137	New	+$14.3K	0.01%	311

Other funds holding XHB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Next Level Wealth Planning's XHB Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2026: 137 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

136 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Next Level Wealth Planning held 137 shares of State Street SPDR S&P Homebuilders ETF worth $13.2K as of Q3 2026.
State Street SPDR S&P Homebuilders ETF was a new Next Level Wealth Planning position in Q3 2026.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #311 holding.
136 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.