Atria Wealth Solutions’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$605K	Sell	13,750 -8,096	-37%	-$343K	0.01%	830
2025 Q1	$939K	Buy	21,846 +8,494	+64%	+$371K	0.01%	915
2024 Q4	$562K	Sell	13,352 -24,110	-64%	-$1.12M	0.01%	1213
2024 Q3	$1.81M	Buy	37,462 +16,394	+78%	+$748K	0.02%	679
2024 Q2	$930K	Sell	21,068 -8,146	-28%	-$368K	0.01%	925
2024 Q1	$1.36M	Sell	29,214 -3,150	-10%	-$135K	0.02%	777
2023 Q4	$1.38M	Buy	32,364 +4,946	+18%	+$198K	0.02%	742
2023 Q3	$1.08M	Sell	27,418 -6,716	-20%	-$276K	0.02%	776
2023 Q2	$1.41M	Sell	34,134 -5,000	-13%	-$199K	0.02%	704
2023 Q1	$1.58M	Sell	39,134 -10,590	-21%	-$429K	0.02%	626
2022 Q4	$1.93M	Buy	49,724 +14,006	+39%	+$538K	0.03%	529
2022 Q3	$1.21M	Sell	35,718 -5,152	-13%	-$194K	0.02%	652
2022 Q2	$1.5M	Buy	40,870 +6,116	+18%	+$256K	0.03%	543
2022 Q1	$1.53M	Buy	+34,754	New	+$1.48M	0.03%	567

Other funds holding XLB

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

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

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 37% in Q2 2025, selling an estimated $343K and leaving 13,750 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #830.

Atria Wealth Solutions first reported a position in XLB in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.93M in Q4 2022. 771 funds tracked by Wall St. Rank hold XLB as of Q2 2025.

Atria Wealth Solutions held 13,750 shares of State Street Materials Select Sector SPDR ETF worth $605K as of Q2 2025.
Atria Wealth Solutions sold 8,096 State Street Materials Select Sector SPDR ETF shares in Q2 2025, an estimated $343K.
State Street Materials Select Sector SPDR ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #830 holding.
Atria Wealth Solutions first reported a position in State Street Materials Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Materials Select Sector SPDR ETF position peaked at $1.93M in Q4 2022.
771 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2025.

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