Wealth Effects’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Wealth Effects’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	$641K	Sell	5,543 -262	-5%	-$27.4K	0.17%	105
2026 Q1	$573K	Buy	5,805 +1	+0%	+$110	0.2%	99
2025 Q4	$598K	Sell	5,804 -99	-2%	-$10.5K	0.19%	95
2025 Q3	$654K	Buy	5,903 +1,002	+20%	+$110K	0.21%	90
2025 Q2	$483K	Sell	4,901 -924	-16%	-$87.9K	0.18%	103
2025 Q1	$564K	Buy	5,825 +4	+0.1%	+$415	0.24%	84
2024 Q4	$608K	Sell	5,821 -273	-4%	-$32K	0.22%	92
2024 Q3	$759K	Buy	6,094 +126	+2%	+$14.2K	0.27%	78
2024 Q2	$603K	Sell	5,968 -1,998	-25%	-$209K	0.22%	85
2024 Q1	$889K	Buy	7,966 +1	+0%	+$100	0.33%	64
2023 Q4	$762K	Buy	7,965 +3	+0%	+$244	0.29%	79
2023 Q3	$610K	Sell	7,962 -304	-4%	-$24.7K	0.3%	79
2023 Q2	$664K	Sell	8,266 -47	-0.6%	-$3.37K	0.29%	75
2023 Q1	$563K	Sell	8,313 -296	-3%	-$19.8K	0.29%	78
2022 Q4	$519K	Sell	8,609 -65	-0.7%	-$3.86K	0.3%	78
2022 Q3	$474K	Buy	8,674 +3	+0%	+$182	0.29%	77
2022 Q2	$474K	Buy	8,671 +4	+0%	+$241	0.29%	84
2022 Q1	$548K	Buy	8,667 +3	+0%	+$216	0.26%	82
2021 Q4	$743K	Buy	+8,664	New	+$694K	0.31%	66

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

Wealth Effects's XHB Position: Q2 2026 in Review

Wealth Effects reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 4.5% in Q2 2026, selling an estimated $27.4K and leaving 5,543 shares worth $641K. The position accounts for 0.17% of the portfolio, ranked #105.

Wealth Effects first reported a position in XHB in Q4 2021 and has held it in 19 quarters since. The position peaked at $889K in Q1 2024. 321 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

Wealth Effects held 5,543 shares of State Street SPDR S&P Homebuilders ETF worth $641K as of Q2 2026.
Wealth Effects sold 262 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $27.4K.
State Street SPDR S&P Homebuilders ETF made up 0.17% of Wealth Effects's portfolio in Q2 2026, its #105 holding.
Wealth Effects first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2021 and has held it in 19 quarters since.
Wealth Effects's State Street SPDR S&P Homebuilders ETF position peaked at $889K in Q1 2024.
321 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.