Atria Investments’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Atria Investments’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.02M	Buy	59,379 +43,798	+281%	+$2.25M	0.03%	564
2026 Q1	$779K	Sell	15,581 -5,059	-25%	-$254K	0.01%	1202
2025 Q4	$936K	Sell	20,640 -1,054	-5%	-$46.6K	0.01%	1107
2025 Q3	$972K	Sell	21,694 -1,762	-8%	-$79.7K	0.01%	1071
2025 Q2	$1.03M	Sell	23,456 -6,168	-21%	-$261K	0.01%	1020
2025 Q1	$1.27M	Buy	29,624 +530	+2%	+$23.2K	0.02%	903
2024 Q4	$1.22M	Buy	29,094 +16,788	+136%	+$777K	0.02%	878
2024 Q3	$593K	Sell	12,306 -1,242	-9%	-$56.6K	0.01%	1240
2024 Q2	$598K	Sell	13,548 -11,342	-46%	-$513K	0.01%	1216
2024 Q1	$1.16M	Sell	24,890 -256	-1%	-$11K	0.02%	892
2023 Q4	$1.08M	Buy	+25,146	New	+$1.01M	0.02%	863
2023 Q2	–	Sell	-41,988	Closed	-$1.69M	–	896
2023 Q1	$1.69M	Buy	+41,988	New	+$1.7M	0.03%	594
2022 Q4	–	Sell	-33,642	Closed	-$1.14M	–	811
2022 Q3	$1.14M	Sell	33,642 -13,676	-29%	-$514K	0.03%	679
2022 Q2	$1.74M	Sell	47,318 -2,406	-5%	-$101K	0.04%	544
2022 Q1	$2.19M	Sell	49,724 -10,150	-17%	-$433K	0.04%	537
2021 Q4	$2.71M	Buy	59,874 +6,758	+13%	+$292K	0.05%	445
2021 Q3	$2.1M	Sell	53,116 -79,154	-60%	-$3.29M	0.04%	506
2021 Q2	$5.44M	Buy	132,270 +30,276	+30%	+$1.28M	0.11%	219
2021 Q1	$4.02M	Sell	101,994 -30,998	-23%	-$1.17M	0.09%	256
2020 Q4	$4.81M	Buy	132,992 +100,572	+310%	+$3.44M	0.12%	204
2020 Q3	$1.03M	Sell	32,420 -31,356	-49%	-$974K	0.03%	562
2020 Q2	$1.8M	Buy	63,776 +23,662	+59%	+$623K	0.06%	335
2020 Q1	$903K	Sell	40,114 -2,652	-6%	-$72.8K	0.07%	243
2019 Q4	$1.31M	Sell	42,766 -6,042	-12%	-$178K	0.04%	442
2019 Q3	$1.42M	Sell	48,808 -23,042	-32%	-$664K	0.05%	308
2019 Q2	$2.04M	Sell	71,850 -19,264	-21%	-$543K	0.08%	222
2019 Q1	$2.53M	Buy	+91,114	New	+$2.46M	0.11%	185
2018 Q3	–	Sell	-12,416	Closed	-$361K	–	1054
2018 Q2	$361K	Sell	12,416 -14,930	-55%	-$437K	0.02%	676
2018 Q1	$779K	Buy	27,346 +804	+3%	+$24.4K	0.04%	395
2017 Q4	$803K	Buy	26,542 +636	+2%	+$18.7K	0.04%	377
2017 Q3	$736K	Buy	25,906 +17,990	+227%	+$495K	0.04%	375
2017 Q2	$213K	Buy	+7,916	New	+$210K	0.01%	682
2014 Q4	–	Sell	-406,328	Closed	-$10.1M	–	481
2014 Q3	$10.1M	Sell	406,328 -17,654	-4%	-$441K	1.03%	22
2014 Q2	$10.5M	Sell	423,982 -286,700	-40%	-$6.92M	1.05%	25
2014 Q1	$16.8M	Buy	710,682 +265,630	+60%	+$6.11M	1.71%	13
2013 Q4	$10.3M	Sell	445,052 -207,530	-32%	-$4.56M	1.02%	25
2013 Q3	$13.7M	Buy	652,582 +117,668	+22%	+$2.41M	1.43%	19
2013 Q2	$10.3M	Buy	+534,914	New	+$10.6M	1.25%	23

Other funds holding XLB

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments's XLB Position: Q2 2026 in Review

Atria Investments increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 281% in Q2 2026, buying an estimated $2.25M and bringing the position to 59,379 shares worth $3.02M. The position accounts for 0.03% of the portfolio, ranked #564.

Atria Investments first reported a position in XLB in Q2 2013 and has held it in 38 quarters since. The position peaked at $16.8M in Q1 2014. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Atria Investments held 59,379 shares of State Street Materials Select Sector SPDR ETF worth $3.02M as of Q2 2026.
Atria Investments bought 43,798 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $2.25M.
State Street Materials Select Sector SPDR ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #564 holding.
Atria Investments first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 38 quarters since.
Atria Investments's State Street Materials Select Sector SPDR ETF position peaked at $16.8M in Q1 2014.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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