Steward Partners Investment Advisory’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Steward Partners Investment Advisory’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	$486K	Buy	4,204 +175	+4%	+$18.3K	﹤0.01%	1706
2026 Q1	$398K	Buy	4,029 +3,314	+463%	+$363K	﹤0.01%	1638
2025 Q4	$73.6K	Sell	715 -23	-3%	-$2.44K	﹤0.01%	2465
2025 Q3	$81.8K	Hold	738	–	–	﹤0.01%	2347
2025 Q2	$72.7K	Hold	738	–	–	﹤0.01%	2285
2025 Q1	$71.5K	Sell	738 -15,447	-95%	-$1.6M	﹤0.01%	2201
2024 Q4	$1.69M	Buy	16,185 +2,514	+18%	+$295K	0.02%	690
2024 Q3	$1.7M	Buy	13,671 +6,594	+93%	+$745K	0.02%	679
2024 Q2	$715K	Buy	7,077 +349	+5%	+$36.5K	0.01%	921
2024 Q1	$751K	Buy	6,728 +1,142	+20%	+$114K	0.01%	893
2023 Q4	$534K	Buy	5,586 +5,082	+1,008%	+$413K	0.01%	967
2023 Q3	$38.6K	Hold	504	–	–	﹤0.01%	2029
2023 Q2	$40.5K	Sell	504 -680	-57%	-$48.7K	﹤0.01%	1968
2023 Q1	$80.2K	Sell	1,184 -18	-1%	-$1.2K	﹤0.01%	1671
2022 Q4	$72.5K	Buy	1,202 +52	+5%	+$3.09K	﹤0.01%	1685
2022 Q3	$63K	Buy	1,150 +37	+3%	+$2.24K	﹤0.01%	1687
2022 Q2	$61K	Sell	1,113 -264	-19%	-$15.9K	﹤0.01%	1707
2022 Q1	$87K	Buy	1,377 +905	+192%	+$65.2K	﹤0.01%	1664
2021 Q4	$40K	Buy	472 +34	+8%	+$2.72K	﹤0.01%	2021
2021 Q3	$31K	Buy	438 +5	+1%	+$376	﹤0.01%	2120
2021 Q2	$32K	Sell	433 -1,004	-70%	-$74.2K	﹤0.01%	4075
2021 Q1	$101K	Buy	1,437 +545	+61%	+$34.7K	﹤0.01%	1618
2020 Q4	$51K	Sell	892 -1,158	-56%	-$65.5K	﹤0.01%	1668
2020 Q3	$110K	Buy	2,050 +1,800	+720%	+$91K	﹤0.01%	1182
2020 Q2	$11K	Buy	250 +100	+67%	+$3.8K	﹤0.01%	2020
2020 Q1	$4K	Hold	150	–	–	﹤0.01%	2170
2019 Q4	$6K	Hold	150	–	–	﹤0.01%	2206
2019 Q3	$6K	Hold	150	–	–	﹤0.01%	2211
2019 Q2	$6K	Buy	+150	New	+$6.06K	﹤0.01%	2183
2018 Q4	–	Sell	-165	Closed	-$6K	–	2188
2018 Q3	$6K	Hold	165	–	–	﹤0.01%	2087
2018 Q2	$7K	Sell	165 -89,082	-100%	-$3.56M	﹤0.01%	1897
2018 Q1	$3.64M	Buy	89,247 +10,182	+13%	+$438K	0.25%	94
2017 Q4	$3.5M	Buy	+79,065	New	+$3.32M	0.27%	100

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

Steward Partners Investment Advisory's XHB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 4.3% in Q2 2026, buying an estimated $18.3K and bringing the position to 4,204 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Steward Partners Investment Advisory first reported a position in XHB in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.64M in Q1 2018. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Steward Partners Investment Advisory held 4,204 shares of State Street SPDR S&P Homebuilders ETF worth $486K as of Q2 2026.
Steward Partners Investment Advisory bought 175 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $18.3K.
State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1706 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Homebuilders ETF position peaked at $3.64M in Q1 2018.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.