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 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 $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

Total Wealth Planning & Management's XHB Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 5.4% in Q1 2026, selling an estimated $24.7K and leaving 3,915 shares worth $386K. The position accounts for 0.29% of the portfolio, ranked #119.

Total Wealth Planning & Management first reported a position in XHB in Q4 2024 and has held it in 5 quarters since. The position peaked at $483K in Q4 2024. 304 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

Total Wealth Planning & Management held 3,915 shares of State Street SPDR S&P Homebuilders ETF worth $386K as of Q1 2026.
Total Wealth Planning & Management sold 225 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $24.7K.
State Street SPDR S&P Homebuilders ETF made up 0.29% of Total Wealth Planning & Management's portfolio in Q1 2026, its #119 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 5 quarters since.
Total Wealth Planning & Management's State Street SPDR S&P Homebuilders ETF position peaked at $483K in Q4 2024.
304 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.