Atria Wealth Solutions’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$1.48M | 0.11% | 195 |
|
|
2024
Q4 | $10.4M | Buy |
131,756
+1,853
| +1% | +$146K | 0.11% | 188 |
|
|
2024
Q3 | $10.8M | Buy |
129,903
+18,571
| +17% | +$1.54M | 0.12% | 186 |
|
|
2024
Q2 | $8.53M | Buy |
111,332
+1,637
| +1% | +$125K | 0.09% | 221 |
|
|
2024
Q1 | $8.38M | Sell |
109,695
-19,008
| -15% | -$1.45M | 0.09% | 227 |
|
|
2023
Q4 | $9.27M | Sell |
128,703
-10,151
| -7% | -$731K | 0.12% | 175 |
|
|
2023
Q3 | $9.55M | Sell |
138,854
-8,372
| -6% | -$576K | 0.13% | 167 |
|
|
2023
Q2 | $10.9M | Buy |
147,226
+2,584
| +2% | +$192K | 0.15% | 144 |
|
|
2023
Q1 | $10.8M | Sell |
144,642
-6,017
| -4% | -$450K | 0.16% | 136 |
|
|
2022
Q4 | $11.2M | Buy |
150,659
+6,520
| +5% | +$486K | 0.18% | 130 |
|
|
2022
Q3 | $9.62M | Buy |
144,139
+327
| +0.2% | +$21.8K | 0.17% | 133 |
|
|
2022
Q2 | $10.4M | Buy |
143,812
+57,264
| +66% | +$4.13M | 0.19% | 107 |
|
|
2022
Q1 | $6.57M | Buy |
+86,548
| New | +$6.57M | 0.11% | 201 |
|