SS SPDR S&P Homebldrs ETFXHBETF

13F holders, Q4 2024 (December 31)
319holders −13
49new positions
73sold out
3famous investors
$104.56avg. 13F price*

At the end of Q4 2024, 319 institutions reported holding SS SPDR S&P Homebldrs ETF (XHB) in their 13F filings, down 13 from Q3 2024. 49 opened new positions and 73 sold out. The largest holders were Goldman Sachs Group Inc. ($316.5M), JPMorgan Chase & Co. ($142.7M) and Morgan Stanley ($132.1M). 3 famous investors held it, including George Soros (0.3% of Soros Fund Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR S&P Homebldrs ETF
Filed as
SPDR SER TR (Q4 2024)
CUSIP
78464A888
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 300Q1 2024Q2 2024: 291Q2 2024Q3 2024: 332Q3 2024Q4 2024: 319Q4 2024Q1 2025: 273Q1 2025Q2 2025: 259Q2 2025Q3 2025: 304Q3 2025Q4 2025: 315Q4 2025Q1 2026: 307Q1 2026Q2 2026: 320Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions49$93.3M
Exits73$110.1M

All 13F filers, Q3 2024 → Q4 2024: 5,320,985 shares bought and 2,856,454 shares sold, net +2,464,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 319 holders

Goldman Sachs Group Inc. 0.06% Add +28.3% 3,028,977 $316.5M
JPMorgan Chase & Co. 0.01% Reduce -26.8% 1,365,769 $142.7M
Morgan Stanley 0.01% Add +45.9% 1,263,744 $132.1M
Citigroup Inc. 0.12% Add +233.4% 1,157,961 $121.0M
Healthcare of Ontario Pension Plan Trust Fund 0.18% Add +77.8% 800,000 $83.6M
BNP Paribas Financial Markets 0.06% Add +66.5% 760,136 $79.4M
UBS Group AG 0.01% Add +105.5% 613,354 $64.1M
Bank of America Corp. 0.01% Reduce -10.0% 601,853 $62.9M
Natixis 0.43% No change 600,547 $62.8M
Ameriprise Financial Inc. 0.01% Reduce -1.8% 496,042 $51.8M
Qube Research & Technologies Ltd 0.08% Add +8100.3% 466,350 $48.7M
Raymond James Financial Inc. 0.02% — 414,950 $43.4M
LPL Financial LLC 0.02% Add +6.7% 396,616 $41.4M
FIL Ltd 0.03% Add +8832.7% 343,819 $35.9M
Schroder Investment Management Group 0.03% No change 295,508 $30.9M
Affinity Wealth Management LLC 5.43% Reduce -1.9% 293,065 $30.6M
Citadel Advisors 0.03% Reduce -20.4% 279,290 $29.2M
Mirae Asset Securities (usa) Inc. 1.22% No change 250,000 $26.1M
Meitav Investment House Ltd. 0.37% Add +54.9% 212,293 $22.2M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.22% Add +62.7% 147,504 $15.4M
Quadrature Capital Ltd 0.31% Add +1449.3% 146,737 $15.3M
Wells Fargo & Company 0.00% Add +2.0% 142,716 $14.9M
Sei Investments Co. 0.02% No change 141,517 $14.8M
Susquehanna International Group, LLP 0.02% Add +79.8% 141,230 $14.8M
Royal Bank of Canada 0.00% Add +79.5% 135,666 $14.2M
BlackRock, Inc. 0.00% Reduce -28.9% 135,057 $14.1M
360 Financial, Inc. 4.39% Add +0.1% 116,197 $12.1M
Barclays PLC 0.01% Reduce -69.7% 110,188 $11.5M
Walleye Trading LLC 0.22% Reduce -35.1% 109,348 $11.4M
Chicago Wealth Management, Inc. 5.21% Add +1.9% 96,013 $10.0M
Polar Asset Management Partners Inc. 0.19% New 95,300 $10.0M
Soros Fund Management 0.25% New 95,100 $9.9M
GTS Securities LLC 0.48% Add +13.3% 93,571 $9.8M
Passaic Partners LLC 1.20% New 79,165 $8.3M
Arrow Financial Corp 0.76% Add +1243.0% 76,173 $8.0M
Capital Fund Management S.A. 0.07% Reduce -58.9% 71,544 $7.5M
Cetera Investment Advisers 0.01% Reduce -27.9% 66,978 $7.0M
Private Advisor Group, LLC 0.04% Add +7.5% 66,808 $7.0M
Atom Investors LP 0.87% Add +102.6% 66,729 $7.0M
HMS Capital Management, LLC 3.32% Reduce -1.1% 65,726 $6.9M
SIH Partners, LLLP 0.47% New 64,147 $6.7M
KADENSA CAPITAL Ltd 0.80% New 62,669 $6.5M
Tudor Investment Corporation 0.07% New 60,118 $6.3M
Viewpoint Capital Management LLC 3.12% Add +6.7% 56,929 $5.9M
EHP Funds Inc. 6.14% New 56,900 $5.9M
Stifel Financial Corp. 0.01% Reduce -2.8% 53,521 $5.6M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.33% Add +58.1% 53,230 $5.6M
Rokos Capital Management LLP 0.12% New 51,815 $5.4M
Squarepoint Ops LLC 0.01% New 51,521 $5.4M
Castleark Management LLC 0.18% Reduce -58.9% 49,990 $5.2M
J. Goldman & Co LP 0.18% Reduce -43.1% 48,537 $5.1M
Aster Capital Management (DIFC) Ltd 1.83% New 45,800 $4.8M
SPC Financial, Inc. 0.42% Add +1.3% 45,646 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +4.5% 44,613 $4.7M
Tower Research Capital LLC (TRC) 0.09% Add +426.6% 42,874 $4.5M
Phoenix Financial Ltd. 0.06% Reduce -0.7% 42,732 $4.5M
Gerber Kawasaki Wealth & Investment Management 0.19% Reduce -0.8% 41,018 $4.3M
Founders Financial Securities LLC 0.37% Add +0.3% 39,762 $4.2M
Penserra Capital Management LLC 0.08% New 39,299 $4.1M
Jane Street Group, LLC 0.01% Reduce -2.0% 38,999 $4.1M
Parallax Volatility Advisers, L.P. 0.10% Add +310.0% 38,633 $4.0M
MYDA Advisors LLC 1.13% New 38,000 $4.0M
Marshall Wace, LLP 0.00% Add +545.0% 36,299 $3.8M
PNC Financial Services Group, Inc. 0.00% Reduce -57.0% 35,641 $3.7M
Investment Management Corp. /Va/ 3.23% — 34,573 $3.6M
North Star Investment Management Corp. 0.25% Reduce -3.4% 34,149 $3.6M
Synergy Asset Management, LLC 0.27% No change 27,877 $3.5M
Ellis Investment Partners, LLC 0.64% Reduce -1.0% 31,099 $3.2M
Belpointe Asset Management LLC 0.19% Add +1521.2% 27,301 $3.2M
Osaic Holdings, Inc. 0.01% Reduce -4.5% 30,152 $3.2M
Cwm, LLC 0.01% Reduce -2.7% 30,090 $3.1M
Principal Financial Group Inc. 0.00% New 28,996 $3.0M
Graham Capital Management, L.P. 0.14% Add +10.4% 26,500 $2.8M
Toth Financial Advisory Corp. 0.32% Reduce -1.1% 25,668 $2.7M
Balyasny Asset Management L.P. 0.01% Reduce -86.0% 25,411 $2.7M
Palumbo Wealth Management LLC 0.97% No change 24,900 $2.6M
Bogart Wealth, LLC 0.12% Add +4.5% 24,092 $2.5M
Thrivent Financial for Lutherans 0.00% Add +302.1% 23,397 $2.4M
Two Sigma Investments, LP 0.01% New 22,691 $2.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -59.7% 22,295 $2.3M
Merit Financial Group, LLC 0.04% Reduce -1.3% 22,206 $2.3M
Centaurus Financial, Inc. 0.14% Reduce -1.1% 21,234 $2.2M
First Nebraska Trust Co 0.21% Add +0.4% 21,023 $2.2M
Rockefeller Capital Management L.P. 0.01% Reduce -34.5% 20,871 $2.2M
Inspire Advisors, LLC 0.26% Add +14.3% 20,243 $2.1M
Choate Investment Advisors 0.05% No change 19,499 $2.0M
MML Investors Services, LLC 0.01% Reduce -38.9% 19,275 $2.0M
Institute for Wealth Management, LLC. 0.25% Add +4.0% 18,854 $2.0M
Envestnet Asset Management Inc. 0.00% Reduce -85.3% 18,353 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Add +18.4% 16,185 $1.7M
Alexis Investment Partners, LLC 0.82% — 15,993 $1.7M
CSS LLC 0.31% New 15,850 $1.7M
Clarus Wealth Advisors 0.81% Add +1.7% 15,617 $1.6M
Quantbot Technologies LP 0.06% Reduce -3.3% 15,166 $1.6M
Sage Capital Management, LLC 0.79% Add +0.1% 14,916 $1.6M
Spire Wealth Management 0.05% Add +0.1% 14,756 $1.5M
Advisory Services Network, LLC 0.03% Add +2.3% 14,682 $1.5M
Schonfeld Strategic Advisors LLC 0.01% Add +445.1% 14,173 $1.5M
Truist Financial Corp. 0.00% Reduce -10.1% 13,587 $1.4M
Peak Financial Advisors LLC 0.69% New 12,688 $1.3M
Providence First Trust Co 0.49% Add +122.3% 12,497 $1.3M
Means Investment Co., Inc. 0.13% Add +0.0% 12,194 $1.3M
Lauer Wealth, LLC 0.83% No change 11,830 $1.2M
Prostatis Group LLC 0.36% Reduce -82.1% 11,730 $1.2M
Chartist Inc. 0.62% Add +0.4% 11,406 $1.2M
Mariner, LLC 0.00% Reduce -0.1% 11,316 $1.2M
T. Rowe Price Associates Inc. 0.00% No change 11,274 $1.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -43.6% 11,198 $1.2M
Zhang Financial LLC 0.07% No change 11,030 $1.2M
James Investment Research, Inc. 0.14% No change 10,871 $1.1M
Riggs Asset Managment Co. Inc. 0.29% Add +36.3% 10,521 $1.1M
Flow Traders U.S. LLC 0.04% Reduce -55.2% 10,508 $1.1M
AAFMAA Wealth Management & Trust LLC 0.47% Add +2.3% 10,364 $1.1M
Pinnacle Financial Partners Inc 0.02% Add +1.0% 10,311 $1.1M
Financial Management Professionals, Inc. 0.14% Add +26.3% 10,223 $1.1M
Garrison Point Advisors, LLC 0.50% No change 10,110 $1.1M
Creative Planning 0.00% Add +5.1% 10,009 $1.0M
Dark Forest Capital Management LP 0.15% Reduce -44.0% 9,981 $1.0M
Baird Financial Group, Inc. 0.00% Reduce -58.5% 9,848 $1.0M
Global Retirement Partners, LLC 0.03% Reduce -3.3% 9,668 $1.0M
Shay Capital LLC 0.24% Add +62.4% 9,500 $993K
Verition Fund Management LLC 0.00% New 9,096 $951K
Summit Financial, LLC 0.03% Add +244.0% 8,459 $884K
Nwam LLC 0.05% Add +11.3% 8,308 $868K
Apollon Wealth Management, LLC 0.02% Add +86.1% 8,249 $862K
TD Waterhouse Canada Inc. 0.01% Reduce -39.8% 8,221 $859K
FMR LLC 0.00% Reduce -3.3% 8,133 $850K
Marshall Investment Management, LLC 0.50% — 6,809 $848K
Global Financial Private Client, LLC 0.32% Add +10.9% 8,065 $843K
Bramshill Investments, LLC 0.13% New 8,000 $836K
Sigma Planning Corp 0.03% Reduce -35.5% 7,971 $833K
Tidal Investments LLC 0.01% Reduce -69.6% 7,963 $832K
Janney Montgomery Scott LLC 0.00% Reduce -4.4% 7,959 $832K
Two Sigma Securities, LLC 0.15% New 7,958 $832K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.8% 7,878 $823K
Harbour Investments, Inc. 0.02% Add +5.3% 7,694 $804K
Opal Wealth Advisors, LLC 0.23% Reduce -2.1% 7,475 $781K
Kestra Advisory Services, LLC 0.00% Reduce -33.7% 7,295 $762K
Capital Square, LLC 0.42% Add +75.4% 6,653 $740K
Lyell Wealth Management, LP 0.07% No change 7,000 $732K
Pinnacle Associates Ltd. 0.01% Reduce -4.2% 6,754 $706K
IHT Wealth Management, LLC 0.02% Add +15.2% 6,742 $705K
Intrua Financial, LLC 0.11% Reduce -10.9% 6,577 $687K
Guidance Capital, Inc. 0.21% New 6,051 $673K
Seamount Financial Group Inc. 0.46% Add +138.0% 6,430 $672K
Bank of Montreal 0.00% Reduce -96.0% 6,302 $659K
Snowden Capital Advisors LLC 0.02% Add +12.4% 6,290 $657K
Perennial Investment Advisors, LLC 0.08% Add +21.7% 6,275 $656K
SG Americas Securities, LLC 0.00% Add +30.7% 6,191 $647K
Benjamin Edwards Inc. 0.01% Add +0.1% 6,174 $645K
HighTower Advisors, LLC 0.00% Add +10.8% 6,003 $627K
Carl P. Sherr & Co., LLC 0.33% Add +0.1% 6,003 $627K
Smith, Moore & Co. 0.06% Add +0.1% 5,908 $617K
Smartleaf Asset Management LLC 0.06% New 5,866 $613K
Wealth Effects LLC 0.22% Reduce -4.5% 5,821 $608K
Clear Creek Financial Management, LLC 0.07% Add +118.7% 5,770 $603K
Accel Wealth Management 0.21% Add +81.2% 5,357 $560K
Jones Financial Companies LLLP 0.00% Add +62.5% 5,355 $560K
Independent Advisor Alliance 0.01% New 5,353 $559K
NewEdge Advisors, LLC 0.00% Reduce -28.5% 5,050 $528K
Kestra Private Wealth Services, LLC 0.01% New 4,806 $502K
Gateway Wealth Partners, LLC 0.13% Add +1.2% 4,673 $488K
Total Wealth Planning & Management, Inc. 0.47% — 4,620 $483K
HRT Financial LP 0.00% Reduce -69.1% 4,611 $481K
Leuthold Group, LLC 0.06% Reduce -14.0% 4,578 $478K
HB Wealth Management, LLC 0.00% Add +21.7% 4,484 $469K
Jacobi Capital Management LLC 0.03% Reduce -1.1% 4,370 $457K
Ausdal Financial Partners, Inc. 0.04% Reduce -1.6% 4,326 $452K
Northwestern Mutual Wealth Management Co. 0.00% Add +7.6% 4,313 $451K
Pinnacle Family Advisors, LLC 0.21% Add +26.6% 4,235 $443K
Cibc World Market Inc. 0.00% Reduce -24.3% 4,165 $435K
Bricktown Capital, LLC 0.09% No change 4,034 $422K
Wealthfront Advisers LLC 0.00% Reduce -6.4% 4,023 $420K
Arkadios Wealth Advisors 0.02% Reduce -10.4% 4,021 $420K
Atria Wealth Solutions, Inc. 0.00% Reduce -56.7% 4,001 $418K
Rothschild Investment LLC 0.03% No change 4,000 $418K
Neuberger Berman Group LLC 0.00% No change 4,000 $418K
Financial Freedom, LLC 0.22% Add +0.1% 3,987 $417K
Blue Capital, Inc. 0.29% — 3,975 $415K
Madden Advisory Services, Inc. 0.19% Reduce -4.1% 3,963 $414K
Jefferies Financial Group Inc. 0.00% New 3,896 $407K
Johnson Investment Counsel Inc. 0.00% No change 3,842 $401K
Maxele Advisors, LLC 0.37% — 3,730 $390K
Terra Nova Asset Management LLC 0.29% Add +0.1% 3,706 $387K
Clarity Capital Partners LLC 0.20% Add +7.7% 3,654 $382K
Navis Wealth Advisors, LLC 0.42% Add +0.2% 3,642 $381K
CIBC Private Wealth Group LLC 0.00% Add +34.3% 3,636 $380K
Flputnam Investment Management Co. 0.01% Add +13.1% 3,550 $371K
SeaBridge Investment Advisors LLC 0.08% New 3,505 $366K
Independent Financial Group, LLC 0.01% Add +16.6% 3,478 $363K
Ring Mountain Capital, LLC 0.24% — 3,478 $363K
Byrne Financial Freedom, LLC 0.16% — 3,461 $362K
Axecap Investments, LLC 0.27% Reduce -2.6% 3,421 $357K
Montag A & Associates Inc. 0.02% Add +0.0% 3,327 $348K
Smith Salley Wealth Management 0.02% No change 3,240 $339K
Mgo One Seven LLC 0.01% Add +2.2% 3,204 $335K
Manhattan West Asset Management, LLC 0.09% Add +91.2% 3,195 $334K
Guardian Partners Inc. 0.03% — 3,110 $325K
Stratos Wealth Partners, LTD. 0.00% Reduce -16.9% 3,076 $321K
Ground Swell Capital, LLC 0.69% New 3,025 $316K
Focus Partners Wealth 0.00% New 2,997 $313K
Altfest L J & Co. Inc. 0.04% Add +0.1% 2,923 $305K
Corient Private Wealth LP 0.00% New 2,805 $293K
Brown Advisory Inc. 0.00% No change 2,787 $291K
Mill Creek Capital Advisors, LLC 0.01% Add +0.0% 2,766 $289K
Waverly Advisors, LLC 0.00% Add +0.0% 2,761 $289K
Kingswood Wealth Advisors, LLC 0.02% Add +46.1% 2,750 $287K
Mercer Global Advisors Inc. 0.00% Reduce -34.9% 2,738 $286K
Old North State Wealth Management, LLC 0.16% Add +0.1% 2,733 $286K
Magnus Financial Group LLC 0.03% No change 2,700 $282K
Great Valley Advisor Group, Inc. 0.01% Add +1.8% 2,666 $279K
Essex Financial Services, Inc. 0.02% No change 2,620 $274K
Wilmington Savings Fund Society, FSB 0.00% No change 2,606 $272K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +2.5% 2,598 $272K
Mackenzie Financial Corp. 0.00% Reduce -30.8% 2,590 $271K
Integrated Advisors Network LLC 0.01% No change 2,585 $270K
Roof Eidam Maycock Peralta, LLC 0.07% No change 2,570 $269K
Total Clarity Wealth Management, Inc. 0.09% Add +0.4% 2,544 $266K
American Financial Advisors, LLC 0.04% Add +0.2% 2,535 $265K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -9.1% 2,510 $262K
AssuredPartners Investment Advisors, LLC 0.05% — 2,506 $262K
Principal Securities, Inc. 0.01% Reduce -48.5% 2,464 $258K
DAVENPORT & Co LLC 0.00% Reduce -58.8% 2,395 $250K
Moment Partners, LLC 0.05% — 2,386 $249K
Delta Financial Group, Inc. 0.06% Reduce -1.0% 2,370 $248K
PFG Advisors 0.02% Add +1.5% 2,354 $246K
Private Wealth Advisors, LLC 0.11% No change 2,345 $245K
SOL Capital Management CO 0.03% No change 2,300 $240K
Comerica Bank 0.00% Reduce -14.8% 2,270 $237K
Bcwm, LLC 0.08% — 2,256 $236K
Private Advisory Group LLC 0.02% Reduce -3.2% 2,117 $221K
Silver Oak Securities, Incorporated 0.02% New 2,076 $217K
United Capital Management of KS, Inc. 0.04% New 2,000 $209K
Pin Oak Investment Advisors Inc. 0.19% No change 1,650 $206K
Cresset Asset Management, LLC 0.00% Reduce -38.5% 1,932 $202K
Clearstead Advisors, LLC 0.00% Reduce -17.8% 1,865 $195K
Breakwater Investment Management 0.08% No change 1,751 $183K
UMB Bank, n.a. 0.00% No change 1,545 $161K
Manchester Capital Management LLC 0.02% No change 1,500 $157K
Register Financial Advisors LLC 0.08% No change 1,446 $151K
Parallel Advisors, LLC 0.00% Reduce -1.6% 1,446 $151K
Nomura Asset Management Co. Ltd. 0.00% New 1,400 $146K
National Bank of Canada 0.00% Reduce -1.4% 1,348 $141K
GAMMA Investing LLC 0.01% No change 1,275 $133K
Allworth Financial LP 0.00% Add +13.8% 1,158 $129K
Glenmede Trust Co. NA 0.00% Reduce -76.2% 1,200 $125K
MAI Capital Management 0.00% New 1,146 $120K
Transce3nd, LLC 0.04% — 1,098 $115K
Blair William & Co. 0.00% Add +142.9% 1,064 $111K
Aptus Capital Advisors, LLC 0.00% Add +0.1% 1,053 $110K
Creative Financial Designs Inc. 0.01% Add +0.1% 1,036 $108K
TruNorth Capital Management, LLC 0.03% No change 1,000 $105K
Ascentis Wealth Management, LLC 0.03% No change 943 $99K
Bernard Wealth Management Corp. 0.04% — 839 $88K
Raffa Wealth Management, LLC 0.02% Add +0.2% 831 $87K
Whittier Trust Co. 0.00% No change 750 $78K
O'shaughnessy Asset Management, LLC 0.00% Add +463.9% 671 $70K
Creekmur Asset Management LLC 0.02% Add +0.1% 660 $69K
St. Johns Investment Management Company, LLC 0.03% New 624 $65K
Federation des caisses Desjardins du Quebec 0.00% No change 620 $65K
CoreCap Advisors, LLC 0.00% Reduce -33.0% 592 $62K
Geneos Wealth Management Inc. 0.00% No change 500 $52K
New Wave Wealth Advisors LLC 0.02% New 495 $52K
Larson Financial Group LLC 0.00% Add +1873.9% 454 $47K
Financial Life Planners 0.04% — 433 $45K
Lindbrook Capital, LLC 0.00% Reduce -89.7% 394 $41K
Concourse Financial Group Securities, Inc. 0.00% Add +50.0% 300 $33K
AE Wealth Management LLC 0.00% New 300 $31K
Physician Wealth Advisors, Inc. 0.01% New 290 $30K
FAS Wealth Partners, Inc. 0.00% No change 250 $26K
Copia Wealth Management 0.02% — 240 $25K
Winch Advisory Services, LLC 0.01% Add +0.4% 237 $25K
MCF Advisors LLC 0.00% No change 229 $24K
Key Financial Inc 0.00% No change 185 $19K
Blue Trust, Inc. 0.00% New 175 $18K
Decker Retirement Planning Inc. 0.01% — 171 $18K
Independence Bank of Kentucky 0.00% No change 160 $17K
Field & Main Bank 0.01% Add +45.5% 160 $17K
Kestra Investment Management, LLC 0.00% New 154 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 150 $16K
Headlands Technologies LLC 0.00% New 146 $15K
Trivant Custom Portfolio Group, LLC 0.01% New 144 $15K
Financial Perspectives, Inc 0.01% No change 144 $15K
Howe & Rusling Inc. 0.00% Reduce -41.4% 133 $14K
Eagle Bay Advisors LLC 0.01% No change 125 $13K
Founders Financial Alliance, LLC 0.00% Reduce -49.8% 101 $11K
MPWM Advisory Solutions, LLC 0.01% — 100 $10K
Sachetta, LLC 0.00% No change 100 $10K
Phillips Financial Management, LLC 0.00% No change 95 $10K
WASHINGTON TRUST Co 0.00% Reduce -25.4% 94 $10K
Sandy Spring Bank 0.00% No change 75 $8K
ORG Partners LLC 0.00% Reduce -98.6% 74 $8K
Continuum Advisory, LLC 0.00% Add +67.4% 72 $8K
Sunbelt Securities, Inc. 0.00% No change 72 $7K
Edmond DE Rothschild Holding S.A. 0.00% No change 65 $7K
IFP Advisors, Inc 0.00% No change 60 $6K
Mather Group, Llc. 0.00% Reduce -1.9% 51 $5K
Assetmark, Inc. 0.00% Reduce -20.6% 50 $5K
Russell Investments Group, Ltd. 0.00% New 46 $5K
Quest 10 Wealth Builders, Inc. 0.00% — 44 $5K
Olistico Wealth, LLC 0.00% New 39 $4K
Legacy Investment Solutions, LLC 0.00% No change 38 $4K
Legacy Wealth Managment, LLC 0.00% No change 38 $4K
Private Trust Co. NA 0.00% Reduce -20.0% 36 $4K
Old Second National Bank of Aurora 0.00% New 33 $3K
Fairway Wealth LLC 0.00% New 30 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 27 $3K
Hager Investment Management Services, LLC 0.00% — 20 $2K
Truvestments Capital LLC 0.00% New 20 $2K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -99.7% 27 $2K
Private Capital Management LLC 0.00% No change 19 $2K
Cranbrook Wealth Management, LLC 0.00% No change 10 $1K
US Bancorp \de 0.00% New 10 $1K
Farther Finance Advisors, LLC 0.00% New 9 $941
Nemes Rush Group LLC 0.00% New 8 $837
Coppell Advisory Solutions LLC 0.00% No change 8 $836
Caldwell Sutter Capital, Inc. 0.00% No change 7 $732
Signature Resources Capital Management, LLC 0.00% No change 4 $418
Main Street Group, LTD 0.00% No change 1 $105

"% of holder's portfolio" is XHB's weight in each manager's 13F, not the share of SS SPDR S&P Homebldrs ETF the manager owns.