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

Peterson Wealth Management’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	$3.46K	Sell	35 -27,522	-100%	-$3.02M	﹤0.01%	157
2025 Q4	$2.84M	Sell	27,557 -12,471	-31%	-$1.32M	2.11%	16
2025 Q3	$4.44M	Buy	+40,028	New	+$4.39M	3.07%	15
2024 Q4	–	Sell	-25,604	Closed	-$3.19M	–	54
2024 Q3	$3.19M	Buy	+25,604	New	+$2.89M	2.04%	21
2022 Q1	–	Sell	-11,418	Closed	-$979K	–	69
2021 Q4	$979K	Buy	11,418 +371	+3%	+$29.7K	0.65%	43
2021 Q3	$793K	Sell	11,047 -782	-7%	-$58.8K	0.61%	43
2021 Q2	$866K	Buy	+11,829	New	+$874K	0.68%	43

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

Peterson Wealth Management's XHB Position: Q1 2026 in Review

Peterson Wealth Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 100% in Q1 2026, selling an estimated $3.02M and leaving 35 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Peterson Wealth Management first reported a position in XHB in Q2 2021 and has held it in 7 quarters since. The position peaked at $4.44M in Q3 2025. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Peterson Wealth Management held 35 shares of State Street SPDR S&P Homebuilders ETF worth $3.46K as of Q1 2026.
Peterson Wealth Management sold 27,522 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $3.02M.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Peterson Wealth Management's portfolio in Q1 2026, its #157 holding.
Peterson Wealth Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and has held it in 7 quarters since.
Peterson Wealth Management's State Street SPDR S&P Homebuilders ETF position peaked at $4.44M in Q3 2025.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.