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Atria Wealth Solutions’s State Street US Sector Rotation ETF XLSR Stock Holding History

Atria Wealth Solutions’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-23,915
Closed -$1.21M – 1933
2025
Q1 		$1.21M Sell
23,915
-2,449
-9% -$131K 0.01% 805
2024
Q4 		$1.41M Sell
26,364
-1,143
-4% -$61.2K 0.02% 785
2024
Q3 		$1.43M Buy
27,507
+860
+3% +$43.4K 0.02% 779
2024
Q2 		$1.36M Sell
26,647
-5,791
-18% -$286K 0.02% 770
2024
Q1 		$1.62M Buy
32,438
+1,162
+4% +$55.3K 0.02% 703
2023
Q4 		$1.43M Buy
31,276
+1,135
+4% +$48.7K 0.02% 729
2023
Q3 		$1.24M Buy
30,141
+6,859
+29% +$296K 0.02% 720
2023
Q2 		$1.01M Sell
23,282
-13,543
-37% -$554K 0.01% 830
2023
Q1 		$1.48M Buy
36,825
+10,486
+40% +$417K 0.02% 650
2022
Q4 		$1.02M Buy
26,339
+8,157
+45% +$317K 0.02% 733
2022
Q3 		$653K Buy
18,182
+10,308
+131% +$411K 0.01% 894
2022
Q2 		$300K Buy
+7,874
New +$326K 0.01% 1215

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HWP
Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return
APW
Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
LWMI
Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

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

Atria Wealth Solutions sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2025, closing a stake of 23,915 shares — an estimated $1.21M sold.

Atria Wealth Solutions first reported a position in XLSR in Q2 2022 and held it in 12 quarters. The position peaked at $1.62M in Q1 2024. 112 funds tracked by Wall St. Rank hold XLSR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining State Street US Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 23,915 State Street US Sector Rotation ETF shares in Q2 2025, an estimated $1.21M.
  • Atria Wealth Solutions first reported a position in State Street US Sector Rotation ETF in Q2 2022 and held it in 12 quarters.
  • Atria Wealth Solutions's State Street US Sector Rotation ETF position peaked at $1.62M in Q1 2024.
  • 112 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2025.

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