Atria Wealth Solutions’s SPDR SSGA US Sector Rotation ETF XLSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,915
| Closed | -$1.21M | – | 1924 |
|
|
2025
Q1 | $1.21M | Sell |
23,915
-2,449
| -9% | -$124K | 0.01% | 799 |
|
|
2024
Q4 | $1.41M | Sell |
26,364
-1,143
| -4% | -$61.1K | 0.02% | 782 |
|
|
2024
Q3 | $1.43M | Buy |
27,507
+860
| +3% | +$44.6K | 0.02% | 774 |
|
|
2024
Q2 | $1.36M | Sell |
26,647
-5,791
| -18% | -$295K | 0.02% | 766 |
|
|
2024
Q1 | $1.62M | Buy |
32,438
+1,162
| +4% | +$57.9K | 0.02% | 701 |
|
|
2023
Q4 | $1.43M | Buy |
31,276
+1,135
| +4% | +$51.9K | 0.02% | 724 |
|
|
2023
Q3 | $1.24M | Buy |
30,141
+6,859
| +29% | +$283K | 0.02% | 717 |
|
|
2023
Q2 | $1.01M | Sell |
23,282
-13,543
| -37% | -$587K | 0.01% | 827 |
|
|
2023
Q1 | $1.48M | Buy |
36,825
+10,486
| +40% | +$421K | 0.02% | 649 |
|
|
2022
Q4 | $1.02M | Buy |
26,339
+8,157
| +45% | +$317K | 0.02% | 731 |
|
|
2022
Q3 | $653K | Buy |
18,182
+10,308
| +131% | +$370K | 0.01% | 891 |
|
|
2022
Q2 | $300K | Buy |
+7,874
| New | +$300K | 0.01% | 1190 |
|