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

Atria Wealth Solutions’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
2025 Q2	$3.58M	Sell	33,003 -14,838	-31%	-$1.46M	0.08%	270
2025 Q1	$4.61M	Buy	47,841 +10,541	+28%	+$1.05M	0.06%	360
2024 Q4	$3.61M	Buy	37,300 +11,558	+45%	+$1.1M	0.04%	447
2024 Q3	$2.33M	Sell	25,742 -8,200	-24%	-$707K	0.03%	578
2024 Q2	$2.91M	Buy	33,942 +4,867	+17%	+$401K	0.03%	502
2024 Q1	$2.37M	Buy	29,075 +3,871	+15%	+$301K	0.03%	579
2023 Q4	$1.83M	Buy	25,204 +8,178	+48%	+$563K	0.02%	631
2023 Q3	$1.12M	Buy	17,026 +978	+6%	+$65.2K	0.02%	761
2023 Q2	$1.04M	Sell	16,048 -945	-6%	-$57.6K	0.01%	817
2023 Q1	$985K	Buy	16,993 +967	+6%	+$52.5K	0.01%	804
2022 Q4	$769K	Buy	16,026 +1,597	+11%	+$78.2K	0.01%	880
2022 Q3	$691K	Sell	14,429 -2,686	-16%	-$148K	0.01%	864
2022 Q2	$929K	Buy	17,115 +10,580	+162%	+$637K	0.02%	728
2022 Q1	$449K	Buy	+6,535	New	+$460K	0.01%	1126

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Atria Wealth Solutions's XLC Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 31% in Q2 2025, selling an estimated $1.46M and leaving 33,003 shares worth $3.58M. The position accounts for 0.08% of the portfolio, ranked #270.

Atria Wealth Solutions first reported a position in XLC in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.61M in Q1 2025. 1,113 funds tracked by Wall St. Rank hold XLC as of Q2 2025.

Atria Wealth Solutions held 33,003 shares of State Street Communication Services Select Sector SPDR ETF worth $3.58M as of Q2 2025.
Atria Wealth Solutions sold 14,838 State Street Communication Services Select Sector SPDR ETF shares in Q2 2025, an estimated $1.46M.
State Street Communication Services Select Sector SPDR ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #270 holding.
Atria Wealth Solutions first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Communication Services Select Sector SPDR ETF position peaked at $4.61M in Q1 2025.
1,113 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.