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
2023 Q1	–	Sell	-9,000	Closed	-$543K	–	1961
2022 Q4	$543K	Hold	9,000	–	–	0.01%	1037
2022 Q3	$492K	Buy	+9,000	New	+$546K	0.01%	1024

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.