Patriot Financial Group Insurance Agency’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Patriot Financial Group Insurance Agency’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	$227K	Sell	1,961 -1,959	-50%	-$205K	0.02%	458
2026 Q1	$387K	Buy	3,920 +1,960	+100%	+$215K	0.02%	500
2025 Q4	$202K	Hold	1,960	–	–	0.02%	481
2025 Q3	$217K	Buy	+1,960	New	+$215K	0.03%	447
2025 Q1	–	Sell	-2,510	Closed	-$262K	–	535
2024 Q4	$262K	Sell	2,510 -250	-9%	-$29.3K	0.04%	396
2024 Q3	$344K	Buy	+2,760	New	+$312K	0.05%	357
2018 Q2	–	Sell	-200	Closed	-$8K	–	925
2018 Q1	$8K	Hold	200	–	–	0.01%	644
2017 Q4	$9K	Hold	200	–	–	0.01%	614
2017 Q3	$8K	Hold	200	–	–	0.01%	613
2017 Q2	$8K	Hold	200	–	–	0.01%	590
2017 Q1	$7K	Hold	200	–	–	0.01%	571
2016 Q4	$7K	Buy	+200	New	+$6.7K	0.01%	527

Other funds holding XHB

Citigroup New York $303B AUM 53.02% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

NFT

Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XHB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 50% in Q2 2026, selling an estimated $205K and leaving 1,961 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #458.

Patriot Financial Group Insurance Agency first reported a position in XHB in Q4 2016 and has held it in 12 quarters since. The position peaked at $387K in Q1 2026. 168 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Patriot Financial Group Insurance Agency held 1,961 shares of State Street SPDR S&P Homebuilders ETF worth $227K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 1,959 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $205K.
State Street SPDR S&P Homebuilders ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #458 holding.
Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2016 and has held it in 12 quarters since.
Patriot Financial Group Insurance Agency's State Street SPDR S&P Homebuilders ETF position peaked at $387K in Q1 2026.
168 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.