Atria Wealth Solutions’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.54M	Sell	143,773 -430,631	-75%	-$21.3M	0.17%	137
2025 Q1	$28.6M	Buy	574,404 +85,421	+17%	+$4.28M	0.34%	54
2024 Q4	$23.6M	Buy	488,983 +25,633	+6%	+$1.24M	0.26%	81
2024 Q3	$21M	Buy	463,350 +48,419	+12%	+$2.11M	0.23%	95
2024 Q2	$17.1M	Sell	414,931 -126,744	-23%	-$5.22M	0.19%	110
2024 Q1	$22.8M	Buy	541,675 +258,033	+91%	+$10.2M	0.26%	81
2023 Q4	$10.7M	Buy	283,642 +3,714	+1%	+$129K	0.13%	161
2023 Q3	$9.29M	Sell	279,928 -28,291	-9%	-$975K	0.13%	170
2023 Q2	$10.4M	Sell	308,219 -8,877	-3%	-$290K	0.14%	149
2023 Q1	$10.2M	Sell	317,096 -25,562	-7%	-$888K	0.15%	145
2022 Q4	$11.7M	Buy	342,658 +8,076	+2%	+$273K	0.19%	124
2022 Q3	$10.2M	Sell	334,582 -57,900	-15%	-$1.91M	0.18%	124
2022 Q2	$12.3M	Buy	392,482 +79,110	+25%	+$2.73M	0.23%	101
2022 Q1	$12M	Buy	+313,372	New	+$12.2M	0.2%	115

Other funds holding XLF

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

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

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

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Atria Wealth Solutions reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 75% in Q2 2025, selling an estimated $21.3M and leaving 143,773 shares worth $7.54M. The position accounts for 0.17% of the portfolio, ranked #137.

Atria Wealth Solutions first reported a position in XLF in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.6M in Q1 2025. 1,807 funds tracked by Wall St. Rank hold XLF as of Q2 2025.

Atria Wealth Solutions held 143,773 shares of State Street Financial Select Sector SPDR ETF worth $7.54M as of Q2 2025.
Atria Wealth Solutions sold 430,631 State Street Financial Select Sector SPDR ETF shares in Q2 2025, an estimated $21.3M.
State Street Financial Select Sector SPDR ETF made up 0.17% of Atria Wealth Solutions's portfolio in Q2 2025, its #137 holding.
Atria Wealth Solutions first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Financial Select Sector SPDR ETF position peaked at $28.6M in Q1 2025.
1,807 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2025.

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