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

Atria Wealth Solutions’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
2025 Q2	$3.6M	Sell	17,091 -8,386	-33%	-$1.52M	0.08%	269
2025 Q1	$4.09M	Buy	25,477 +4,014	+19%	+$675K	0.05%	402
2024 Q4	$3.56M	Buy	21,463 +1,799	+9%	+$297K	0.04%	450
2024 Q3	$3.09M	Sell	19,664 -7,472	-28%	-$1.11M	0.03%	488
2024 Q2	$3.8M	Buy	27,136 +1,827	+7%	+$255K	0.04%	407
2024 Q1	$3.56M	Buy	25,309 +5,619	+29%	+$754K	0.04%	441
2023 Q4	$2.67M	Buy	19,690 +2,959	+18%	+$364K	0.03%	509
2023 Q3	$1.88M	Buy	16,731 +2,902	+21%	+$347K	0.03%	579
2023 Q2	$1.68M	Buy	13,829 +99	+0.7%	+$11.5K	0.02%	627
2023 Q1	$1.61M	Buy	13,730 +172	+1%	+$20K	0.02%	617
2022 Q4	$1.49M	Sell	13,558 -9,095	-40%	-$960K	0.02%	608
2022 Q3	$2.08M	Sell	22,653 -119	-0.5%	-$12.4K	0.04%	469
2022 Q2	$2.29M	Buy	22,772 +3,553	+18%	+$392K	0.04%	396
2022 Q1	$2.4M	Buy	+19,219	New	+$2.26M	0.04%	432

Other funds holding XAR

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

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

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

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

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

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

HCMG

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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

Atria Wealth Solutions's XAR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 33% in Q2 2025, selling an estimated $1.52M and leaving 17,091 shares worth $3.6M. The position accounts for 0.08% of the portfolio, ranked #269.

Atria Wealth Solutions first reported a position in XAR in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.09M in Q1 2025. 410 funds tracked by Wall St. Rank hold XAR as of Q2 2025.

Atria Wealth Solutions held 17,091 shares of State Street SPDR S&P Aerospace & Defense ETF worth $3.6M as of Q2 2025.
Atria Wealth Solutions sold 8,386 State Street SPDR S&P Aerospace & Defense ETF shares in Q2 2025, an estimated $1.52M.
State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #269 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P Aerospace & Defense ETF position peaked at $4.09M in Q1 2025.
410 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.