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

Summit Financial’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	$2.31M	Buy	20,025 +2,086	+12%	+$219K	0.03%	601
2026 Q1	$1.77M	Buy	17,939 +7,232	+68%	+$793K	0.02%	610
2025 Q4	$1.1M	Sell	10,707 -54	-0.5%	-$5.74K	0.02%	633
2025 Q3	$1.19M	Buy	10,761 +2,302	+27%	+$252K	0.02%	597
2025 Q2	$834K	Sell	8,459 -15	-0.2%	-$1.43K	0.02%	454
2025 Q1	$821K	Buy	8,474 +15	+0.2%	+$1.55K	0.02%	408
2024 Q4	$884K	Buy	8,459 +6,000	+244%	+$704K	0.03%	339
2024 Q3	$306K	Hold	2,459	–	–	0.01%	459
2024 Q2	$249K	Hold	2,459	–	–	0.01%	445
2024 Q1	$274K	Hold	2,459	–	–	0.02%	329
2023 Q4	$235K	Buy	+2,459	New	+$200K	0.02%	328

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

Summit Financial's XHB Position: Q2 2026 in Review

Summit Financial increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 12% in Q2 2026, buying an estimated $219K and bringing the position to 20,025 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #601.

Summit Financial first reported a position in XHB in Q4 2023 and has held it in 11 quarters since. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Summit Financial held 20,025 shares of State Street SPDR S&P Homebuilders ETF worth $2.31M as of Q2 2026.
Summit Financial bought 2,086 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $219K.
State Street SPDR S&P Homebuilders ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #601 holding.
Summit Financial first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2023 and has held it in 11 quarters since.
320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.