Atria Wealth Solutions’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.2M	Sell	151,292 -148,246	-49%	-$16.5M	0.43%	40
2025 Q1	$30.9M	Sell	299,538 -35,830	-11%	-$4.06M	0.37%	49
2024 Q4	$39M	Sell	335,368 -5,750	-2%	-$669K	0.43%	40
2024 Q3	$38.5M	Sell	341,118 -41,984	-11%	-$4.61M	0.42%	40
2024 Q2	$43.3M	Sell	383,102 -57,956	-13%	-$6.1M	0.48%	33
2024 Q1	$45.9M	Buy	441,058 +25,412	+6%	+$2.57M	0.52%	29
2023 Q4	$40M	Buy	415,646 +32,326	+8%	+$2.88M	0.5%	29
2023 Q3	$31.4M	Sell	383,320 -1,332	-0.3%	-$114K	0.44%	38
2023 Q2	$33.4M	Buy	384,652 +9,704	+3%	+$765K	0.46%	34
2023 Q1	$28.3M	Buy	374,948 +24,826	+7%	+$1.71M	0.42%	42
2022 Q4	$21.8M	Buy	350,122 +66,994	+24%	+$4.25M	0.35%	66
2022 Q3	$16.8M	Buy	283,128 +29,434	+12%	+$2.01M	0.29%	79
2022 Q2	$16.1M	Buy	253,694 +71,378	+39%	+$4.97M	0.3%	75
2022 Q1	$14.5M	Buy	+182,316	New	+$14.3M	0.24%	84

Other funds holding XLK

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 49% in Q2 2025, selling an estimated $16.5M and leaving 151,292 shares worth $19.2M. The position accounts for 0.43% of the portfolio, ranked #40.

Atria Wealth Solutions first reported a position in XLK in Q1 2022 and has held it in 14 quarters since. The position peaked at $45.9M in Q1 2024. 2,212 funds tracked by Wall St. Rank hold XLK as of Q2 2025.

Atria Wealth Solutions held 151,292 shares of State Street Technology Select Sector SPDR ETF worth $19.2M as of Q2 2025.
Atria Wealth Solutions sold 148,246 State Street Technology Select Sector SPDR ETF shares in Q2 2025, an estimated $16.5M.
State Street Technology Select Sector SPDR ETF made up 0.43% of Atria Wealth Solutions's portfolio in Q2 2025, its #40 holding.
Atria Wealth Solutions first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Technology Select Sector SPDR ETF position peaked at $45.9M in Q1 2024.
2,212 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2025.

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