Atria Wealth Solutions’s SPDR S&P Metals & Mining ETF XME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$950K Sell
13,797
-105
-0.8% -$7.23K 0.02% 656
2025
Q1
$778K Buy
13,902
+1,165
+9% +$65.2K 0.01% 974
2024
Q4
$723K Buy
12,737
+6,780
+114% +$385K 0.01% 1052
2024
Q3
$380K Sell
5,957
-752
-11% -$47.9K ﹤0.01% 1367
2024
Q2
$398K Sell
6,709
-246
-4% -$14.6K ﹤0.01% 1334
2024
Q1
$419K Sell
6,955
-150
-2% -$9.04K ﹤0.01% 1342
2023
Q4
$425K Sell
7,105
-118
-2% -$7.06K 0.01% 1287
2023
Q3
$379K Buy
7,223
+623
+9% +$32.7K 0.01% 1267
2023
Q2
$335K Buy
6,600
+469
+8% +$23.8K ﹤0.01% 1365
2023
Q1
$326K Sell
6,131
-10
-0.2% -$532 ﹤0.01% 1359
2022
Q4
$306K Buy
6,141
+14
+0.2% +$697 ﹤0.01% 1342
2022
Q3
$260K Hold
6,127
﹤0.01% 1381
2022
Q2
$266K Sell
6,127
-1,079
-15% -$46.8K 0.01% 1253
2022
Q1
$442K Buy
+7,206
New +$442K 0.01% 1131