SS SPDR S&P Homebldrs ETFXHBETF

13F holders, Q4 2025 (December 31)
315holders +11
52new positions
59sold out
6famous investors
$102.98avg. 13F price*

At the end of Q4 2025, 315 institutions reported holding SS SPDR S&P Homebldrs ETF (XHB) in their 13F filings, up 11 from Q3 2025. 52 opened new positions and 59 sold out. The largest holders were Goldman Sachs Group Inc. ($242.8M), Citigroup Inc. ($123.1M) and Morgan Stanley ($99.6M). 6 famous investors held it, including George Soros (0.4% of Soros Fund Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
SS SPDR S&P Homebldrs ETF
Filed as
SPDR SERIES TRUST (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions52$133.2M
Exits59$134.3M

All 13F filers, Q3 2025 → Q4 2025: 2,808,217 shares bought and 6,204,052 shares sold, net −3,395,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

Goldman Sachs Group Inc. 0.03% Add +0.5% 2,358,013 $242.8M
Citigroup Inc. 0.08% Reduce -44.9% 1,195,351 $123.1M
Morgan Stanley 0.01% Reduce -33.4% 967,556 $99.6M
Natixis 0.35% Reduce -22.6% 852,133 $87.7M
Bank of America Corp. 0.01% Reduce -22.3% 728,255 $75.0M
Barclays PLC 0.03% Reduce -29.0% 618,589 $63.7M
Mirae Asset Securities (usa) Inc. 2.04% No change 500,000 $51.5M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -43.8% 450,000 $46.3M
Citadel Advisors 0.03% Add +472.6% 421,874 $43.4M
BNP Paribas Financial Markets 0.03% Reduce -46.1% 388,775 $40.0M
Raymond James Financial Inc. 0.01% Add +58.5% 378,758 $39.0M
Passaic Partners LLC 3.07% Add +74.4% 288,379 $29.7M
Royal Bank of Canada 0.01% Reduce -3.5% 282,935 $29.1M
LPL Financial LLC 0.01% Reduce -30.8% 260,996 $26.9M
Wells Fargo & Company 0.00% Add +18.6% 243,324 $25.1M
CoreCap Advisors, LLC 0.86% Add +96.2% 239,832 $24.7M
D. E. Shaw & Co. 0.02% Add +4383.2% 226,355 $23.3M
Meitav Investment House Ltd. 0.24% Reduce -0.3% 205,359 $21.1M
Soros Fund Management 0.37% New 202,579 $20.9M
UBS Group AG 0.00% Reduce -63.5% 188,350 $19.4M
Marshall Wace, LLP 0.02% Reduce -19.2% 184,800 $19.0M
Two Sigma Investments, LP 0.03% New 177,191 $18.2M
Capital Fund Management S.A. 0.16% Add +1067.6% 161,373 $16.6M
Balyasny Asset Management L.P. 0.03% New 158,578 $16.3M
Nan Fung Trinity (hk) Ltd. 1.26% New 155,040 $16.0M
Millennium Management 0.01% Reduce -57.9% 151,596 $15.6M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 0.99% No change 147,504 $15.2M
Kingsview Wealth Management, LLC 0.22% Add +3.8% 145,338 $15.0M
Qube Research & Technologies Ltd 0.02% Add +526.7% 143,471 $14.8M
BlackRock, Inc. 0.00% Add +0.3% 136,037 $14.0M
JPMorgan Chase & Co. 0.00% Reduce -77.8% 116,648 $12.0M
Private Advisor Group, LLC 0.05% Add +12.5% 105,250 $10.8M
Concentric Capital Strategies, LP 0.53% New 100,117 $10.3M
Freestone Grove Partners LP 0.07% New 94,602 $9.7M
Stifel Financial Corp. 0.01% Add +132.6% 88,293 $9.1M
Graham Capital Management, L.P. 0.44% New 87,200 $9.0M
Susquehanna International Group, LLP 0.01% Reduce -31.8% 75,122 $7.7M
Agave Capital Management Ltd 1.17% — 67,846 $7.0M
St Germain D J Co. Inc. 0.26% New 65,103 $6.7M
Bank of Montreal 0.00% Add +162.1% 60,115 $6.2M
Viewpoint Capital Management LLC 2.64% Add +0.8% 59,209 $6.1M
Cetera Investment Advisers 0.01% Reduce -31.1% 57,003 $5.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.08% No change 53,230 $5.5M
Quadrature Capital Ltd 0.05% New 50,994 $5.3M
Ellis Investment Partners, LLC 0.82% Add +5.0% 45,801 $4.7M
Baird Financial Group, Inc. 0.01% Add +16.3% 44,517 $4.6M
Phoenix Financial Ltd. 0.05% Reduce -0.9% 42,580 $4.4M
Gerber Kawasaki Wealth & Investment Management 0.15% Add +1.5% 40,511 $4.2M
Osaic Holdings, Inc. 0.01% Reduce -10.7% 39,822 $4.1M
BOS Asset Management, LLC 1.10% Add +14.9% 39,572 $4.1M
Perbak Capital Partners LLP 1.24% Add +8.9% 39,432 $4.1M
North Star Investment Management Corp. 0.25% Add +3.4% 38,425 $4.0M
PNC Financial Services Group, Inc. 0.00% Reduce -30.3% 37,858 $3.9M
Aster Capital Management (DIFC) Ltd 1.70% New 37,690 $3.9M
J. Goldman & Co LP 0.14% Add +0.9% 35,722 $3.7M
K.J. Harrison & Partners Inc 0.47% Add +70.0% 34,000 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +173.7% 31,189 $3.2M
Bricktown Capital, LLC 0.50% No change 29,034 $3.0M
Palumbo Wealth Management LLC 0.70% New 27,687 $2.9M
Peterson Wealth Management 2.11% Reduce -31.2% 27,557 $2.8M
AAFMAA Wealth Management & Trust LLC 1.08% Add +11.8% 26,745 $2.8M
Toth Financial Advisory Corp. 0.28% Add +10.8% 25,349 $2.6M
Centaurus Financial, Inc. 0.11% Add +7.1% 23,893 $2.5M
Ameriprise Financial Inc. 0.00% Reduce -64.8% 22,629 $2.3M
MML Investors Services, LLC 0.01% Add +21.6% 22,174 $2.3M
Maven Securities LTD 0.28% Reduce -19.9% 21,562 $2.2M
First Nebraska Trust Co 0.19% Add +5.3% 20,671 $2.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +387.1% 19,747 $2.0M
Choate Investment Advisors 0.04% No change 19,499 $2.0M
Institute for Wealth Management, LLC. 0.21% Reduce -1.0% 19,192 $2.0M
Zweig-DiMenna Associates LLC 0.14% Add +104.3% 18,800 $1.9M
Guidance Capital, Inc. 0.46% Add +23.5% 16,478 $1.9M
Simplex Trading, LLC 0.05% Reduce -69.2% 17,381 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.0% 17,306 $1.8M
Tocqueville Asset Management L.P. 0.03% New 17,185 $1.8M
Commonwealth Equity Services, LLC 0.00% Reduce -56.0% 17,059 $1.8M
Foundations Investment Advisors, LLC 0.02% New 16,797 $1.7M
Advisory Services Network, LLC 0.02% Reduce -0.6% 16,679 $1.7M
SG Americas Securities, LLC 0.00% Reduce -43.0% 16,224 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.1% 14,874 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -43.0% 14,778 $1.5M
Cordoba Advisory Partners LLC 0.38% — 14,730 $1.5M
Point72 Asset Management 0.00% Reduce -31.0% 13,800 $1.4M
Oppenheimer & Co. Inc. 0.02% New 13,675 $1.4M
Flow Traders U.S. LLC 0.05% New 13,631 $1.4M
Tidal Investments LLC 0.01% Add +36.6% 13,507 $1.4M
Janney Montgomery Scott LLC 0.00% Reduce -7.1% 13,068 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Add +259.4% 12,866 $1.3M
Squarepoint Ops LLC 0.00% Reduce -34.9% 12,772 $1.3M
Vestmark Advisory Solutions, Inc. 0.02% Add +257.4% 12,699 $1.3M
Alexis Investment Partners, LLC 0.48% Reduce -10.2% 12,370 $1.3M
Jones Financial Companies LLLP 0.00% Add +10.8% 12,097 $1.2M
Sage Capital Management, LLC 0.51% Reduce -6.8% 10,734 $1.1M
Summit Financial, LLC 0.02% Reduce -0.5% 10,707 $1.1M
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -65.0% 10,400 $1.1M
James Investment Research, Inc. 0.12% Reduce -2.5% 10,397 $1.1M
Mariner, LLC 0.00% Reduce -0.7% 10,321 $1.1M
Larry Mathis Financial Planning, LLC 0.92% — 10,108 $1.0M
Creative Planning 0.00% Add +16.9% 10,098 $1.0M
HighTower Advisors, LLC 0.00% Add +22.4% 10,085 $1.0M
Chartist Inc. 0.70% Reduce -2.8% 10,001 $1.0M
Garrison Point Advisors, LLC 0.45% Add +1.5% 9,955 $1.0M
Sigma Planning Corp 0.03% Add +9.1% 9,592 $988K
Keating Financial Advisory Services, Inc. 0.13% — 9,286 $956K
Verition Fund Management LLC 0.01% Reduce -83.8% 9,096 $937K
Harbour Investments, Inc. 0.02% Add +0.3% 8,921 $919K
Global Financial Private Client, LLC 0.32% Add +2.5% 8,809 $907K
Seamount Financial Group Inc. 0.40% Add +20.6% 8,639 $889K
Banque Pictet & Cie SA 0.01% No change 8,635 $889K
Accel Wealth Management 0.24% Add +9.9% 8,546 $880K
Truist Financial Corp. 0.00% Add +0.2% 8,319 $857K
Schroder Investment Management Group 0.00% New 8,222 $855K
Means Investment Co., Inc. 0.07% Reduce -11.2% 8,274 $852K
St. Johns Investment Management Company, LLC 0.35% Add +4.0% 8,253 $850K
Lyell Wealth Management, LP 0.06% Reduce -0.6% 8,178 $842K
IHT Wealth Management, LLC 0.02% Reduce -58.8% 8,093 $833K
FMR LLC 0.00% Add +14.7% 8,027 $827K
Sowell Financial Services LLC 0.03% Add +8.9% 8,020 $826K
Essential Investment Partners LLC 0.76% — 7,820 $805K
Wealth Enhancement Advisory Services, LLC 0.00% Add +8.0% 7,563 $801K
Integrated Advisors Network LLC 0.04% Add +270.8% 7,732 $796K
Opal Wealth Advisors, LLC 0.20% Add +0.1% 7,524 $775K
RCW Management, LLC 0.75% — 7,233 $745K
Pinnacle Associates Ltd. 0.01% Add +5.0% 7,091 $730K
Focus Partners Wealth 0.00% Reduce -23.9% 6,959 $721K
Blue Jean Financial LLC 0.56% — 6,718 $692K
WMG Financial Advisors, LLC 0.28% New 6,600 $680K
Carl P. Sherr & Co., LLC 0.29% Add +0.1% 6,030 $654K
Access Financial Services, Inc. 0.24% Add +13.5% 6,300 $649K
Cadent Capital Advisors, LLC 0.17% Add +4.6% 6,164 $635K
Walleye Trading LLC 0.01% Reduce -72.5% 6,102 $628K
MidFirst Bank 0.05% — 6,042 $622K
Moore Capital Management, LP 0.01% Reduce -98.7% 6,032 $621K
Investment House LLC 0.03% Add +1.2% 5,922 $610K
Capital Square, LLC 0.31% Reduce -32.2% 5,910 $609K
Corient Private Wealth LP 0.00% Add +106.2% 5,880 $605K
Smith, Moore & Co. 0.05% Reduce -4.3% 5,814 $599K
Wealth Effects LLC 0.19% Reduce -1.7% 5,804 $598K
Spire Wealth Management 0.02% Reduce -88.6% 5,645 $581K
Benjamin Edwards Inc. 0.01% Add +0.1% 5,540 $571K
Investment Management Corp. /Va/ 0.48% Reduce -0.0% 5,505 $567K
J.Safra Asset Management Corp 0.03% New 5,500 $566K
Wealthfront Advisers LLC 0.00% Add +0.1% 5,226 $538K
CastleKnight Management LP 0.03% New 5,000 $515K
Arkadios Wealth Advisors 0.01% Reduce -4.3% 4,969 $512K
B. Riley Wealth Advisors, Inc. 0.02% New 4,958 $510K
CIBC Private Wealth Group LLC 0.00% No change 4,860 $500K
Snowden Capital Advisors LLC 0.01% Reduce -23.3% 4,845 $499K
Inscription Capital, LLC 0.05% Reduce -3.0% 4,793 $493K
Jacobi Capital Management LLC 0.03% Reduce -1.1% 4,620 $476K
Apollon Wealth Management, LLC 0.01% Reduce -2.2% 4,518 $465K
Galaxy Group Investments LLC 0.06% New 4,500 $463K
Cibc World Market Inc. 0.00% Add +12.6% 4,482 $461K
Thrivent Financial for Lutherans 0.00% No change 4,379 $451K
Bearing Point Capital, LLC 0.07% New 4,184 $431K
Total Wealth Planning & Management, Inc. 0.34% — 4,140 $426K
Neuberger Berman Group LLC 0.00% No change 4,002 $412K
Rothschild Investment LLC 0.02% No change 4,000 $412K
Menora Mivtachim Holdings LTD. 0.00% New 4,000 $412K
Financial Freedom, LLC 0.20% Add +0.1% 3,996 $411K
Field & Main Bank 0.12% Add +16.2% 3,990 $411K
Madden Advisory Services, Inc. 0.16% Reduce -1.1% 3,919 $404K
Johnson Investment Counsel Inc. 0.00% No change 3,842 $396K
Atom Investors LP 0.03% Reduce -97.3% 3,759 $387K
Independent Financial Group, LLC 0.01% Reduce -0.6% 3,704 $381K
Navis Wealth Advisors, LLC 0.16% Add +0.2% 3,671 $378K
Ring Mountain Capital, LLC 0.19% Reduce -3.7% 3,283 $376K
Kestra Advisory Services, LLC 0.00% Reduce -11.8% 3,627 $373K
Turtle Creek Wealth Advisors, LLC 0.03% New 3,612 $372K
HB Wealth Management, LLC 0.00% No change 3,600 $371K
HMS Capital Management, LLC 0.15% No change 3,471 $357K
Byrne Financial Freedom, LLC 0.16% No change 3,461 $356K
Mercer Global Advisors Inc. 0.00% Add +0.2% 3,443 $355K
Cwm, LLC 0.00% Add +7.4% 3,378 $348K
Stratos Wealth Partners, LTD. 0.00% Reduce -5.4% 3,334 $343K
Fifth Third Securities, Inc. 0.02% Add +0.6% 3,287 $338K
Merit Financial Group, LLC 0.00% Reduce -48.8% 3,280 $338K
Smith Salley Wealth Management 0.02% No change 3,240 $334K
Perennial Investment Advisors, LLC 0.03% Reduce -31.1% 3,140 $323K
Intrua Financial, LLC 0.03% Reduce -16.4% 3,060 $315K
Perryman Financial Advisory Inc. 0.05% — 3,015 $310K
Maxele Advisors, LLC 0.25% Reduce -6.3% 2,980 $307K
Pinnacle Family Advisors, LLC 0.13% New 2,975 $306K
Ausdal Financial Partners, Inc. 0.01% Reduce -12.7% 2,913 $300K
MOR Wealth Management, LLC 0.14% — 2,896 $298K
Sacks & Associates, LLC 0.22% — 2,857 $294K
Kingswood Wealth Advisors, LLC 0.01% Add +27.7% 2,843 $293K
Magnus Financial Group LLC 0.02% No change 2,808 $289K
Brown Advisory Inc. 0.00% No change 2,787 $287K
Old North State Wealth Management, LLC 0.13% Add +0.2% 2,755 $284K
GM Advisory Group, LLC 0.01% New 2,632 $271K
Essex Financial Services, Inc. 0.02% No change 2,620 $270K
Schonfeld Strategic Advisors LLC 0.00% No change 2,562 $264K
Altfest L J & Co. Inc. 0.03% Add +0.1% 2,536 $261K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Reduce -2.4% 2,535 $261K
West Tower Group, LLC 0.59% New 2,500 $257K
Shay Capital LLC 0.04% New 2,500 $257K
Centiva Capital, LP 0.02% New 2,500 $257K
Meridian Wealth Management, LLC 0.01% Reduce -6.3% 2,483 $256K
Prospera Financial Services Inc 0.00% New 2,420 $249K
HighPoint Advisor Group LLC 0.01% New 2,406 $248K
FLP Wealth Management, LLC 0.58% Add +1.7% 2,387 $246K
Moment Partners, LLC 0.05% No change 2,386 $246K
AQR Capital Management 0.00% New 2,350 $242K
Manhattan West Asset Management, LLC 0.05% New 2,322 $239K
SOL Capital Management CO 0.02% No change 2,300 $237K
Mizuho Markets Cayman LP 0.01% Add +157.8% 2,287 $235K
Pension & Wealth Management Advisors, Inc. 0.07% Add +3.7% 2,240 $231K
Waverly Advisors, LLC 0.00% Add +2.4% 2,215 $228K
Ground Swell Capital, LLC 0.46% Reduce -26.9% 2,186 $225K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.5% 2,671 $216K
SeaBridge Investment Advisors LLC 0.04% No change 2,070 $213K
Prosperity Wealth Management, Inc. 0.07% Reduce -9.8% 2,051 $211K
Terra Nova Asset Management LLC 0.14% Add +0.1% 2,030 $209K
Gemmer Asset Management LLC 0.02% No change 2,000 $206K
Aprio Wealth Management, LLC 0.01% New 2,000 $206K
Independent Advisor Alliance 0.01% No change 2,000 $206K
Strategic Wealth Advisors LLC 0.18% — 2,000 $205K
Pacific Sun Financial Corp 0.10% New 1,989 $205K
Patriot Financial Group Insurance Agency, LLC 0.02% No change 1,960 $202K
American Financial Advisors, LLC 0.03% Add +0.1% 1,957 $201K
Clearstead Advisors, LLC 0.00% Reduce -4.0% 1,890 $195K
Pin Oak Investment Advisors Inc. 0.14% No change 1,650 $193K
Breakwater Investment Management 0.06% No change 1,720 $177K
Register Financial Advisors LLC 0.06% No change 1,547 $159K
UMB Bank, n.a. 0.00% No change 1,545 $159K
Manchester Capital Management LLC 0.02% No change 1,500 $154K
Operose Advisors LLC 0.03% Add +31.9% 1,393 $143K
Wilmington Savings Fund Society, FSB 0.00% No change 1,200 $124K
National Bank of Canada 0.00% Reduce -1.6% 1,198 $123K
Blueline Advisors LLC 0.10% — 1,163 $120K
Allworth Financial LP 0.00% Reduce -1.2% 1,140 $117K
MAI Capital Management 0.00% No change 1,087 $112K
Aptus Capital Advisors, LLC 0.00% No change 1,055 $109K
Stephens Consulting, LLC 0.03% No change 1,000 $103K
Glenmede Trust Co. NA 0.00% — 950 $98K
Ascentis Wealth Management, LLC 0.02% Reduce -2.9% 916 $94K
Montag A & Associates Inc. 0.00% Reduce -39.9% 904 $93K
Parallel Advisors, LLC 0.00% No change 901 $93K
Larson Financial Group LLC 0.00% No change 892 $92K
Global Retirement Partners, LLC 0.00% Reduce -70.2% 866 $89K
AlphaCore Capital LLC 0.00% Add +6.7% 857 $88K
Bernard Wealth Management Corp. 0.04% No change 839 $86K
Raffa Wealth Management, LLC 0.01% Add +0.1% 837 $86K
Nomura Asset Management Co. Ltd. 0.00% Reduce -60.0% 800 $82K
Whittier Trust Co. 0.00% No change 750 $79K
Comerica Bank 0.00% Reduce -75.2% 764 $79K
Wealth Watch Advisors, INC 0.03% Add +33.5% 737 $76K
Private Trust Co. NA 0.01% Reduce -45.0% 734 $76K
Steward Partners Investment Advisory, LLC 0.00% Reduce -3.1% 715 $74K
Blair William & Co. 0.00% Reduce -60.8% 682 $70K
REAP Financial Group, LLC 0.01% New 601 $62K
TD Waterhouse Canada Inc. 0.00% No change 574 $59K
Hamilton Point Investment Advisors, LLC 0.01% New 555 $57K
GAMMA Investing LLC 0.00% No change 518 $53K
Geneos Wealth Management Inc. 0.00% No change 500 $51K
Copia Wealth Management 0.03% Add +79.2% 430 $44K
Bangor Savings Bank 0.00% No change 400 $41K
Fifth Third Bancorp 0.00% No change 400 $41K
O'shaughnessy Asset Management, LLC 0.00% Reduce -2.4% 371 $38K
NewEdge Advisors, LLC 0.00% Reduce -73.2% 329 $34K
Allspring Global Investments Holdings, LLC 0.00% No change 300 $32K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 308 $32K
Strive Financial Group ,LLC 0.02% — 300 $31K
Noble Wealth Management PBC 0.02% No change 300 $31K
DV Trading LLC 0.00% — 300 $31K
Physician Wealth Advisors, Inc. 0.00% No change 290 $30K
Elevated Capital Advisors, LLC 0.01% New 269 $28K
Assetmark, Inc. 0.00% No change 262 $27K
FAS Wealth Partners, Inc. 0.00% No change 250 $26K
Winch Advisory Services, LLC 0.01% Add +0.4% 239 $25K
MCF Advisors LLC 0.00% No change 229 $24K
AdvisorNet Financial, Inc 0.00% Add +7.8% 220 $23K
Wagner Wealth Management, LLC 0.00% No change 216 $22K
Estate Planners Group, LLC 0.01% — 214 $22K
US Bancorp \de 0.00% No change 210 $22K
IFC & Insurance Marketing, Inc. 0.02% — 180 $18K
Independence Bank of Kentucky 0.00% No change 160 $16K
Chung Wu Investment Group, LLC 0.01% Add +50.0% 150 $15K
Financial Perspectives, Inc 0.00% No change 144 $15K
Quantbot Technologies LP 0.00% Reduce -66.7% 142 $15K
Flagship Harbor Advisors, LLC 0.00% New 140 $14K
Creative Financial Designs Inc. 0.00% No change 131 $13K
Hollencrest Capital Management 0.00% No change 130 $13K
IFP Advisors, Inc 0.00% Add +108.3% 125 $13K
Russell Investments Group, Ltd. 0.00% Reduce -3.2% 121 $12K
CX Institutional 0.00% Add +9.6% 114 $12K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 116 $12K
AE Wealth Management LLC 0.00% Add +25.6% 113 $12K
Bogart Wealth, LLC 0.00% Reduce -99.6% 112 $12K
Sound Income Strategies, LLC 0.00% New 98 $11K
City Holding Co. 0.00% Add +33.3% 100 $10K
Franklin Resources Inc. 0.00% Reduce -50.0% 100 $10K
Phillips Financial Management, LLC 0.00% No change 95 $10K
Arax Advisory Partners 0.00% New 94 $10K
Cornerstone Planning Group LLC 0.00% Add +115.2% 71 $8K
Ancora Advisors LLC 0.00% No change 74 $8K
Sunbelt Securities, Inc. 0.00% No change 72 $7K
Rossby Financial, LCC 0.00% New 68 $7K
International Assets Investment Management, LLC 0.00% New 64 $7K
Lanark Financial, Inc. 0.00% No change 51 $5K
Atlantic Union Bankshares Corp 0.00% New 43 $4K
SageView Advisory Group, LLC 0.00% New 42 $4K
First Community Trust NA 0.00% New 40 $4K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -8.8% 31 $3K
Cypress Capital Management LLC (WY) 0.00% New 30 $3K
Farther Finance Advisors, LLC 0.00% No change 30 $3K
JNBA Financial Advisors 0.00% No change 21 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 20 $2K
Measured Wealth Private Client Group, LLC 0.00% New 14 $1K
MH & Associates Securities Management Corp. 0.00% — 10 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 7 $721
Triumph Capital Management 0.00% New 4 $412
Golden State Wealth Management, LLC 0.00% No change 2 $206
Parallax Volatility Advisers, L.P. 0.00% New 1 $103

"% 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.