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SS Spdr S&P Homebldrs ETF (XHB)

CUSIP: 78464A888 | NYSE | 1379 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc1,874,904
0.1% of portfolio›$180.0M
Annex Advisory Services, LLC622,371
1.0% of portfolio›$59.8M
Mirae Asset Securities (USA) Inc.600,487
1.6% of portfolio›$57.7M
Meitav Investment House LTD218,326
0.1% of portfolio›$21.0M
Congress Asset Management Co103,832
0.0% of portfolio›$103.8K
Allspring Global Investments Holdings, LLC91,343
0.0% of portfolio›$8.8M
Econ Financial Services Corp69,759
2.8% of portfolio›$6.7M
Viewpoint Capital Management LLC64,804
2.9% of portfolio›$6.2M
Gerber Kawasaki Wealth & Investment Management46,612
0.1% of portfolio›$4.5M
Ellis Investment Partners, LLC45,201
0.6% of portfolio›$4.3M
North Star Investment Management Corp.42,158
0.2% of portfolio›$4.0M
Mountain Hill Investment Partners Corp.39,300
2.0% of portfolio›$3.8M
Exchange Traded Concepts, LLC34,772
0.0% of portfolio›$3.3M
Toth Financial Advisory Corp32,446
0.3% of portfolio›$3.1M
Bricktown Capital, LLC29,034
0.5% of portfolio›$2.8M
Commonwealth Equity Services, LLC24,256
0.0% of portfolio›$2.3M
Elevation Point Wealth Partners, LLC20,559
0.0% of portfolio›$2.0M
Gerald Baker Financial Group LLC18,126
0.5% of portfolio›$1.7M
EverSource Wealth Advisors, LLC15,850
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.13,552
0.0% of portfolio›$1.3K
St. Johns Investment Management Company, LLC12,752
0.5% of portfolio›$1.2M
Creative Planning10,943
0.0% of portfolio›$1.1M
Sigma Planning Corp10,924
0.0% of portfolio›$1.0M
Sage Capital Management, LLC10,817
0.4% of portfolio›$1.0M
James Investment Research, Inc.10,253
0.1% of portfolio›$984.6K
Truist Financial Corp10,091
0.0% of portfolio›$969.1K
Chartist Inc9,667
0.6% of portfolio›$928.3K
Cordoba Advisory Partners LLC9,603
0.1% of portfolio›$924.8K
Global Financial Private Client, LLC9,520
0.3% of portfolio›$914.2K
Seamount Financial Group Inc9,466
0.4% of portfolio›$909.0K
AdvisorNet Financial, Inc9,391
0.0% of portfolio›$871.9K
Fifth Third Bancorp9,100
0.0% of portfolio›$873.9K
Guidance Capital, Inc9,065
0.2% of portfolio›$948.1K
Banque Pictet & CIE SA8,635
0.0% of portfolio›$829.2K
Bank of New York Mellon Corp8,438
0.0% of portfolio›$810.2K
Essential Investment Partners LLC7,820
0.5% of portfolio›$751.0K
Pinnacle Associates LTD7,611
0.0% of portfolio›$730.9K
Opal Wealth Advisors, LLC7,441
0.1% of portfolio›$714.6K
Capital Square, LLC7,252
0.3% of portfolio›$696.5K
RCW Management, LLC7,233
0.6% of portfolio›$694.7K
Kestra Advisory Services, LLC7,100
0.0% of portfolio›$681.8K
Means Investment Co., Inc.7,001
0.0% of portfolio›$672.3K
Integrated Advisors Network LLC6,994
0.0% of portfolio›$671.6K
Accel Wealth Management6,240
0.1% of portfolio›$599.2K
Investment Management Corp5,891
0.4% of portfolio›$565.7K
Wealth Effects LLC5,547
0.1% of portfolio›$532.7K
Wealth Enhancement Advisory Services, LLC5,372
0.0% of portfolio›$514.0K
Lyell Wealth Management, LP5,173
0.0% of portfolio›$496.8K
Riverbridge Partners LLC4,923
0.0% of portfolio›$472.8K
Berkeley, Inc4,604
0.1% of portfolio›$442.1K
LJI Wealth Management, LLC4,510
0.1% of portfolio›$433.1K
Jacobi Capital Management LLC4,471
0.0% of portfolio›$429.3K
Silphium Asset Management Ltd4,392
0.1% of portfolio›$421.8K
Thrivent Financial for Lutherans4,379
0.0% of portfolio›$421
Montag A & Associates Inc4,274
0.0% of portfolio›$410.4K
Value Investment Professionals, LLC4,015
0.3% of portfolio›$385.6K
Thompson Siegel & Walmsley LLC3,957
0.0% of portfolio›$380
HB Wealth Management, LLC3,842
0.0% of portfolio›$368.9K
Spire Wealth Management3,774
0.0% of portfolio›$362.4K
Turtle Creek Wealth Advisors, LLC3,612
0.0% of portfolio›$346.9K
Perigon Wealth Management, LLC3,400
0.0% of portfolio›$326.5K
Apollon Wealth Management, LLC3,387
0.0% of portfolio›$325.2K
Total Wealth Planning & Management, Inc.3,355
0.2% of portfolio›$322.2K
Ring Mountain Capital, LLC3,065
0.1% of portfolio›$294.3K
Perryman Financial Advisory Inc3,000
0.0% of portfolio›$288.1K
Independent Financial Group, LLC2,857
0.0% of portfolio›$274.3K
Magnus Financial Group LLC2,851
0.0% of portfolio›$273.8K
Old North State Wealth Management, LLC2,780
0.1% of portfolio›$267.0K
J.W. Cole Advisors, Inc.2,611
0.0% of portfolio›$250.8K
Realta Investment Advisors2,552
0.1% of portfolio›$245.1K
Farther Finance Advisors, LLC2,504
0.0% of portfolio›$240.5K
Altfest L J & Co Inc2,484
0.0% of portfolio›$238.6K
Prospera Financial Services Inc2,443
0.0% of portfolio›$246.7K
TD Waterhouse Canada Inc.2,361
0.0% of portfolio›$228.5K
Pension & Wealth Management Advisors, Inc.2,240
0.0% of portfolio›$215.1K
Independent Solutions Wealth Management, LLC2,153
0.0% of portfolio›$206.8K
Breakwater Investment Management1,720
0.1% of portfolio›$165.2K
Register Financial Advisors LLC1,616
0.0% of portfolio›$155.2K
Manchester Capital Management LLC1,500
0.0% of portfolio›$144.0K
Wilmington Savings Fund Society, FSB1,200
0.0% of portfolio›$115.2K
Blueline Advisors LLC1,114
0.1% of portfolio›$107.0K
Parallel Advisors, LLC904
0.0% of portfolio›$86.8K
Larson Financial Group LLC892
0.0% of portfolio›$85.7K
CoreCap Advisors, LLC871
0.0% of portfolio›$83.6K
AlphaCore Capital LLC760
0.0% of portfolio›$73.0K
Rossby Financial, LCC708
0.0% of portfolio›$68.0K
Hamilton Point Investment Advisors, LLC555
0.0% of portfolio›$53.3K
Gamma Investing LLC518
0.0% of portfolio›$49.7K
Edgemoor Investment Advisors, Inc.455
0.0% of portfolio›$43.7K
Bangor Savings Bank400
0.0% of portfolio›$38.4K
Private Trust Co NA322
0.0% of portfolio›$30.9K
Physician Wealth Advisors, Inc.290
0.0% of portfolio›$27.8K
Elevated Capital Advisors, LLC269
0.0% of portfolio›$25.8K
Assetmark, Inc230
0.0% of portfolio›$22.1K
Wagner Wealth Management, LLC218
0.0% of portfolio›$20.9K
US Bancorp \de\210
0.0% of portfolio›$20.2K
Evolution Wealth Management Inc.172
0.0% of portfolio›$16.5K
Key Capital Management, Inc160
0.0% of portfolio›$15.4K
Financial Perspectives, Inc144
0.0% of portfolio›$13.8K
Next Level Wealth Planning, LLC137
0.0% of portfolio›$13.2K
True Wealth Design, LLC131
0.0% of portfolio›$12.6K
Creative Financial Designs Inc131
0.0% of portfolio›$12.6K
IFP Advisors, Inc125
0.0% of portfolio›$12.0K
Smallwood Wealth Investment Management, LLC125
0.0% of portfolio›$12.0K
CX Institutional105
0.0% of portfolio›$10
Summit Securities Group LLC100
0.0% of portfolio›$9.6K
City Holding Co100
0.0% of portfolio›$9.6K
Phillips Financial Management, LLC95
0.0% of portfolio›$9.1K
Lanark Financial, Inc.51
0.0% of portfolio›$4.9K
Beutel, Goodman & Co Ltd.39
0.0% of portfolio›$3
Quest 10 Wealth Builders, Inc.28
0.0% of portfolio›$2.7K
Washington Trust Advisors, Inc.22
0.0% of portfolio›$2.2K
MH & Associates Securities Management Corp10
0.0% of portfolio›$961
Signature Resources Capital Management, LLC10
0.0% of portfolio›$960
Creative Capital Management Investments LLC7
0.0% of portfolio›$672
Country Trust Bank5
0.0% of portfolio›$480
Harbor Investment Advisory, LLC5
0.0% of portfolio›$480
Triumph Capital Management4
0.0% of portfolio›$384
Golden State Wealth Management, LLC2
0.0% of portfolio›$192
Main Street Group, LTD1
0.0% of portfolio›$96
Ascentis Independent Advisors0
0.0% of portfolio›$21
StyleTurnoverLocationFiled
Citigroup Inc
1,874,904$180.0M0.1%CoreMediumNew York, NY2026-11-04
Annex Advisory Services, LLC
622,371$59.8M1.0%GrowthHighBrookfield, WI2026-10-16
Mirae Asset Securities (USA) Inc.
600,487$57.7M1.6%ETFHighNew York, NY2026-10-15
Meitav Investment House LTD
218,326$21.0M0.1%ETFMediumBene-Beraq, Luxembourg2026-10-28
Congress Asset Management Co
103,832$103.8K0.0%GrowthMediumBoston, MA2026-10-06
Allspring Global Investments Holdings, LLC
91,343$8.8M0.0%CoreMediumCharlotte, NC2026-11-04
Econ Financial Services Corp
69,759$6.7M2.8%YieldVery HighHarrisburg, PA2026-10-19
Viewpoint Capital Management LLC
64,804$6.2M2.9%CoreVery LowSeattle, WA2026-10-27
Gerber Kawasaki Wealth & Investment Management
46,612$4.5M0.1%ETFLowSanta Monica, CA2026-10-29
Ellis Investment Partners, LLC
45,201$4.3M0.6%ETFLowBerwyn, PA2026-10-21
North Star Investment Management Corp.
42,158$4.0M0.2%CoreLowChicago, IL2026-10-27
Mountain Hill Investment Partners Corp.
39,300$3.8M2.0%GrowthHighAtlantic Highlands, NJ2026-10-23
Exchange Traded Concepts, LLC
34,772$3.3M0.0%GrowthMediumOklahoma City, OK2026-10-28
Toth Financial Advisory Corp
32,446$3.1M0.3%CoreLowLeesburg, VA2026-10-08
Bricktown Capital, LLC
29,034$2.8M0.5%ETFVery LowDetroit, MI2026-10-13
Commonwealth Equity Services, LLC
24,256$2.3M0.0%ETFLowWaltham, MA2026-11-02
Elevation Point Wealth Partners, LLC
20,559$2.0M0.0%CoreHighDenver, CO2026-11-05
Gerald Baker Financial Group LLC
18,126$1.7M0.5%GARPLowArlington, TX2026-10-09
EverSource Wealth Advisors, LLC
15,850$1.5M0.0%CoreMediumBirmingham, AL2026-11-04
Cambridge Investment Research Advisors, Inc.
13,552$1.3K0.0%ETFLowFairfield, IA2026-11-02
St. Johns Investment Management Company, LLC
12,752$1.2M0.5%CoreVery LowJacksonville, FL2026-10-30
Creative Planning
10,943$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Sigma Planning Corp
10,924$1.0M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Sage Capital Management, LLC
10,817$1.0M0.4%ETFLowStockton, NJ2026-10-20
James Investment Research, Inc.
10,253$984.6K0.1%CoreLowAlpha, OH2026-10-22
Truist Financial Corp
10,091$969.1K0.0%CoreLowCharlotte, NC2026-10-30
Chartist Inc
9,667$928.3K0.6%CoreVery LowSeal Beach, CA2026-11-04
Cordoba Advisory Partners LLC
9,603$924.8K0.1%ETFMediumNew York, NY2026-10-19
Global Financial Private Client, LLC
9,520$914.2K0.3%GrowthLowSarasota, FL2026-10-15
Seamount Financial Group Inc
9,466$909.0K0.4%ETFLowColorado Springs, CO2026-10-21
AdvisorNet Financial, Inc
9,391$871.9K0.0%ETFLowMinnetonka, MN2026-10-15
Fifth Third Bancorp
9,100$873.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Guidance Capital, Inc
9,065$948.1K0.2%ETFMediumLousville, KY2026-11-03
Banque Pictet & CIE SA
8,635$829.2K0.0%CoreMediumGeneva 73, Switzerland2026-10-16
Bank of New York Mellon Corp
8,438$810.2K0.0%CoreLowNew York, NY2026-11-05
Essential Investment Partners LLC
7,820$751.0K0.5%GrowthLowEnglewood, CO2026-10-27
Pinnacle Associates LTD
7,611$730.9K0.0%CoreLowNew York, NY2026-10-20
Opal Wealth Advisors, LLC
7,441$714.6K0.1%ETFLowJericho, NY2026-10-16
Capital Square, LLC
7,252$696.5K0.3%YieldMediumAthens, TN2026-10-19
RCW Management, LLC
7,233$694.7K0.6%ETFVery LowJacksonville, FL2026-10-30
Kestra Advisory Services, LLC
7,100$681.8K0.0%CoreLowAustin, TX2026-11-02
Means Investment Co., Inc.
7,001$672.3K0.0%GrowthVery LowBangor, ME2026-11-03
Integrated Advisors Network LLC
6,994$671.6K0.0%GrowthMediumDallas, TX2026-10-20
Accel Wealth Management
6,240$599.2K0.1%ETFLowWaverly, IA2026-10-13
Investment Management Corp
5,891$565.7K0.4%ETFMediumRoanoke, VA2026-11-03
Wealth Effects LLC
5,547$532.7K0.1%GrowthLowBoston, MA2026-10-23
Wealth Enhancement Advisory Services, LLC
5,372$514.0K0.0%CoreLowPlymouth, MN2026-10-13
Lyell Wealth Management, LP
5,173$496.8K0.0%GrowthLowMenlo Park, CA2026-10-30
Riverbridge Partners LLC
4,923$472.8K0.0%GrowthLowMinneapolis, MN2026-11-05
Berkeley, Inc
4,604$442.1K0.1%CoreLowBoise, ID2026-10-20
LJI Wealth Management, LLC
4,510$433.1K0.1%ETFLowIndianapolis, IN2026-10-28
Jacobi Capital Management LLC
4,471$429.3K0.0%CoreLowPittston, PA2026-11-05
Silphium Asset Management Ltd
4,392$421.8K0.1%ETFMediumLondon, United Kingdom2026-10-27
Thrivent Financial for Lutherans
4,379$4210.0%GARPMediumMinneapolis, MN2026-11-05
Montag A & Associates Inc
4,274$410.4K0.0%CoreLowAtlanta, GA2026-10-29
Value Investment Professionals, LLC
4,015$385.6K0.3%ETFHighNew York, NY2026-10-13
Thompson Siegel & Walmsley LLC
3,957$3800.0%Deep ValueMediumRichmond, VA2026-11-05
HB Wealth Management, LLC
3,842$368.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Spire Wealth Management
3,774$362.4K0.0%GrowthMediumMclean, VA2026-10-30
Turtle Creek Wealth Advisors, LLC
3,612$346.9K0.0%GrowthLowDallas, TX2026-10-15
Perigon Wealth Management, LLC
3,400$326.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Apollon Wealth Management, LLC
3,387$325.2K0.0%GrowthLowMount Pleasant, SC2026-10-23
Total Wealth Planning & Management, Inc.
3,355$322.2K0.2%CoreMediumPonte Vedra Beach, FL2026-10-23
Ring Mountain Capital, LLC
3,065$294.3K0.1%GrowthVery LowTiburon, CA2026-10-13
Perryman Financial Advisory Inc
3,000$288.1K0.0%GrowthVery LowDallas, TX2026-10-16
Independent Financial Group, LLC
2,857$274.3K0.0%GrowthLowSan Diego, CA2026-10-13
Magnus Financial Group LLC
2,851$273.8K0.0%ETFLowNew York, NY2026-10-21
Old North State Wealth Management, LLC
2,780$267.0K0.1%ValueMediumWilmington, NC2026-10-22
J.W. Cole Advisors, Inc.
2,611$250.8K0.0%IndexLowTampa, FL2026-11-05
Realta Investment Advisors
2,552$245.1K0.1%GrowthMediumWilmington, DE2026-10-14
Farther Finance Advisors, LLC
2,504$240.5K0.0%IndexLowSan Francisco, CA2026-10-08
Altfest L J & Co Inc
2,484$238.6K0.0%ETFHighNew York, NY2026-10-27
Prospera Financial Services Inc
2,443$246.7K0.0%CoreMediumDallas, TX2026-11-04
TD Waterhouse Canada Inc.
2,361$228.5K0.0%CoreLowToronto, Australia2026-10-16
Pension & Wealth Management Advisors, Inc.
2,240$215.1K0.0%ETFLowWaltham, MA2026-10-16
Independent Solutions Wealth Management, LLC
2,153$206.8K0.0%GrowthLowWilliamsville, NY2026-10-28
Breakwater Investment Management
1,720$165.2K0.1%ETFLowSeattle, WA2026-10-20
Register Financial Advisors LLC
1,616$155.2K0.0%GARPLowAtlanta, GA2026-10-23
Manchester Capital Management LLC
1,500$144.0K0.0%CoreLowManchester, VT2026-10-22
Wilmington Savings Fund Society, FSB
1,200$115.2K0.0%CoreLowWilmington, DE2026-10-23
Blueline Advisors LLC
1,114$107.0K0.1%ETFLowExeter, NH2026-10-15
Parallel Advisors, LLC
904$86.8K0.0%IndexLowSan Francisco, CA2026-11-03
Larson Financial Group LLC
892$85.7K0.0%GrowthLowSt Louis, MO2026-11-05
CoreCap Advisors, LLC
871$83.6K0.0%ETFMediumSouthfield, MI2026-10-08
AlphaCore Capital LLC
760$73.0K0.0%ETFLowLa Jolla, CA2026-11-04
Rossby Financial, LCC
708$68.0K0.0%ETFMediumMelbourne, FL2026-11-05
Hamilton Point Investment Advisors, LLC
555$53.3K0.0%CoreLowChapel Hill, NC2026-11-03
Gamma Investing LLC
518$49.7K0.0%IndexVery LowFoster City, CA2026-10-08
Edgemoor Investment Advisors, Inc.
455$43.7K0.0%CoreVery LowBethesda, MD2026-11-03
Bangor Savings Bank
400$38.4K0.0%ETFLowBangor, ME2026-10-06
Private Trust Co NA
322$30.9K0.0%CoreLowCleveland, OH2026-10-20
Physician Wealth Advisors, Inc.
290$27.8K0.0%ETFMediumMidvale, UT2026-10-20
Elevated Capital Advisors, LLC
269$25.8K0.0%ETFMediumSandy, UT2026-11-04
Assetmark, Inc
230$22.1K0.0%ETFLowConcord, CA2026-10-21
Wagner Wealth Management, LLC
218$20.9K0.0%ETFLowGreenville, SC2026-10-21
US Bancorp \de\
210$20.2K0.0%IndexLowMinneapolis, MN2026-11-05
Evolution Wealth Management Inc.
172$16.5K0.0%ETFMediumFort Myers, FL2026-10-28
Key Capital Management, Inc
160$15.4K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Financial Perspectives, Inc
144$13.8K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Next Level Wealth Planning, LLC
137$13.2K0.0%ETFVery LowMeridian, ID2026-10-29
True Wealth Design, LLC
131$12.6K0.0%ETFMediumAkron, OH2026-10-13
Creative Financial Designs Inc
131$12.6K0.0%ETFMediumKokomo, IN2026-11-04
IFP Advisors, Inc
125$12.0K0.0%GrowthLowTampa, FL2026-10-16
Smallwood Wealth Investment Management, LLC
125$12.0K0.0%ETFVery LowRed Bank, NJ2026-10-30
CX Institutional
105$100.0%CoreMediumAuburn, IN2026-10-02
Summit Securities Group LLC
100$9.6K0.0%CoreVery HighNew York, NY2026-11-05
City Holding Co
100$9.6K0.0%CoreLowCharleston, WV2026-10-19
Phillips Financial Management, LLC
95$9.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Lanark Financial, Inc.
51$4.9K0.0%CoreMediumBirmingham, AL2026-10-26
Beutel, Goodman & Co Ltd.
39$30.0%ValueMediumToronto, Australia2026-11-04
Quest 10 Wealth Builders, Inc.
28$2.7K0.0%ETFLowFuquay-Varina, VA2026-11-02
Washington Trust Advisors, Inc.
22$2.2K0.0%GrowthLowWellesley, MA2026-10-22
MH & Associates Securities Management Corp
10$9610.0%YieldLowCarlsbad, CA2026-10-30
Signature Resources Capital Management, LLC
10$9600.0%ETFLowNewport Beach, CA2026-10-16
Creative Capital Management Investments LLC
7$6720.0%ETFLowSan Diego, CA2026-10-28
Country Trust Bank
5$4800.0%GrowthLowBloomington, IL2026-10-30
Harbor Investment Advisory, LLC
5$4800.0%GrowthLowLutherville, MD2026-10-13
Triumph Capital Management
4$3840.0%ETFMediumDenver, CO2026-10-14
Golden State Wealth Management, LLC
2$1920.0%ETFMediumSanta Ana, CA2026-11-02
Main Street Group, LTD
1$960.0%ETFMediumGlen Allen, VA2026-10-28
Ascentis Independent Advisors
0$210.0%ETFLowDallas, TX2026-11-03