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

SageView 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
2025 Q4	$4.31K	Buy	+42	New	+$4.46K	﹤0.01%	2003
2024 Q2	–	Sell	-4,217	Closed	-$259K	–	815
2024 Q1	$259K	Buy	+4,217	New	+$421K	0.01%	451

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

SageView Advisory Group's XHB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in State Street SPDR S&P Homebuilders ETF (XHB) in Q4 2025: 42 shares worth $4.31K. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in XHB as recently as Q1 2024.

SageView Advisory Group first reported a position in XHB in Q1 2024 and has held it in 2 quarters since. The position peaked at $259K in Q1 2024. 312 funds tracked by Wall St. Rank hold XHB as of Q4 2025.

SageView Advisory Group held 42 shares of State Street SPDR S&P Homebuilders ETF worth $4.31K as of Q4 2025.
State Street SPDR S&P Homebuilders ETF was a new SageView Advisory Group position in Q4 2025.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2003 holding.
SageView Advisory Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2024 and has held it in 2 quarters since.
SageView Advisory Group's State Street SPDR S&P Homebuilders ETF position peaked at $259K in Q1 2024.
312 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.