Atria Investments’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Atria Investments’s Portfolio XAR Stock Details XAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Buy	1,443 +2	+0.1%	+$541	﹤0.01%	1639
2026 Q1	$366K	Buy	1,441 +83	+6%	+$22.7K	﹤0.01%	1626
2025 Q4	$328K	Sell	1,358 -279	-17%	-$66.3K	﹤0.01%	1692
2025 Q3	$385K	Buy	1,637 +23	+1%	+$5.02K	﹤0.01%	1581
2025 Q2	$340K	Buy	1,614 +5	+0.3%	+$906	﹤0.01%	1642
2025 Q1	$259K	Buy	1,609 +19	+1%	+$3.19K	﹤0.01%	1707
2024 Q4	$264K	Sell	1,590 -33	-2%	-$5.45K	﹤0.01%	1658
2024 Q3	$255K	Sell	1,623 -92	-5%	-$13.7K	﹤0.01%	1697
2024 Q2	$240K	Buy	+1,715	New	+$239K	﹤0.01%	1720
2020 Q2	–	Sell	-9,864	Closed	-$751K	–	778
2020 Q1	$751K	Buy	9,864 +1,247	+14%	+$128K	0.06%	274
2019 Q4	$940K	Buy	8,617 +5,897	+217%	+$637K	0.03%	556
2019 Q3	$291K	Buy	+2,720	New	+$289K	0.01%	726

Other funds holding XAR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Atria Investments's XAR Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 0.14% in Q2 2026, buying an estimated $541 and bringing the position to 1,443 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Atria Investments first reported a position in XAR in Q3 2019 and has held it in 12 quarters since. The position peaked at $940K in Q4 2019. 618 funds tracked by Wall St. Rank hold XAR as of Q2 2026.

Atria Investments held 1,443 shares of State Street SPDR S&P Aerospace & Defense ETF worth $410K as of Q2 2026.
Atria Investments bought 2 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2026, an estimated $541.
State Street SPDR S&P Aerospace & Defense ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1639 holding.
Atria Investments first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q3 2019 and has held it in 12 quarters since.
Atria Investments's State Street SPDR S&P Aerospace & Defense ETF position peaked at $940K in Q4 2019.
618 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.