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 0.19% 115
2022
Q1
$6.57M Buy
+86,548
New +$6.52M 0.11% 201

Other funds holding XLP

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

Atria Wealth Solutions reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 24% in Q2 2025, selling an estimated $2.24M and leaving 86,029 shares worth $6.97M. The position accounts for 0.16% of the portfolio, ranked #144.

Atria Wealth Solutions first reported a position in XLP in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.2M in Q4 2022. 1,198 funds tracked by Wall St. Rank hold XLP as of Q2 2025.

  • Atria Wealth Solutions held 86,029 shares of State Street Consumer Staples Select Sector SPDR ETF worth $6.97M as of Q2 2025.
  • Atria Wealth Solutions sold 27,637 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2025, an estimated $2.24M.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.16% of Atria Wealth Solutions's portfolio in Q2 2025, its #144 holding.
  • Atria Wealth Solutions first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.2M in Q4 2022.
  • 1,198 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2025.

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