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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
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.12B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return