ORG Wealth Partners’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

ORG Wealth Partners’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	$106K	Hold	916	–	–	0.02%	284
2026 Q1	$90.4K	Hold	916	–	–	0.02%	292
2025 Q4	$94.3K	Sell	916 -27	-3%	-$2.87K	0.02%	279
2025 Q3	$104K	Hold	943	–	–	0.02%	269
2025 Q2	$96.8K	Hold	943	–	–	0.02%	247
2025 Q1	$91.7K	Hold	943	–	–	0.03%	285
2024 Q4	$98.5K	Hold	943	–	–	0.03%	180
2024 Q3	$117K	Buy	+943	New	+$107K	0.04%	169

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

ORG Wealth Partners's XHB Position: Q2 2026 in Review

ORG Wealth Partners held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 916 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #284.

ORG Wealth Partners first reported a position in XHB in Q3 2024 and has held it in 8 quarters since. The position peaked at $117K in Q3 2024. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

ORG Wealth Partners held 916 shares of State Street SPDR S&P Homebuilders ETF worth $106K as of Q2 2026.
ORG Wealth Partners left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.02% of ORG Wealth Partners's portfolio in Q2 2026, its #284 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $117K in Q3 2024.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.