Atria Wealth Solutions’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$393K	Sell	3,985 -138	-3%	-$13.1K	0.01%	1033
2025 Q1	$400K	Buy	4,123 +122	+3%	+$12.7K	﹤0.01%	1314
2024 Q4	$418K	Sell	4,001 -5,244	-57%	-$615K	﹤0.01%	1362
2024 Q3	$1.15M	Sell	9,245 -13,528	-59%	-$1.53M	0.01%	863
2024 Q2	$2.3M	Sell	22,773 -1,255	-5%	-$131K	0.03%	585
2024 Q1	$2.68M	Buy	24,028 +16,853	+235%	+$1.68M	0.03%	535
2023 Q4	$686K	Sell	7,175 -24,743	-78%	-$2.01M	0.01%	1047
2023 Q3	$2.44M	Sell	31,918 -16,128	-34%	-$1.31M	0.03%	495
2023 Q2	$3.86M	Buy	48,046 +37,141	+341%	+$2.66M	0.05%	361
2023 Q1	$739K	Buy	10,905 +4,874	+81%	+$326K	0.01%	943
2022 Q4	$364K	Sell	6,031 -120	-2%	-$7.13K	0.01%	1251
2022 Q3	$336K	Sell	6,151 -4,700	-43%	-$285K	0.01%	1234
2022 Q2	$594K	Sell	10,851 -7,695	-41%	-$463K	0.01%	891
2022 Q1	$1.17M	Buy	+18,546	New	+$1.34M	0.02%	667

Other funds holding XHB

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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

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

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

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

MASUI

MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 3.3% in Q2 2025, selling an estimated $13.1K and leaving 3,985 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #1033.

Atria Wealth Solutions first reported a position in XHB in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.86M in Q2 2023. 259 funds tracked by Wall St. Rank hold XHB as of Q2 2025.

Atria Wealth Solutions held 3,985 shares of State Street SPDR S&P Homebuilders ETF worth $393K as of Q2 2025.
Atria Wealth Solutions sold 138 State Street SPDR S&P Homebuilders ETF shares in Q2 2025, an estimated $13.1K.
State Street SPDR S&P Homebuilders ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1033 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street SPDR S&P Homebuilders ETF position peaked at $3.86M in Q2 2023.
259 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2025.

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