Peak Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Peak Financial 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
2025 Q2	–	Sell	-13,240	Closed	-$1.28M	–	111
2025 Q1	$1.28M	Buy	13,240 +552	+4%	+$57.2K	0.65%	42
2024 Q4	$1.33M	Buy	+12,688	New	+$1.49M	0.69%	36
2024 Q1	–	Sell	-27,723	Closed	-$2.65M	–	84
2023 Q4	$2.65M	Buy	+27,723	New	+$2.25M	1.77%	18

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MASUI

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

Peak Financial Advisors's XHB Position: Q2 2025 in Review

Peak Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 13,240 shares — an estimated $1.28M sold.

Peak Financial Advisors first reported a position in XHB in Q4 2023 and held it in 3 quarters. The position peaked at $2.65M in Q4 2023. 257 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Peak Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 13,240 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $1.28M.
Peak Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and held it in 3 quarters.
Peak Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $2.65M in Q4 2023.
257 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.