Opal Wealth Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Opal Wealth 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	$866K	Buy	7,491 +21	+0.3%	+$2.2K	0.19%	60
2026 Q1	$737K	Sell	7,470 -54	-0.7%	-$5.92K	0.17%	66
2025 Q4	$775K	Buy	7,524 +4	+0.1%	+$425	0.2%	66
2025 Q3	$833K	Buy	7,520 +26	+0.3%	+$2.85K	0.23%	54
2025 Q2	$739K	Buy	7,494 +27	+0.4%	+$2.57K	0.2%	60
2025 Q1	$724K	Sell	7,467 -8	-0.1%	-$830	0.22%	54
2024 Q4	$781K	Sell	7,475 -157	-2%	-$18.4K	0.23%	59
2024 Q3	$951K	Sell	7,632 -172	-2%	-$19.4K	0.3%	46
2024 Q2	$789K	Sell	7,804 -50	-0.6%	-$5.22K	0.25%	49
2024 Q1	$876K	Sell	7,854 -2,537	-24%	-$254K	0.3%	46
2023 Q4	$994K	Sell	10,391 -226	-2%	-$18.4K	0.39%	40
2023 Q3	$813K	Sell	10,617 -665	-6%	-$54K	0.48%	34
2023 Q2	$906K	Sell	11,282 -609	-5%	-$43.6K	0.45%	27
2023 Q1	$806K	Buy	11,891 +1,966	+20%	+$131K	0.47%	25
2022 Q4	$599K	Sell	9,925 -2,634	-21%	-$157K	0.33%	45
2022 Q3	$687K	Sell	12,559 -124,792	-91%	-$7.57M	0.5%	29
2022 Q2	$7.51M	Buy	137,351 +5,011	+4%	+$302K	4.97%	5
2022 Q1	$8.36M	Buy	132,340 +8,033	+6%	+$579K	7.28%	3
2021 Q4	$10.7M	Buy	124,307 +2,769	+2%	+$222K	6.75%	3
2021 Q3	$8.72M	Sell	121,538 -1,295	-1%	-$97.4K	8.38%	3
2021 Q2	$9M	Sell	122,833 -45,647	-27%	-$3.37M	8.37%	3
2021 Q1	$11.9M	Buy	168,480 +1,863	+1%	+$119K	12.89%	2
2020 Q4	$9.6M	Buy	+166,617	New	+$9.42M	12.04%	2

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

Opal Wealth Advisors's XHB Position: Q2 2026 in Review

Opal Wealth Advisors increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 0.28% in Q2 2026, buying an estimated $2.2K and bringing the position to 7,491 shares worth $866K. The position accounts for 0.19% of the portfolio, ranked #60.

Opal Wealth Advisors first reported a position in XHB in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.9M in Q1 2021. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Opal Wealth Advisors held 7,491 shares of State Street SPDR S&P Homebuilders ETF worth $866K as of Q2 2026.
Opal Wealth Advisors bought 21 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $2.2K.
State Street SPDR S&P Homebuilders ETF made up 0.19% of Opal Wealth Advisors's portfolio in Q2 2026, its #60 holding.
Opal Wealth Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and has held it in 23 quarters since.
Opal Wealth Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $11.9M in Q1 2021.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.