Atria Investments’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Atria Investments’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.15M	Sell	82,556 -5,410	-6%	-$626K	0.1%	214
2025 Q4	$10.4M	Sell	87,966 -5,265	-6%	-$606K	0.12%	183
2025 Q3	$11M	Sell	93,231 -7,228	-7%	-$803K	0.13%	170
2025 Q2	$10.9M	Buy	100,459 +23,705	+31%	+$2.33M	0.13%	173
2025 Q1	$7.4M	Buy	76,754 +2,261	+3%	+$226K	0.09%	245
2024 Q4	$7.21M	Buy	74,493 +4,482	+6%	+$427K	0.09%	254
2024 Q3	$6.33M	Sell	70,011 -26,403	-27%	-$2.28M	0.08%	290
2024 Q2	$8.26M	Buy	96,414 +2,114	+2%	+$174K	0.11%	209
2024 Q1	$7.7M	Buy	94,300 +594	+0.6%	+$46.3K	0.11%	230
2023 Q4	$6.81M	Buy	93,706 +3,924	+4%	+$270K	0.11%	226
2023 Q3	$5.89M	Buy	89,782 +4,183	+5%	+$279K	0.1%	241
2023 Q2	$5.57M	Sell	85,599 -9,709	-10%	-$591K	0.1%	235
2023 Q1	$5.53M	Sell	95,308 -6,066	-6%	-$329K	0.1%	233
2022 Q4	$4.86M	Sell	101,374 -16,333	-14%	-$800K	0.1%	262
2022 Q3	$5.64M	Sell	117,707 -14,718	-11%	-$810K	0.12%	205
2022 Q2	$7.19M	Buy	132,425 +29,045	+28%	+$1.75M	0.15%	164
2022 Q1	$7.11M	Sell	103,380 -135	-0.1%	-$9.51K	0.12%	192
2021 Q4	$8.04M	Sell	103,515 -69,533	-40%	-$5.5M	0.14%	175
2021 Q3	$13.9M	Buy	173,048 +15,320	+10%	+$1.27M	0.25%	87
2021 Q2	$12.8M	Buy	157,728 +10,220	+7%	+$796K	0.25%	91
2021 Q1	$10.8M	Sell	147,508 -3,758	-2%	-$267K	0.24%	96
2020 Q4	$10.2M	Buy	151,266 +43,376	+40%	+$2.76M	0.25%	96
2020 Q3	$6.41M	Sell	107,890 -14,359	-12%	-$850K	0.19%	121
2020 Q2	$6.61M	Buy	122,249 +25,854	+27%	+$1.33M	0.23%	109
2020 Q1	$4.26M	Sell	96,395 -29,916	-24%	-$1.55M	0.33%	75
2019 Q4	$6.77M	Sell	126,311 -15,190	-11%	-$782K	0.18%	110
2019 Q3	$7.01M	Sell	141,501 -11,969	-8%	-$599K	0.25%	86
2019 Q2	$7.48M	Buy	+153,470	New	+$7.46M	0.28%	78

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atria Investments's XLC Position: Q1 2026 in Review

Atria Investments reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 6.2% in Q1 2026, selling an estimated $626K and leaving 82,556 shares worth $9.15M. The position accounts for 0.1% of the portfolio, ranked #214.

Atria Investments first reported a position in XLC in Q2 2019 and has held it in 28 quarters since. The position peaked at $13.9M in Q3 2021. 1,180 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Atria Investments held 82,556 shares of State Street Communication Services Select Sector SPDR ETF worth $9.15M as of Q1 2026.
Atria Investments sold 5,410 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $626K.
State Street Communication Services Select Sector SPDR ETF made up 0.1% of Atria Investments's portfolio in Q1 2026, its #214 holding.
Atria Investments first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2019 and has held it in 28 quarters since.
Atria Investments's State Street Communication Services Select Sector SPDR ETF position peaked at $13.9M in Q3 2021.
1,180 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.