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

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