Total Wealth Planning & Management’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Total Wealth Planning & Management’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	$410K	Sell	3,550 -365	-9%	-$38.2K	0.28%	125
2026 Q1	$386K	Sell	3,915 -225	-5%	-$24.7K	0.29%	119
2025 Q4	$426K	Buy	+4,140	New	+$440K	0.32%	100
2025 Q2	$458K	Sell	4,645 -45	-1%	-$4.28K	0.37%	89
2025 Q1	$454K	Buy	4,690 +70	+2%	+$7.26K	0.43%	76
2024 Q4	$483K	Buy	+4,620	New	+$542K	0.44%	67

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

Total Wealth Planning & Management's XHB Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 9.3% in Q2 2026, selling an estimated $38.2K and leaving 3,550 shares worth $410K. The position accounts for 0.28% of the portfolio, ranked #125.

Total Wealth Planning & Management first reported a position in XHB in Q4 2024 and has held it in 6 quarters since. The position peaked at $483K in Q4 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Total Wealth Planning & Management held 3,550 shares of State Street SPDR S&P Homebuilders ETF worth $410K as of Q2 2026.
Total Wealth Planning & Management sold 365 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $38.2K.
State Street SPDR S&P Homebuilders ETF made up 0.28% of Total Wealth Planning & Management's portfolio in Q2 2026, its #125 holding.
Total Wealth Planning & Management first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P Homebuilders ETF position peaked at $483K in Q4 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.