Atria Wealth Solutions’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Atria Wealth Solutions’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.44M	Sell	80,426 -127,174	-61%	-$5.3M	0.08%	282
2025 Q1	$9.7M	Sell	207,600 -83,312	-29%	-$3.76M	0.12%	186
2024 Q4	$12.5M	Sell	290,912 -34,840	-11%	-$1.58M	0.14%	158
2024 Q3	$14.3M	Sell	325,752 -28,632	-8%	-$1.28M	0.16%	135
2024 Q2	$16.2M	Sell	354,384 -8,234	-2%	-$384K	0.18%	119
2024 Q1	$17.1M	Sell	362,618 -18,376	-5%	-$789K	0.19%	111
2023 Q4	$16M	Sell	380,994 -14,778	-4%	-$632K	0.2%	108
2023 Q3	$17.9M	Buy	395,772 +16,414	+4%	+$718K	0.25%	89
2023 Q2	$15.4M	Buy	379,358 +48,256	+15%	+$1.97M	0.21%	106
2023 Q1	$13.7M	Sell	331,102 -120,410	-27%	-$5.15M	0.2%	108
2022 Q4	$19.7M	Sell	451,512 -90,486	-17%	-$3.94M	0.32%	71
2022 Q3	$19.5M	Sell	541,998 -44,692	-8%	-$1.69M	0.34%	60
2022 Q2	$21M	Buy	586,690 +38,006	+7%	+$1.52M	0.39%	56
2022 Q1	$21M	Buy	+548,684	New	+$19M	0.35%	53

Other funds holding XLE

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

Atria Wealth Solutions reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 61% in Q2 2025, selling an estimated $5.3M and leaving 80,426 shares worth $3.44M. The position accounts for 0.08% of the portfolio, ranked #282.

Atria Wealth Solutions first reported a position in XLE in Q1 2022 and has held it in 14 quarters since. The position peaked at $21M in Q2 2022. 1,751 funds tracked by Wall St. Rank hold XLE as of Q2 2025.

Atria Wealth Solutions held 80,426 shares of State Street Energy Select Sector SPDR ETF worth $3.44M as of Q2 2025.
Atria Wealth Solutions sold 127,174 State Street Energy Select Sector SPDR ETF shares in Q2 2025, an estimated $5.3M.
State Street Energy Select Sector SPDR ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #282 holding.
Atria Wealth Solutions first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Energy Select Sector SPDR ETF position peaked at $21M in Q2 2022.
1,751 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2025.

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