Atria Investments’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$44.2M Buy
231,978
+34,050
+17% +$5.82M 0.44% 38
2026
Q1
$26.3M Buy
197,928
+40,234
+26% +$5.67M 0.29% 58
2025
Q4
$22.7M Sell
157,694
-30,148
-16% -$4.35M 0.26% 59
2025
Q3
$26.5M Sell
187,842
-20,518
-10% -$2.72M 0.3% 52
2025
Q2
$26.4M Buy
208,360
+49,702
+31% +$5.52M 0.31% 49
2025
Q1
$16.4M Sell
158,658
-49,034
-24% -$5.56M 0.21% 97
2024
Q4
$24.1M Buy
207,692
+46,210
+29% +$5.38M 0.3% 56
2024
Q3
$18.2M Sell
161,482
-8,686
-5% -$953K 0.23% 84
2024
Q2
$19.2M Buy
170,168
+664
+0.4% +$69.9K 0.25% 73
2024
Q1
$17.7M Sell
169,504
-2,074
-1% -$210K 0.24% 84
2023
Q4
$16.5M Sell
171,578
-8,154
-5% -$726K 0.26% 82
2023
Q3
$14.7M Buy
179,732
+3,544
+2% +$304K 0.26% 75
2023
Q2
$15.3M Sell
176,188
-33,126
-16% -$2.61M 0.28% 72
2023
Q1
$15.8M Buy
209,314
+4,272
+2% +$294K 0.3% 74
2022
Q4
$12.8M Sell
205,042
-50,098
-20% -$3.18M 0.26% 87
2022
Q3
$15.2M Buy
255,140
+8,520
+3% +$581K 0.33% 62
2022
Q2
$15.7M Buy
246,620
+2,066
+0.8% +$144K 0.33% 58
2022
Q1
$19.4M Buy
244,554
+38,574
+19% +$3.03M 0.34% 58
2021
Q4
$17.9M Sell
205,980
-256,670
-55% -$21.1M 0.32% 65
2021
Q3
$34.5M Buy
462,650
+62,494
+16% +$4.82M 0.62% 23
2021
Q2
$29.5M Buy
400,156
+25,536
+7% +$1.79M 0.57% 26
2021
Q1
$24.9M Sell
374,620
-19,802
-5% -$1.31M 0.55% 31
2020
Q4
$25.6M Buy
394,422
+113,688
+40% +$6.92M 0.62% 25
2020
Q3
$16.4M Sell
280,734
-68,652
-20% -$3.88M 0.5% 38
2020
Q2
$18.3M Buy
349,386
+121,956
+54% +$5.74M 0.63% 29
2020
Q1
$9.14M Sell
227,430
-47,598
-17% -$2.17M 0.7% 31
2019
Q4
$12.6M Sell
275,028
-27,212
-9% -$1.16M 0.34% 59
2019
Q3
$12.2M Buy
302,240
+32,006
+12% +$1.28M 0.43% 41
2019
Q2
$10.6M Buy
270,234
+153,708
+132% +$5.86M 0.39% 51
2019
Q1
$4.31M Buy
116,526
+105,972
+1,004% +$3.63M 0.18% 108
2018
Q4
$327K Sell
10,554
-10,576
-50% -$358K 0.01% 630
2018
Q3
$796K Sell
21,130
-17,974
-46% -$659K 0.03% 456
2018
Q2
$1.36M Sell
39,104
-22,418
-36% -$769K 0.06% 313
2018
Q1
$2.01M Sell
61,522
-450
-0.7% -$15.1K 0.1% 222
2017
Q4
$1.98M Sell
61,972
-4,934
-7% -$155K 0.1% 219
2017
Q3
$1.98M Buy
66,906
+28,906
+76% +$833K 0.11% 190
2017
Q2
$1.04M Buy
38,000
+23,606
+164% +$650K 0.06% 289
2017
Q1
$384K Buy
14,394
+374
+3% +$9.64K 0.03% 454
2016
Q4
$339K Sell
14,020
-8,268
-37% -$197K 0.03% 430
2016
Q3
$532K Buy
22,288
+8,808
+65% +$205K 0.05% 300
2016
Q2
$295K Sell
13,480
-2,532
-16% -$54.9K 0.03% 362
2016
Q1
$355K Sell
16,012
-67,684
-81% -$1.4M 0.04% 329
2015
Q4
$1.68M Buy
83,696
+2,228
+3% +$48K 0.18% 84
2015
Q3
$1.61M Buy
81,468
+21,974
+37% +$453K 0.22% 67
2015
Q2
$1.23M Buy
59,494
+8,162
+16% +$174K 0.14% 103
2015
Q1
$1.06M Sell
51,332
-2,532
-5% -$52.8K 0.12% 135
2014
Q4
$1.11M Buy
53,864
+8,484
+19% +$172K 0.12% 142
2014
Q3
$905K Buy
45,380
+5,042
+12% +$99.8K 0.09% 188
2014
Q2
$773K Sell
40,338
-10,864
-21% -$201K 0.08% 213
2014
Q1
$931K Buy
+51,202
New +$914K 0.09% 183
2013
Q4
Sell
-19,712
Closed -$316K 475
2013
Q3
$316K Sell
19,712
-19,790
-50% -$316K 0.03% 353
2013
Q2
$604K Buy
+39,502
New +$611K 0.07% 157

Other funds holding XLK

Atria Investments's XLK Position: Q2 2026 in Review

Atria Investments increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 17% in Q2 2026, buying an estimated $5.82M and bringing the position to 231,978 shares worth $44.2M. The position accounts for 0.44% of the portfolio, ranked #38.

Atria Investments first reported a position in XLK in Q2 2013 and has held it in 52 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Atria Investments held 231,978 shares of State Street Technology Select Sector SPDR ETF worth $44.2M as of Q2 2026.
  • Atria Investments bought 34,050 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $5.82M.
  • State Street Technology Select Sector SPDR ETF made up 0.44% of Atria Investments's portfolio in Q2 2026, its #38 holding.
  • Atria Investments first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.