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Atria Investments’s State Street US Sector Rotation ETF XLSR Stock Holding History

Atria Investments’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$478K Buy
8,280
+391
+5% +$23.8K 0.01% 1472
2025
Q4 		$492K Sell
7,889
-160
-2% -$9.82K 0.01% 1461
2025
Q3 		$480K Buy
8,049
+273
+4% +$15.6K 0.01% 1434
2025
Q2 		$427K Sell
7,776
-1,757
-18% -$89.7K 0.01% 1512
2025
Q1 		$484K Buy
9,533
+2,988
+46% +$160K 0.01% 1377
2024
Q4 		$350K Sell
6,545
-3,452
-35% -$185K ﹤0.01% 1510
2024
Q3 		$518K Buy
9,997
+1,437
+17% +$72.6K 0.01% 1298
2024
Q2 		$436K Buy
+8,560
New +$422K 0.01% 1375

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $338M AUM 10.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $265M AUM 13.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return