Atria Wealth Solutions’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.54M | Sell |
143,773
-430,631
| -75% | -$22.6M | 0.17% | 137 |
|
|
2025
Q1 | $28.6M | Buy |
574,404
+85,421
| +17% | +$4.25M | 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% | +$2.19M | 0.23% | 95 |
|
|
2024
Q2 | $17.1M | Sell |
414,931
-126,744
| -23% | -$5.21M | 0.19% | 109 |
|
|
2024
Q1 | $22.8M | Buy |
541,675
+258,033
| +91% | +$10.9M | 0.26% | 81 |
|
|
2023
Q4 | $10.7M | Buy |
283,642
+3,714
| +1% | +$140K | 0.13% | 160 |
|
|
2023
Q3 | $9.29M | Sell |
279,928
-28,291
| -9% | -$938K | 0.13% | 170 |
|
|
2023
Q2 | $10.4M | Sell |
308,219
-8,877
| -3% | -$299K | 0.14% | 149 |
|
|
2023
Q1 | $10.2M | Sell |
317,096
-25,562
| -7% | -$822K | 0.15% | 145 |
|
|
2022
Q4 | $11.7M | Buy |
342,658
+8,076
| +2% | +$276K | 0.19% | 124 |
|
|
2022
Q3 | $10.2M | Sell |
334,582
-57,900
| -15% | -$1.76M | 0.18% | 124 |
|
|
2022
Q2 | $12.3M | Buy |
392,482
+79,110
| +25% | +$2.49M | 0.23% | 94 |
|
|
2022
Q1 | $12M | Buy |
+313,372
| New | +$12M | 0.2% | 115 |
|