Atria Wealth Solutions’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.68M	Sell	45,181 -1,926	-4%	-$263K	0.15%	152
2025 Q1	$6.17M	Buy	47,107 +12,570	+36%	+$1.7M	0.07%	277
2024 Q4	$4.55M	Sell	34,537 -4,488	-12%	-$619K	0.05%	381
2024 Q3	$5.29M	Sell	39,025 -10,883	-22%	-$1.38M	0.06%	330
2024 Q2	$6.08M	Buy	49,908 +6,619	+15%	+$816K	0.07%	296
2024 Q1	$5.45M	Buy	43,289 +6,735	+18%	+$793K	0.06%	313
2023 Q4	$4.17M	Sell	36,554 -4,054	-10%	-$425K	0.05%	362
2023 Q3	$4.12M	Sell	40,608 -721	-2%	-$77.2K	0.06%	341
2023 Q2	$4.44M	Sell	41,329 -115	-0.3%	-$11.6K	0.06%	318
2023 Q1	$4.19M	Sell	41,444 -2,884	-7%	-$290K	0.06%	308
2022 Q4	$4.35M	Buy	44,328 +5,089	+13%	+$485K	0.07%	276
2022 Q3	$3.25M	Sell	39,239 -1,136	-3%	-$105K	0.06%	328
2022 Q2	$3.53M	Sell	40,375 -1,425	-3%	-$134K	0.07%	307
2022 Q1	$4.31M	Buy	+41,800	New	+$4.25M	0.07%	283