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

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	0.05%	396
2022 Q1	$2.4M	Buy	+19,219	New	+$2.26M	0.04%	432