Atria Investments, Inc

Position in XLB — State Street Materials Select Sector SPDR ETF

CIK 1535865 Charlotte, NC

Position in XLB

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$778,582

-$157,442 QoQ

Shares Held

15,581

-24.5% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$778,582	15,581	-24.5%	Shares	Sole	2026-05-05
2025-12-31	$936,024	20,640	+90.3%	Shares	Sole	2026-02-05
2025-09-30	$972,108	10,847	-7.5%	Shares	Sole	2025-11-06
2025-06-30	$1,029,835	11,728	-20.8%	Shares	Sole	2025-08-04
2025-03-31	$1,273,535	14,812	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$1,223,984	14,547	+136.4%	Shares	Sole	2025-02-06
2024-09-30	$593,026	6,153	-9.2%	Shares	Sole	2024-11-01
2024-06-30	$598,211	6,774	-45.6%	Shares	Sole	2024-08-13
2024-03-31	$1,156,016	12,445	-1.0%	Shares	Sole	2024-05-21
2023-12-31	$1,075,494	12,573	-40.1%	Shares	Sole	2024-02-14
2023-03-31	$1,693,376	20,994	+24.8%	Shares	Sole	2023-05-10
2022-09-30	$1,143,996	16,821	-28.9%	Shares	Sole	2022-11-01
2022-06-30	$1,741,302	23,659	-4.8%	Shares	Sole	2022-08-11
2022-03-31	$2,191,585	24,862	-17.0%	Shares	Sole	2022-05-02
2021-12-31	$2,712,591	29,937	+12.7%	Shares	Sole	2022-02-04
2021-09-30	$2,101,003	26,558	-59.8%	Shares	Sole	2021-11-16
2021-06-30	$5,443,571	66,135	+29.7%	Shares	Sole	2021-08-10
2021-03-31	$4,018,563	50,997	-23.3%	Shares	Sole	2021-05-11
2020-12-31	$4,813,645	66,496	+310.2%	Shares	Sole	2021-02-12
2020-09-30	$1,031,604	16,210	-49.2%	Shares	Sole	2020-11-05
2020-06-30	$1,796,888	31,888	+59.0%	Shares	Sole	2020-09-22
2020-03-31	$903,367	20,057	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.