Atria Wealth Solutions’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Atria Wealth Solutions’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$512K	Sell	6,133 -5,977	-49%	-$477K	0.01%	900
2025 Q1	$982K	Sell	12,110 -2,438	-17%	-$218K	0.01%	908
2024 Q4	$1.31M	Buy	14,548 +2,822	+24%	+$273K	0.01%	816
2024 Q3	$1.16M	Sell	11,726 -4,871	-29%	-$479K	0.01%	857
2024 Q2	$1.54M	Buy	16,597 +5,962	+56%	+$535K	0.02%	725
2024 Q1	$1.01M	Buy	10,635 +1,251	+13%	+$116K	0.01%	904
2023 Q4	$838K	Buy	9,384 +5,586	+147%	+$415K	0.01%	945
2023 Q3	$277K	Sell	3,798 -1,827	-32%	-$146K	﹤0.01%	1464
2023 Q2	$468K	Buy	5,625 +2,946	+110%	+$246K	0.01%	1189
2023 Q1	$204K	Sell	2,679 -5,138	-66%	-$426K	﹤0.01%	1667
2022 Q4	$649K	Sell	7,817 -3,725	-32%	-$302K	0.01%	959
2022 Q3	$915K	Buy	11,542 +6,439	+126%	+$543K	0.02%	742
2022 Q2	$379K	Sell	5,103 -5,350	-51%	-$402K	0.01%	1097
2022 Q1	$940K	Buy	+10,453	New	+$965K	0.02%	764

Other funds holding XBI

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR S&P Biotech ETF (XBI) stake by 49% in Q2 2025, selling an estimated $477K and leaving 6,133 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #900.

Atria Wealth Solutions first reported a position in XBI in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q2 2024. 625 funds tracked by Wall St. Rank hold XBI as of Q2 2025.

Atria Wealth Solutions held 6,133 shares of State Street SPDR S&P Biotech ETF worth $512K as of Q2 2025.
Atria Wealth Solutions sold 5,977 State Street SPDR S&P Biotech ETF shares in Q2 2025, an estimated $477K.
State Street SPDR S&P Biotech ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #900 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P Biotech ETF position peaked at $1.54M in Q2 2024.
625 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2025.

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