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 Q3	$9.12K	Hold	95	–	–	﹤0.01%	265
2026 Q2	$11K	Hold	95	–	–	﹤0.01%	271
2026 Q1	$9.38K	Hold	95	–	–	﹤0.01%	269
2025 Q4	$9.8K	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	$9.9K	Hold	95	–	–	﹤0.01%	243
2024 Q3	$11.8K	Hold	95	–	–	﹤0.01%	254
2024 Q2	$9.6K	Buy	+95	New	+$9.9K	﹤0.01%	249

Other funds holding XHB

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Phillips Financial Management's XHB Position: Q3 2026 in Review

Phillips Financial Management held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q3 2026 at 95 shares worth $9.12K. The position accounts for ﹤0.01% of the portfolio, ranked #265.

Phillips Financial Management first reported a position in XHB in Q2 2024 and has held it in 10 quarters since. The position peaked at $11.8K in Q3 2024. 169 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Phillips Financial Management held 95 shares of State Street SPDR S&P Homebuilders ETF worth $9.12K as of Q3 2026.
Phillips Financial Management left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q3 2026.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q3 2026, its #265 holding.
Phillips Financial Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2024 and has held it in 10 quarters since.
Phillips Financial Management's State Street SPDR S&P Homebuilders ETF position peaked at $11.8K in Q3 2024.
169 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.