Atria Investments’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.16M Sell
62,986
-22,792
-27% -$1.92M 0.06% 367
2025
Q4
$6.66M Buy
85,778
+699
+0.8% +$54.6K 0.08% 291
2025
Q3
$6.67M Sell
85,079
-12,669
-13% -$1.02M 0.08% 294
2025
Q2
$7.91M Buy
97,748
+4,898
+5% +$397K 0.09% 247
2025
Q1
$7.58M Buy
92,850
+27,184
+41% +$2.17M 0.1% 242
2024
Q4
$5.16M Sell
65,666
-27,808
-30% -$2.26M 0.06% 336
2024
Q3
$7.76M Buy
93,474
+3,095
+3% +$248K 0.1% 239
2024
Q2
$6.92M Sell
90,379
-3,970
-4% -$303K 0.09% 253
2024
Q1
$7.2M Sell
94,349
-18,875
-17% -$1.4M 0.1% 245
2023
Q4
$8.16M Buy
113,224
+12,858
+13% +$891K 0.13% 195
2023
Q3
$6.91M Buy
100,366
+210
+0.2% +$15.4K 0.12% 201
2023
Q2
$7.43M Sell
100,156
-1,135
-1% -$85.2K 0.13% 176
2023
Q1
$7.57M Sell
101,291
-4,953
-5% -$362K 0.14% 173
2022
Q4
$7.92M Buy
106,244
+10,711
+11% +$780K 0.16% 157
2022
Q3
$6.38M Buy
95,533
+37,790
+65% +$2.77M 0.14% 177
2022
Q2
$4.17M Sell
57,743
-14,018
-20% -$1.05M 0.09% 279
2022
Q1
$5.45M Buy
71,761
+12,378
+21% +$933K 0.1% 255
2021
Q4
$4.58M Sell
59,383
-53,665
-47% -$3.89M 0.08% 306
2021
Q3
$7.78M Buy
113,048
+6,100
+6% +$435K 0.14% 159
2021
Q2
$7.48M Buy
106,948
+13,028
+14% +$912K 0.14% 162
2021
Q1
$6.42M Sell
93,920
-40,624
-30% -$2.67M 0.14% 167
2020
Q4
$9.07M Buy
134,544
+44,878
+50% +$2.97M 0.22% 111
2020
Q3
$5.75M Sell
89,666
-6,220
-6% -$393K 0.17% 135
2020
Q2
$5.62M Sell
95,886
-50,505
-35% -$2.95M 0.19% 132
2020
Q1
$7.97M Buy
146,391
+46,551
+47% +$2.83M 0.61% 39
2019
Q4
$6.29M Sell
99,840
-18,530
-16% -$1.14M 0.17% 125
2019
Q3
$7.27M Sell
118,370
-2,408
-2% -$145K 0.26% 84
2019
Q2
$7.17M Buy
120,778
+7,438
+7% +$426K 0.27% 81
2019
Q1
$6.36M Buy
113,340
+45,639
+67% +$2.44M 0.27% 80
2018
Q4
$3.44M Buy
67,701
+60,695
+866% +$3.29M 0.15% 101
2018
Q3
$378K Sell
7,006
-12,016
-63% -$645K 0.01% 688
2018
Q2
$980K Sell
19,022
-5,126
-21% -$260K 0.04% 380
2018
Q1
$1.27M Sell
24,148
-3,440
-12% -$190K 0.06% 296
2017
Q4
$1.57M Buy
27,588
+3,319
+14% +$182K 0.08% 252
2017
Q3
$1.31M Sell
24,269
-3,007
-11% -$165K 0.07% 255
2017
Q2
$1.5M Buy
27,276
+14,312
+110% +$796K 0.09% 226
2017
Q1
$708K Buy
12,964
+4,067
+46% +$219K 0.05% 321
2016
Q4
$460K Buy
+8,897
New +$461K 0.04% 361
2016
Q3
Sell
-7,137
Closed -$394K 579
2016
Q2
$394K Sell
7,137
-3,061
-30% -$163K 0.04% 317
2016
Q1
$541K Sell
10,198
-25,226
-71% -$1.28M 0.06% 231
2015
Q4
$1.74M Buy
35,424
+382
+1% +$19K 0.19% 82
2015
Q3
$1.65M Buy
35,042
+7,202
+26% +$350K 0.23% 65
2015
Q2
$1.32M Sell
27,840
-2,341
-8% -$114K 0.16% 94
2015
Q1
$1.47M Sell
30,181
-276,820
-90% -$13.6M 0.17% 90
2014
Q4
$14.9M Buy
307,001
+59,361
+24% +$2.81M 1.58% 12
2014
Q3
$11.2M Buy
247,640
+1,973
+0.8% +$88.5K 1.14% 17
2014
Q2
$11M Buy
245,667
+221,902
+934% +$9.82M 1.09% 21
2014
Q1
$1.02M Sell
23,765
-224,521
-90% -$9.43M 0.1% 166
2013
Q4
$10.7M Buy
248,286
+225,264
+978% +$9.5M 1.06% 21
2013
Q3
$916K Sell
23,022
-290,981
-93% -$11.9M 0.1% 174
2013
Q2
$12.5M Buy
+314,003
New +$12.8M 1.52% 12

Other funds holding XLP

Atria Investments's XLP Position: Q1 2026 in Review

Atria Investments reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 27% in Q1 2026, selling an estimated $1.92M and leaving 62,986 shares worth $5.16M. The position accounts for 0.06% of the portfolio, ranked #367.

Atria Investments first reported a position in XLP in Q2 2013 and has held it in 51 quarters since. The position peaked at $14.9M in Q4 2014. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Atria Investments held 62,986 shares of State Street Consumer Staples Select Sector SPDR ETF worth $5.16M as of Q1 2026.
  • Atria Investments sold 22,792 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $1.92M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.06% of Atria Investments's portfolio in Q1 2026, its #367 holding.
  • Atria Investments first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 51 quarters since.
  • Atria Investments's State Street Consumer Staples Select Sector SPDR ETF position peaked at $14.9M in Q4 2014.
  • 1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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