Atria Wealth Solutions’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Sell |
45,181
-1,926
| -4% | -$285K | 0.15% | 152 |
|
|
2025
Q1 | $6.17M | Buy |
47,107
+12,570
| +36% | +$1.65M | 0.07% | 277 |
|
|
2024
Q4 | $4.55M | Sell |
34,537
-4,488
| -12% | -$591K | 0.05% | 379 |
|
|
2024
Q3 | $5.29M | Sell |
39,025
-10,883
| -22% | -$1.47M | 0.06% | 328 |
|
|
2024
Q2 | $6.08M | Buy |
49,908
+6,619
| +15% | +$807K | 0.07% | 295 |
|
|
2024
Q1 | $5.45M | Buy |
43,289
+6,735
| +18% | +$848K | 0.06% | 311 |
|
|
2023
Q4 | $4.17M | Sell |
36,554
-4,054
| -10% | -$462K | 0.05% | 361 |
|
|
2023
Q3 | $4.12M | Sell |
40,608
-721
| -2% | -$73.1K | 0.06% | 341 |
|
|
2023
Q2 | $4.44M | Sell |
41,329
-115
| -0.3% | -$12.3K | 0.06% | 318 |
|
|
2023
Q1 | $4.19M | Sell |
41,444
-2,884
| -7% | -$292K | 0.06% | 308 |
|
|
2022
Q4 | $4.35M | Buy |
44,328
+5,089
| +13% | +$500K | 0.07% | 276 |
|
|
2022
Q3 | $3.25M | Sell |
39,239
-1,136
| -3% | -$94.1K | 0.06% | 328 |
|
|
2022
Q2 | $3.53M | Sell |
40,375
-1,425
| -3% | -$124K | 0.07% | 293 |
|
|
2022
Q1 | $4.31M | Buy |
+41,800
| New | +$4.31M | 0.07% | 283 |
|