Atria Wealth Solutions’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.62M | Sell |
93,236
-88,574
| -49% | -$7.24M | 0.17% | 136 |
|
|
2025
Q1 | $14.3M | Sell |
181,810
-6,780
| -4% | -$535K | 0.17% | 130 |
|
|
2024
Q4 | $14.3M | Buy |
188,590
+13,496
| +8% | +$1.02M | 0.16% | 137 |
|
|
2024
Q3 | $14.1M | Buy |
175,094
+22,801
| +15% | +$1.84M | 0.15% | 139 |
|
|
2024
Q2 | $10.4M | Sell |
152,293
-5,882
| -4% | -$401K | 0.11% | 184 |
|
|
2024
Q1 | $10.4M | Sell |
158,175
-4,127
| -3% | -$271K | 0.12% | 188 |
|
|
2023
Q4 | $10.3M | Sell |
162,302
-126,862
| -44% | -$8.03M | 0.13% | 163 |
|
|
2023
Q3 | $17M | Sell |
289,164
-76,486
| -21% | -$4.51M | 0.24% | 94 |
|
|
2023
Q2 | $23.9M | Sell |
365,650
-11,844
| -3% | -$775K | 0.33% | 57 |
|
|
2023
Q1 | $25.6M | Sell |
377,494
-25,154
| -6% | -$1.7M | 0.38% | 49 |
|
|
2022
Q4 | $28.4M | Sell |
402,648
-7,403
| -2% | -$522K | 0.46% | 33 |
|
|
2022
Q3 | $26.9M | Buy |
410,051
+162,880
| +66% | +$10.7M | 0.46% | 36 |
|
|
2022
Q2 | $17.3M | Buy |
247,171
+135,594
| +122% | +$9.51M | 0.33% | 64 |
|
|
2022
Q1 | $8.31M | Buy |
+111,577
| New | +$8.31M | 0.14% | 156 |
|