Atria Wealth Solutions’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Atria Wealth Solutions’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.62M	Sell	186,472 -177,148	-49%	-$7.06M	0.17%	136
2025 Q1	$14.3M	Sell	363,620 -13,560	-4%	-$530K	0.17%	130
2024 Q4	$14.3M	Buy	377,180 +26,992	+8%	+$1.07M	0.16%	137
2024 Q3	$14.1M	Buy	350,188 +45,602	+15%	+$1.69M	0.15%	139
2024 Q2	$10.4M	Sell	304,586 -11,764	-4%	-$404K	0.11%	185
2024 Q1	$10.4M	Sell	316,350 -8,254	-3%	-$258K	0.12%	188
2023 Q4	$10.3M	Sell	324,604 -253,724	-44%	-$7.76M	0.13%	164
2023 Q3	$17M	Sell	578,328 -152,972	-21%	-$4.93M	0.24%	94
2023 Q2	$23.9M	Sell	731,300 -23,688	-3%	-$797K	0.33%	57
2023 Q1	$25.6M	Sell	754,988 -50,308	-6%	-$1.71M	0.38%	49
2022 Q4	$28.4M	Sell	805,296 -14,806	-2%	-$503K	0.46%	33
2022 Q3	$26.9M	Buy	820,102 +325,760	+66%	+$11.9M	0.46%	36
2022 Q2	$17.3M	Buy	494,342 +271,188	+122%	+$9.82M	0.33%	70
2022 Q1	$8.31M	Buy	+223,154	New	+$7.74M	0.14%	156

Other funds holding XLU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 49% in Q2 2025, selling an estimated $7.06M and leaving 186,472 shares worth $7.62M. The position accounts for 0.17% of the portfolio, ranked #136.

Atria Wealth Solutions first reported a position in XLU in Q1 2022 and has held it in 14 quarters since. The position peaked at $28.4M in Q4 2022. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.

Atria Wealth Solutions held 186,472 shares of State Street Utilities Select Sector SPDR ETF worth $7.62M as of Q2 2025.
Atria Wealth Solutions sold 177,148 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $7.06M.
State Street Utilities Select Sector SPDR ETF made up 0.17% of Atria Wealth Solutions's portfolio in Q2 2025, its #136 holding.
Atria Wealth Solutions first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Utilities Select Sector SPDR ETF position peaked at $28.4M in Q4 2022.
1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.

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