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

Zhang Financial’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
2025 Q2	–	Sell	-11,030	Closed	-$1.07M	–	318
2025 Q1	$1.07M	Hold	11,030	–	–	0.06%	154
2024 Q4	$1.15M	Hold	11,030	–	–	0.07%	141
2024 Q3	$1.37M	Hold	11,030	–	–	0.09%	124
2024 Q2	$1.11M	Hold	11,030	–	–	0.08%	131
2024 Q1	$1.23M	Hold	11,030	–	–	0.09%	127
2023 Q4	$1.06M	Hold	11,030	–	–	0.09%	125
2023 Q3	$845K	Hold	11,030	–	–	0.09%	123
2023 Q2	$886K	Hold	11,030	–	–	0.09%	121
2023 Q1	$747K	Hold	11,030	–	–	0.09%	131
2022 Q4	$665K	Hold	11,030	–	–	0.08%	125
2022 Q3	$603K	Hold	11,030	–	–	0.09%	120
2022 Q2	$603K	Buy	+11,030	New	+$664K	0.1%	116

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Zhang Financial's XHB Position: Q2 2025 in Review

Zhang Financial sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2025, closing a stake of 11,030 shares — an estimated $1.07M sold.

Zhang Financial first reported a position in XHB in Q2 2022 and held it in 12 quarters. The position peaked at $1.37M in Q3 2024. 259 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Zhang Financial reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2025 after selling out during the quarter.
Zhang Financial sold 11,030 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $1.07M.
Zhang Financial first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2022 and held it in 12 quarters.
Zhang Financial's State Street SPDR S&P Homebuilders ETF position peaked at $1.37M in Q3 2024.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.