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

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	0.25%	101
2022 Q1	$12M	Buy	+313,372	New	+$12.2M	0.2%	115