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

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

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

Other funds holding XLI

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 4.1% in Q2 2025, selling an estimated $263K and leaving 45,181 shares worth $6.68M. The position accounts for 0.15% of the portfolio, ranked #152.

Atria Wealth Solutions first reported a position in XLI in Q1 2022 and has held it in 14 quarters since. 1,388 funds tracked by Wall St. Rank hold XLI as of Q2 2025.

Atria Wealth Solutions held 45,181 shares of State Street Industrial Select Sector SPDR ETF worth $6.68M as of Q2 2025.
Atria Wealth Solutions sold 1,926 State Street Industrial Select Sector SPDR ETF shares in Q2 2025, an estimated $263K.
State Street Industrial Select Sector SPDR ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #152 holding.
Atria Wealth Solutions first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
1,388 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2025.

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