Plante Moran Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Plante Moran Financial 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
2025 Q2	–	Sell	-27	Closed	-$2.62K	–	868
2025 Q1	$2.62K	Hold	27	–	–	﹤0.01%	687
2024 Q4	$2.82K	Hold	27	–	–	﹤0.01%	756
2024 Q3	$3.36K	Buy	+27	New	+$3.05K	﹤0.01%	721
2020 Q1	–	Sell	-848	Closed	-$39K	–	849
2019 Q4	$39K	Sell	848 -284	-25%	-$12.8K	0.01%	355
2019 Q3	$50K	Hold	1,132	–	–	0.01%	339
2019 Q2	$47K	Hold	1,132	–	–	0.01%	354
2019 Q1	$44K	Hold	1,132	–	–	0.01%	364
2018 Q4	$37K	Hold	1,132	–	–	0.01%	346
2018 Q3	$44K	Hold	1,132	–	–	0.01%	332
2018 Q2	$45K	Hold	1,132	–	–	0.02%	348
2018 Q1	$46K	Hold	1,132	–	–	0.03%	361
2017 Q4	$50K	Hold	1,132	–	–	0.03%	350
2017 Q3	$45K	Hold	1,132	–	–	0.03%	327
2017 Q2	$44K	Hold	1,132	–	–	0.03%	339
2017 Q1	$42K	Hold	1,132	–	–	0.03%	354
2016 Q4	$38K	Hold	1,132	–	–	0.02%	379
2016 Q3	$38K	Hold	1,132	–	–	0.03%	378
2016 Q2	$38K	Hold	1,132	–	–	0.03%	333
2016 Q1	$38K	Buy	1,132 +2	+0.2%	+$62	0.03%	299
2015 Q4	$39K	Buy	+1,130	New	+$40.2K	0.03%	334

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Plante Moran Financial Advisors's XHB Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 27 shares — an estimated $2.62K sold.

Plante Moran Financial Advisors first reported a position in XHB in Q4 2015 and held it in 20 quarters. The position peaked at $50K in Q3 2019. 259 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 27 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $2.62K.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2015 and held it in 20 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $50K in Q3 2019.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.