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

Pension & Wealth Management 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	$259K	Hold	2,240	–	–	0.07%	157
2026 Q1	$221K	Hold	2,240	–	–	0.07%	157
2025 Q4	$231K	Buy	2,240 +80	+4%	+$8.5K	0.07%	162
2025 Q3	$239K	Hold	2,160	–	–	0.08%	139
2025 Q2	$213K	Hold	2,160	–	–	0.07%	137
2025 Q1	$209K	Buy	+2,160	New	+$224K	0.08%	134

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 New York $4.75B AUM 41.97% 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

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

Pension & Wealth Management Advisors's XHB Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 2,240 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #157.

Pension & Wealth Management Advisors first reported a position in XHB in Q1 2025 and has held it in 6 quarters since. 299 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Pension & Wealth Management Advisors held 2,240 shares of State Street SPDR S&P Homebuilders ETF worth $259K as of Q2 2026.
Pension & Wealth Management Advisors left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.07% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #157 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2025 and has held it in 6 quarters since.
299 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.