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

Toth Financial 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	$3.14M	Buy	27,178 +968	+4%	+$101K	0.31%	86
2026 Q1	$2.59M	Buy	26,210 +861	+3%	+$94.4K	0.28%	88
2025 Q4	$2.61M	Buy	25,349 +2,481	+11%	+$264K	0.28%	91
2025 Q3	$2.53M	Buy	22,868 +583	+3%	+$63.9K	0.27%	92
2025 Q2	$2.2M	Sell	22,285 -2,614	-10%	-$249K	0.26%	95
2025 Q1	$2.41M	Sell	24,899 -769	-3%	-$79.7K	0.29%	95
2024 Q4	$2.68M	Sell	25,668 -275	-1%	-$32.3K	0.32%	95
2024 Q3	$3.23M	Sell	25,943 -1,136	-4%	-$128K	0.38%	86
2024 Q2	$2.74M	Sell	27,079 -655	-2%	-$68.4K	0.35%	92
2024 Q1	$3.09M	Sell	27,734 -4,071	-13%	-$407K	0.39%	80
2023 Q4	$3.04M	Buy	31,805 +6,594	+26%	+$536K	0.41%	77
2023 Q3	$1.93M	Sell	25,211 -444	-2%	-$36.1K	0.29%	90
2023 Q2	$2.06M	Buy	25,655 +2,284	+10%	+$164K	0.3%	89
2023 Q1	$1.58M	Buy	23,371 +3,901	+20%	+$261K	0.25%	95
2022 Q4	$1.17M	Hold	19,470	–	–	0.19%	96
2022 Q3	$1.06M	Hold	19,470	–	–	0.19%	98
2022 Q2	$1.06M	Sell	19,470 -11,938	-38%	-$718K	0.19%	103
2022 Q1	$1.99M	Sell	31,408 -987	-3%	-$71.1K	0.3%	85
2021 Q4	$2.78M	Sell	32,395 -1,495	-4%	-$120K	0.38%	80
2021 Q3	$2.43M	Sell	33,890 -2,520	-7%	-$190K	0.37%	80
2021 Q2	$2.67M	Sell	36,410 -775	-2%	-$57.3K	0.41%	77
2021 Q1	$2.62M	Sell	37,185 -2,096	-5%	-$133K	0.42%	75
2020 Q4	$2.26M	Sell	39,281 -789	-2%	-$44.6K	0.39%	76
2020 Q3	$2.16M	Sell	40,070 -2,040	-5%	-$103K	0.41%	70
2020 Q2	$1.85M	Sell	42,110 -707	-2%	-$26.8K	0.4%	70
2020 Q1	$1.28M	Sell	42,817 -7,992	-16%	-$341K	0.37%	73
2019 Q4	$2.31M	Sell	50,809 -11,888	-19%	-$538K	0.47%	65
2019 Q3	$2.76M	Sell	62,697 -23,715	-27%	-$997K	0.61%	60
2019 Q2	$3.6M	Sell	86,412 -11,845	-12%	-$478K	0.81%	48
2019 Q1	$3.79M	Sell	98,257 -5,963	-6%	-$221K	0.89%	45
2018 Q4	$3.39M	Sell	104,220 -12,755	-11%	-$439K	0.93%	44
2018 Q3	$4.5M	Sell	116,975 -3,297	-3%	-$132K	1%	38
2018 Q2	$4.76M	Sell	120,272 -935	-0.8%	-$37.4K	1.12%	34
2018 Q1	$4.94M	Sell	121,207 -22,352	-16%	-$962K	1.2%	31
2017 Q4	$6.35M	Sell	143,559 -1,350	-0.9%	-$56.6K	1.51%	21
2017 Q3	$5.77M	Buy	144,909 +275	+0.2%	+$10.6K	1.46%	24
2017 Q2	$5.57M	Sell	144,634 -1,332	-0.9%	-$50.3K	1.46%	23
2017 Q1	$5.43M	Buy	145,966 +699	+0.5%	+$24.9K	1.44%	24
2016 Q4	$4.92M	Buy	145,267 +224	+0.2%	+$7.5K	1.41%	25
2016 Q3	$4.92M	Sell	145,043 -340	-0.2%	-$12K	1.44%	24
2016 Q2	$4.88M	Sell	145,383 -5,967	-4%	-$202K	1.49%	24
2016 Q1	$5.12M	Sell	151,350 -3,289	-2%	-$102K	1.67%	20
2015 Q4	$5.29M	Sell	154,639 -1,024	-0.7%	-$36.4K	1.75%	20
2015 Q3	$5.33M	Buy	155,663 +3,932	+3%	+$144K	1.95%	13
2015 Q2	$5.56M	Buy	151,731 +6,228	+4%	+$225K	1.86%	15
2015 Q1	$5.36M	Buy	145,503 +11,623	+9%	+$411K	1.8%	18
2014 Q4	$4.57M	Sell	133,880 -332	-0.2%	-$10.5K	1.58%	27
2014 Q3	$3.97M	Sell	134,212 -4,065	-3%	-$126K	1.5%	29
2014 Q2	$4.53M	Buy	138,277 +479	+0.3%	+$15.2K	1.72%	23
2014 Q1	$4.49M	Buy	137,798 +6,011	+5%	+$195K	1.82%	19
2013 Q4	$4.39M	Sell	131,787 -473	-0.4%	-$14.7K	1.86%	18
2013 Q3	$4.05M	Sell	132,260 -939	-0.7%	-$28.1K	1.9%	18
2013 Q2	$3.92M	Buy	+133,199	New	+$4.03M	1.93%	17

Other funds holding XHB

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

AWMT

AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return

EIPL

Essential Investment Partners LLC Englewood, Colorado $125M AUM

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Toth Financial Advisory's XHB Position: Q2 2026 in Review

Toth Financial Advisory increased its State Street SPDR S&P Homebuilders ETF (XHB) stake by 3.7% in Q2 2026, buying an estimated $101K and bringing the position to 27,178 shares worth $3.14M. The position accounts for 0.31% of the portfolio, ranked #86.

Toth Financial Advisory first reported a position in XHB in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.35M in Q4 2017. 32 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Toth Financial Advisory held 27,178 shares of State Street SPDR S&P Homebuilders ETF worth $3.14M as of Q2 2026.
Toth Financial Advisory bought 968 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $101K.
State Street SPDR S&P Homebuilders ETF made up 0.31% of Toth Financial Advisory's portfolio in Q2 2026, its #86 holding.
Toth Financial Advisory first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and has held it in 53 quarters since.
Toth Financial Advisory's State Street SPDR S&P Homebuilders ETF position peaked at $6.35M in Q4 2017.
32 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.