Stocks / ETF
XHBETF
FollowFollowingUnfollowState Street SPDR S&P Homebuilders ETF
$104.581d +3.6%5d +6.8%settled close · 2026-11-02
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16 investor calls on XHB in the last 90 days (5 bullish, 11 bearish). Follow XHB free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $1.5B (11/2)β 0.9552w $93–116Shares 14.7MNYSE Arca since 2006
The tape, with the calls on it
Who said what, and what XHB did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about XHB
22 long3 neutral28 shortlatest 2026-10-25
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-25 | Citrini | Bullish | Monetary Matters | Consensus is excessively negative on homebuilders and rate hikes are likely near their peak, so the sector… |
| 2026-10-23 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | Steve Eisman (newest) | Housing is unaffordable for most Americans even at lower rates due to insurance costs, property taxes, and… |
| 2026-10-22 | Nicholas Colas | Bullish | CNBC (uncut) | Homebuilders remain a fundamentally sound, capital-disciplined sector after severe underperformance, and any… |
| 2026-10-22 | Guy Adami (RiskReversal)Trader & CNBC Fast Money panelist | Bearish | CNBC (uncut) | The home builder rally on falling rates is the wrong read — the real driver is economic slowdown and… |
| 2026-10-21 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Kitco NEWS | Mortgage rates rising toward 9% by Q1 2027 will destroy affordability and trigger a 30–50% nationwide home… |
| 2026-10-20 | Drew PettitChief investment strategist, Roundhill Investments | Bearish | CNBC (uncut) | Autos and homebuilders face rising funding costs for both the company and their customers, making earnings… |
| 2026-10-20 | Diana Olick | Bearish | CNBC (uncut) | Mortgage rates near 7.5%, elevated construction costs and weak buyer affordability are depressing housing… |
| 2026-10-19 | Jenny Lenz | Bullish | Fox Claman Countdown (playlist) | Berkshire Hathaway's large-scale investments — buying Taylor Morrison at a 24% premium and accumulating a 12%… |
| 2026-10-16 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bearish | The Compound | All-in monthly housing costs are roughly 50% higher than five years ago due to exploding insurance… |
| 2026-10-15 | Jon HirtleFounder & Executive Chairman, Hirtle & Co. | Bullish | Bloomberg The Close | Rate-sensitive homebuilder stocks have been out of favor and stand to benefit from falling Treasury yields… |
Show all 53 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-13 | Omar AguilarCEO & CIO, Schwab Asset Management | Bearish | Bloomberg TV (uncut) | Housing is the most rate-sensitive sector and is highly vulnerable to current interest rate levels, risking a… |
| 2026-10-12 | Mike NovogratzFounder/CEO, Galaxy Digital | Bullish | Money Rehab with Nicole Lapin | Hard assets outperform in a currency debasement environment; a significant concentration of wealth means… |
| 2026-10-11 | Danielle ParkPresident & Portfolio Manager, Venable Park Investment Counsel | Bearish | Thoughtful Money (Adam Taggart) | Price-to-income multiples still extreme at 5.2x median household income, boomer-owned second homes and Airbnb… |
| 2026-10-09 | Scott GrannisPublisher, Calafia Beach Pundit | Bearish | Calafia Beach Pundit (Scott Grannis) | Housing affordability is at historic lows with mortgage rates at 7.5%, prices are historically high and have… |
| 2026-10-09 | Andrew SarnaPortfolio Manager, Forthlane Partners | Bearish | Wealthion | Housing was already in poor shape before the current rate cycle, and further Fed tightening will apply… |
| 2026-08-18 | Stephanie Link (Hightower)Chief Investment Strategist, Hightower | Bearish | CNBC Halftime Final Trades | 30-year fixed mortgage at 6.8% is far above the 5–5.5% threshold needed to unlock demand, and the housing… |
| 2026-08-01 | Lisa ShalettCIO, Morgan Stanley Wealth Management | Bullish | Fox Barron's Roundtable (playlist) | Housing is a favored cyclical as extraordinarily strong corporate profits and a stable labor market support… |
| 2026-07-25 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Both PennyMac Mortgage Trust and its manager PennyMac Financial have repeatedly struggled to navigate the… |
| 2026-06-27 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Institutional overcrowding in loosely-underwritten business-purpose loans mirrors 2005 pre-GFC dynamics, and… |
| 2026-06-24 | Marc FaberEditor, Gloom Boom & Doom Report | Bullish | Wealthion | Emerging strength in homebuilders both in the US and in emerging markets signals market belief in falling… |
| 2026-06-20 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | PennyMac Mortgage Trust holds almost entirely Fannie/Freddie conventional loans yielding ~16%, benefiting… |
| 2026-06-05 | Dan LoebFounder/CEO, Third Point | Short | All-In Podcast | Homebuilders face structural impairment from large land-pool commitments disguised as options, while… |
| 2026-05-30 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Absence of rate cuts is crushing mortgage origination volumes, forcing top-10 lenders into consolidation M&A… |
| 2026-05-21 | Quinn ThompsonFounder & CIO, Lekker Capital | Bullish | Forward Guidance | Broad cost inflation driven by AI data-center buildout, defense spending, and fiscal expansion is raising… |
| 2026-05-13 | Neil DuttaHead of Economics, Renaissance Macro Research | Bearish | Forward Guidance | Total building permits at recent lows, residential investment sluggish, and the energy-driven income squeeze… |
| 2026-05-07 | Michael Green (Simplify)Chief Strategist & PM, Simplify | Bearish | Julia La Roche Show | Boomers are beginning to be forced sellers (assisted living, mortality) while younger buyers are priced out… |
| 2026-04-18 | Chris WhalenBanking analyst — Whalen Global Advisors | Bullish | Julia La Roche Show | Mortgage REITs and related platforms offer scarce income in an inflationary environment where traditional… |
| 2026-04-16 | Tyler NevilleTrader, Muddy Waters Capital | Neutral | interview | Demographic imbalance (more supply as boomers eventually sell their equity-heavy homes) will suppress… |
| 2026-04-11 | Chris WhalenBanking analyst — Whalen Global Advisors | Bearish | Julia La Roche Show | Mortgage rates remain elevated due to a higher 10-year Treasury driven by inflation, war risk, and deficit… |
| 2026-03-25 | Scott GrannisPublisher, Calafia Beach Pundit | Bearish | Calafia Beach Pundit (Scott Grannis) | Rising 30-year mortgage rates combined with a surge in new homes for sale tips supply/demand such that real… |
| 2026-01-16 | Cathie WoodCEO & CIO, ARK Invest | Bearish | CNBC Television | Home builders like KB Home are cutting prices by 7% and others are following, signaling deflationary housing… |
| 2025-11-11 | Barry SternlichtChairman/CEO, Starwood Capital | Bullish | CNBC Television | Declining supply (apartment starts down 65%), falling interest rates, and deteriorating homeownership… |
| 2025-10-22 | Melody WrightHousing analyst | Bearish | Lacy Hunt | Oversupply from continued excessive building (e.g., Dallas developments likely to remain vacant) points to a… |
| 2025-10-03 | David EinhornFounder, Greenlight Capital | Bullish | interview | Companies trading at 5-6x earnings with clean balance sheets return capital via dividends and buybacks… |
| 2025-09-25 | Lyn AldenIndependent macro strategist | Neutral | Natalie Brunell | Structurally higher mortgage rates prevent a new refinancing cycle and meaningful price appreciation, leading… |
| 2025-09-19 | Matt MorseCIO, Grimes & Company | Bullish | Wealthion | Housing-related stocks are leading the data higher, signaling a coming pickup in housing activity driven by… |
| 2025-07-02 | Michael BatnickManaging Partner, Ritholtz Wealth | Bearish | The Compound | Mortgage rates sustained at 6.5-7% for an extended period have pushed buyers to the sidelines, making a 3-5%… |
| 2025-06-18 | Harry DentAuthor & forecaster, HS Dent | Bearish | Wealthion | Real estate is the core of this bubble — global near-zero-down borrowing inflated prices 4× in 20 years with… |
| 2025-06-05 | David RosenbergEconomist — Rosenberg Research | Bearish | Wealthion | Housing is in its own recession — qualifying income for a median-priced home is $100K while the median… |
| 2025-05-29 | Francis HuntFounder, The Market Sniper | Bearish | Wealthion | Record unaffordability at 7-8% mortgage rates, 41% of new mortgage applications already being rejected… |
| 2025-05-07 | Neil DuttaHead of Economics, Renaissance Macro Research | Bearish | Forward Guidance | Builders are sitting on the most completed unsold inventory since the financial crisis, home building… |
| 2025-01-04 | Jason CalacanisAngel investor | Bearish | All-In Podcast | High mortgage rates make homes unaffordable while supply-permissive states like Texas have seen two… |
| 2024-12-09 | Peter SchiffCEO & Chief Global Strategist, Euro Pacific Capital | Bearish | Wealthion | Home prices are at historically low affordability and will crash in real (gold-adjusted) terms as rising… |
| 2024-12-04 | Ben CarlsonDirector of institutional AM, Ritholtz Wealth | Bullish | The Compound | Structural supply-demand imbalance — the US will not build enough homes over the next decade to meet demand —… |
| 2024-11-30 | Lacy HuntChief economist, Hoisington Investment | Bearish | LifeWorthLiving | Housing affordability is at or near record lows due to pandemic-era price level spikes that monetary… |
| 2024-09-27 | Tom Lee (Fundstrat)Co-founder & head of research, Fundstrat | Bullish | The Compound | Fed rate cuts are compressing mortgage spreads toward historical norms (potentially sub-5% 30yr fixed), refi… |
| 2024-09-20 | Brooke MayManaging partner & founder, Evans May Wealth | Bullish | Bloomberg Surveillance | A structural shortage of 7 million homes means builders gain pricing leverage in a lower-rate environment… |
| 2024-09-20 | Brooke MayManaging partner & founder, Evans May Wealth | Bullish | Bloomberg Surveillance | A structural shortage of roughly 7 million US homes combined with falling rates gives builders pricing… |
| 2023-12-22 | Ed YardeniPresident, Yardeni Research | Bullish | Bloomberg Podcasts | The rolling recession that hit housing first has now passed its trough and a rolling recovery is visibly… |
| 2023-11-28 | Lyn AldenIndependent macro strategist | Neutral | Mark Moss | Fixed-rate household debt insulates homeowners from rate rises, keeping prices range-bound in nominal terms… |
| 2023-02-18 | Luke GromenMacro strategist — founder, FFTT | Bullish | More George Gammon | The current home-price surge is driven by sovereign/government capital that is effectively infinite (unlike… |
| 2014-10-07 | Warren BuffettChairman, Berkshire Hathaway | Bullish | Fortune Magazine | Household formation driven by hormones and in-law fatigue will force a catchup in housing starts, which have… |
| 2012-04-07 | Paul McculleyFormer chief economist, PIMCO | Bullish | Bill Miller | Property is a deeply hated asset class after five years of losses, creating mean-reversion opportunity —… |
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The options tape
Notable options days
Sessions in the last 120 where XHB’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 11 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-11-02 | ||||||
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| 2026-08-21 | ||||||
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| 2026-07-30 | ||||||
| 2026-07-16 | ||||||
| 2026-07-08 | ||||||
| 2026-06-24 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
XHB on the Wheel
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