Atria Wealth Solutions’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.6M	Sell	34,139 -116,418	-77%	-$15.7M	0.1%	228
2025 Q1	$22M	Sell	150,557 -13,264	-8%	-$1.93M	0.26%	81
2024 Q4	$22.5M	Sell	163,821 -17,546	-10%	-$2.57M	0.25%	83
2024 Q3	$27.9M	Buy	181,367 +368	+0.2%	+$55.8K	0.3%	63
2024 Q2	$26.4M	Buy	180,999 +14,621	+9%	+$2.1M	0.29%	64
2024 Q1	$24.6M	Buy	166,378 +15,748	+10%	+$2.26M	0.28%	72
2023 Q4	$20.5M	Sell	150,630 -5,752	-4%	-$748K	0.26%	80
2023 Q3	$20.1M	Sell	156,382 -21,359	-12%	-$2.84M	0.28%	78
2023 Q2	$23.6M	Sell	177,741 -10,775	-6%	-$1.42M	0.32%	63
2023 Q1	$24.4M	Buy	188,516 +3,680	+2%	+$481K	0.36%	55
2022 Q4	$25.1M	Buy	184,836 +26,427	+17%	+$3.5M	0.4%	44
2022 Q3	$19.2M	Buy	158,409 +7,371	+5%	+$949K	0.33%	63
2022 Q2	$19.4M	Buy	151,038 +53,174	+54%	+$6.97M	0.36%	65
2022 Q1	$13.4M	Buy	+97,864	New	+$13M	0.22%	95

Other funds holding XLV

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Health Care Select Sector SPDR ETF (XLV) stake by 77% in Q2 2025, selling an estimated $15.7M and leaving 34,139 shares worth $4.6M. The position accounts for 0.1% of the portfolio, ranked #228.

Atria Wealth Solutions first reported a position in XLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $27.9M in Q3 2024. 1,682 funds tracked by Wall St. Rank hold XLV as of Q2 2025.

Atria Wealth Solutions held 34,139 shares of State Street Health Care Select Sector SPDR ETF worth $4.6M as of Q2 2025.
Atria Wealth Solutions sold 116,418 State Street Health Care Select Sector SPDR ETF shares in Q2 2025, an estimated $15.7M.
State Street Health Care Select Sector SPDR ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #228 holding.
Atria Wealth Solutions first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Health Care Select Sector SPDR ETF position peaked at $27.9M in Q3 2024.
1,682 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2025.

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