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 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 $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

ORG Wealth Partners's XHB Position: Q1 2026 in Review

ORG Wealth Partners held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q1 2026 at 916 shares worth $90.4K. The position accounts for 0.02% of the portfolio, ranked #292.

ORG Wealth Partners first reported a position in XHB in Q3 2024 and has held it in 7 quarters since. The position peaked at $117K in Q3 2024. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

ORG Wealth Partners held 916 shares of State Street SPDR S&P Homebuilders ETF worth $90.4K as of Q1 2026.
ORG Wealth Partners left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q1 2026.
State Street SPDR S&P Homebuilders ETF made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #292 holding.
ORG Wealth Partners first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and has held it in 7 quarters since.
ORG Wealth Partners's State Street SPDR S&P Homebuilders ETF position peaked at $117K in Q3 2024.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.