Sowell Financial Services’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Sowell Financial Services’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 Q1	$816K	Buy	8,269 +249	+3%	+$27.3K	0.03%	493
2025 Q4	$826K	Buy	8,020 +654	+9%	+$69.5K	0.03%	485
2025 Q3	$816K	Buy	+7,366	New	+$808K	0.03%	487
2024 Q2	–	Sell	-25,668	Closed	-$2.86M	–	573
2024 Q1	$2.86M	Buy	+25,668	New	+$2.57M	0.14%	169
2023 Q4	–	Sell	-31,923	Closed	-$2.44M	–	583
2023 Q3	$2.44M	Buy	+31,923	New	+$2.59M	0.15%	157
2022 Q1	–	Sell	-13,722	Closed	-$1.18M	–	528
2021 Q4	$1.18M	Sell	13,722 -638	-4%	-$51.1K	0.07%	300
2021 Q3	$1.03M	Buy	14,360 +1,184	+9%	+$89.1K	0.07%	292
2021 Q2	$965K	Sell	13,176 -67,963	-84%	-$5.02M	0.06%	310
2021 Q1	$6.34M	Buy	81,139 +75,125	+1,249%	+$4.78M	0.22%	94
2020 Q4	$347K	Buy	6,014 +258	+4%	+$14.6K	0.01%	638
2020 Q3	$310K	Buy	5,756 +161	+3%	+$8.14K	0.02%	605
2020 Q2	$246K	Buy	5,595 +5,568	+20,622%	+$211K	0.01%	653
2020 Q1	$1K	Hold	27	–	–	﹤0.01%	2343
2019 Q4	$1K	Hold	27	–	–	﹤0.01%	2449
2019 Q3	$1K	Buy	+27	New	+$1.14K	﹤0.01%	2327

Other funds holding XHB

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

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

Citigroup New York $235B AUM 32.99% 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

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

MASUI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Sowell Financial Services's XHB Position: Q1 2026 in Review

Sowell Financial Services increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 3.1% in Q1 2026, buying an estimated $27.3K and bringing the position to 8,269 shares worth $816K. The position accounts for 0.03% of the portfolio, ranked #493.

Sowell Financial Services first reported a position in XHB in Q3 2019 and has held it in 15 quarters since. The position peaked at $6.34M in Q1 2021. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Sowell Financial Services held 8,269 shares of State Street SPDR S&P Homebuilders ETF worth $816K as of Q1 2026.
Sowell Financial Services bought 249 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $27.3K.
State Street SPDR S&P Homebuilders ETF made up 0.03% of Sowell Financial Services's portfolio in Q1 2026, its #493 holding.
Sowell Financial Services first reported a position in State Street SPDR S&P Homebuilders ETF in Q3 2019 and has held it in 15 quarters since.
Sowell Financial Services's State Street SPDR S&P Homebuilders ETF position peaked at $6.34M in Q1 2021.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.