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

Pinnacle Wealth Management Advisory Group’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	$293K	Hold	2,535	–	–	0.02%	424
2026 Q1	$250K	Hold	2,535	–	–	0.02%	462
2025 Q4	$261K	Sell	2,535 -63	-2%	-$6.69K	0.02%	442
2025 Q3	$288K	Hold	2,598	–	–	0.02%	323
2025 Q2	$256K	Hold	2,598	–	–	0.02%	322
2025 Q1	$252K	Hold	2,598	–	–	0.02%	303
2024 Q4	$272K	Buy	2,598 +63	+2%	+$7.39K	0.03%	297
2024 Q3	$316K	Hold	2,535	–	–	0.03%	269
2024 Q2	$256K	Hold	2,535	–	–	0.03%	293
2024 Q1	$283K	Buy	2,535 +35	+1%	+$3.5K	0.03%	271
2023 Q4	$239K	Buy	+2,500	New	+$203K	0.03%	291
2023 Q3	–	Sell	-2,615	Closed	-$210K	–	335
2023 Q2	$210K	Buy	+2,615	New	+$187K	0.03%	304
2022 Q1	–	Sell	-2,765	Closed	-$237K	–	285
2021 Q4	$237K	Buy	+2,765	New	+$222K	0.04%	240
2021 Q3	–	Sell	-2,765	Closed	-$203K	–	225
2021 Q2	$203K	Buy	+2,765	New	+$204K	0.05%	217

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

Pinnacle Wealth Management Advisory Group's XHB Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its State Street SPDR S&P Homebuilders ETF (XHB) position steady in Q2 2026 at 2,535 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #424.

Pinnacle Wealth Management Advisory Group first reported a position in XHB in Q2 2021 and has held it in 14 quarters since. The position peaked at $316K in Q3 2024. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Pinnacle Wealth Management Advisory Group held 2,535 shares of State Street SPDR S&P Homebuilders ETF worth $293K as of Q2 2026.
Pinnacle Wealth Management Advisory Group left its State Street SPDR S&P Homebuilders ETF share count unchanged in Q2 2026.
State Street SPDR S&P Homebuilders ETF made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #424 holding.
Pinnacle Wealth Management Advisory Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2021 and has held it in 14 quarters since.
Pinnacle Wealth Management Advisory Group's State Street SPDR S&P Homebuilders ETF position peaked at $316K in Q3 2024.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.