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WMG Financial Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

WMG Financial Advisors’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 		– Sell
-6,600
Closed -$680K – 117
2025
Q4 		$680K Buy
+6,600
New +$701K 0.28% 50

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B 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 $235B 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 $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

WMG Financial Advisors's XHB Position: Q1 2026 in Review

WMG Financial Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q1 2026, closing a stake of 6,600 shares — an estimated $680K sold.

WMG Financial Advisors first reported a position in XHB in Q4 2025 and held it in 1 quarter. The position peaked at $680K in Q4 2025. 305 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • WMG Financial Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q1 2026 after selling out during the quarter.
  • WMG Financial Advisors sold 6,600 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $680K.
  • WMG Financial Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2025 and held it in 1 quarter.
  • WMG Financial Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $680K in Q4 2025.
  • 305 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on WMG Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.