Phillips Financial Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Phillips Financial 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 Q2	$11K	Hold	95	–	–	﹤0.01%	271
2026 Q1	$9.38K	Hold	95	–	–	﹤0.01%	269
2025 Q4	$9.78K	Hold	95	–	–	﹤0.01%	287
2025 Q3	$10.5K	Hold	95	–	–	﹤0.01%	289
2025 Q2	$9.36K	Hold	95	–	–	﹤0.01%	258
2025 Q1	$9.21K	Hold	95	–	–	﹤0.01%	247
2024 Q4	$9.93K	Hold	95	–	–	﹤0.01%	243
2024 Q3	$11.8K	Hold	95	–	–	﹤0.01%	254
2024 Q2	$9.6K	Buy	+95	New	+$9.93K	﹤0.01%	249

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 Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Phillips Financial Management's XHB Position: Q2 2026 in Review

Phillips Financial Management held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 95 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Phillips Financial Management first reported a position in XHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.8K in Q3 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Phillips Financial Management held 95 shares of State Street SPDR S&P Homebuilders ETF worth $11K as of Q2 2026.
Phillips Financial Management left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #271 holding.
Phillips Financial Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2024 and has held it in 9 quarters since.
Phillips Financial Management's State Street SPDR S&P Homebuilders ETF position peaked at $11.8K in Q3 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.