Atria Wealth Solutions’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24,971	Closed	-$2.05M	–	1932
2025 Q1	$2.05M	Sell	24,971 -558	-2%	-$49.9K	0.02%	623
2024 Q4	$2.26M	Sell	25,529 -675	-3%	-$60.6K	0.02%	605
2024 Q3	$2.37M	Sell	26,204 -1,681	-6%	-$146K	0.03%	568
2024 Q2	$2.35M	Buy	27,885 +1,905	+7%	+$162K	0.03%	578
2024 Q1	$2.28M	Buy	25,980 +1,679	+7%	+$143K	0.03%	590
2023 Q4	$2.05M	Buy	24,301 +610	+3%	+$45.6K	0.03%	597
2023 Q3	$1.85M	Buy	23,691 +3,271	+16%	+$292K	0.03%	584
2023 Q2	$2.01M	Buy	20,420 +1,157	+6%	+$111K	0.03%	560
2023 Q1	$1.8M	Sell	19,263 -425	-2%	-$39.7K	0.03%	578
2022 Q4	$1.77M	Buy	19,688 +195	+1%	+$17.2K	0.03%	559
2022 Q3	$1.66M	Buy	19,493 +589	+3%	+$54.6K	0.03%	548
2022 Q2	$1.6M	Buy	18,904 +641	+4%	+$60.4K	0.03%	513
2022 Q1	$2.05M	Buy	+18,263	New	+$1.95M	0.03%	477

Other funds holding XHE

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

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

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

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMTHM

Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel $809M AUM 25.2% 1-Year Est. Return

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

Atria Wealth Solutions sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q2 2025, closing a stake of 24,971 shares — an estimated $2.05M sold.

Atria Wealth Solutions first reported a position in XHE in Q1 2022 and held it in 13 quarters. The position peaked at $2.37M in Q3 2024. 79 funds tracked by Wall St. Rank hold XHE as of Q2 2025.

Atria Wealth Solutions reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 24,971 State Street SPDR S&P Health Care Equipment ETF shares in Q2 2025, an estimated $2.05M.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q1 2022 and held it in 13 quarters.
Atria Wealth Solutions's State Street SPDR S&P Health Care Equipment ETF position peaked at $2.37M in Q3 2024.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q2 2025.

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