Seamount Financial Group’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Seamount Financial 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 Q3	$909K	Buy	9,466 +435	+5%	+$45.6K	0.36%	57
2026 Q2	$1.04M	Buy	9,031 +162	+2%	+$17K	0.42%	57
2026 Q1	$876K	Buy	8,869 +230	+3%	+$25.2K	0.39%	59
2025 Q4	$889K	Buy	8,639 +1,476	+21%	+$157K	0.4%	59
2025 Q3	$794K	Buy	7,163 +393	+6%	+$43.1K	0.37%	64
2025 Q2	$667K	Sell	6,770 -21	-0.3%	-$2K	0.34%	70
2025 Q1	$658K	Buy	6,791 +361	+6%	+$37.4K	0.45%	58
2024 Q4	$672K	Buy	6,430 +3,728	+138%	+$437K	0.46%	57
2024 Q3	$337K	Buy	+2,702	New	+$305K	0.25%	78

Other funds holding XHB

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

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

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

VCM

Viewpoint Capital Management Seattle, Washington $214M AUM 18.61% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $184M AUM 0.91% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Seamount Financial Group's XHB Position: Q3 2026 in Review

Seamount Financial Group increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 4.8% in Q3 2026, buying an estimated $45.6K and bringing the position to 9,466 shares worth $909K. The position accounts for 0.36% of the portfolio, ranked #57.

Seamount Financial Group first reported a position in XHB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.04M in Q2 2026. 85 funds tracked by Wall St. Rank hold XHB as of Q3 2026.

Seamount Financial Group held 9,466 shares of State Street SPDR S&P Homebuilders ETF worth $909K as of Q3 2026.
Seamount Financial Group bought 435 State Street SPDR S&P Homebuilders ETF shares in Q3 2026, an estimated $45.6K.
State Street SPDR S&P Homebuilders ETF made up 0.36% of Seamount Financial Group's portfolio in Q3 2026, its #57 holding.
Seamount Financial Group first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2024 and has held it in 9 quarters since.
Seamount Financial Group's State Street SPDR S&P Homebuilders ETF position peaked at $1.04M in Q2 2026.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2026.

Based on Seamount Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.