Atria Wealth Solutions’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.97M	Sell	86,029 -27,637	-24%	-$2.24M	0.16%	144
2025 Q1	$9.28M	Sell	113,666 -18,090	-14%	-$1.44M	0.11%	195
2024 Q4	$10.4M	Buy	131,756 +1,853	+1%	+$150K	0.11%	188
2024 Q3	$10.8M	Buy	129,903 +18,571	+17%	+$1.49M	0.12%	186
2024 Q2	$8.53M	Buy	111,332 +1,637	+1%	+$125K	0.09%	222
2024 Q1	$8.38M	Sell	109,695 -19,008	-15%	-$1.41M	0.09%	228
2023 Q4	$9.27M	Sell	128,703 -10,151	-7%	-$703K	0.12%	176
2023 Q3	$9.55M	Sell	138,854 -8,372	-6%	-$613K	0.13%	167
2023 Q2	$10.9M	Buy	147,226 +2,584	+2%	+$194K	0.15%	144
2023 Q1	$10.8M	Sell	144,642 -6,017	-4%	-$440K	0.16%	136
2022 Q4	$11.2M	Buy	150,659 +6,520	+5%	+$475K	0.18%	130
2022 Q3	$9.62M	Buy	144,139 +327	+0.2%	+$24K	0.17%	133
2022 Q2	$10.4M	Buy	143,812 +57,264	+66%	+$4.3M	0.21%	115
2022 Q1	$6.57M	Buy	+86,548	New	+$6.52M	0.11%	201