Atria Wealth Solutions’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.86M	Sell	26,264 -34,696	-57%	-$3.55M	0.06%	331
2025 Q1	$6.02M	Sell	60,960 -14,780	-20%	-$1.6M	0.07%	286
2024 Q4	$8.5M	Buy	75,740 +19,728	+35%	+$2.11M	0.09%	221
2024 Q3	$5.61M	Sell	56,012 -16,380	-23%	-$1.53M	0.06%	315
2024 Q2	$6.6M	Buy	72,392 +5,768	+9%	+$512K	0.07%	273
2024 Q1	$6.13M	Buy	66,624 +10,068	+18%	+$897K	0.07%	292
2023 Q4	$5.06M	Sell	56,556 -730	-1%	-$60.5K	0.06%	305
2023 Q3	$4.61M	Sell	57,286 -830	-1%	-$70.2K	0.06%	309
2023 Q2	$4.93M	Buy	58,116 +1,062	+2%	+$81.3K	0.07%	290
2023 Q1	$4.27M	Buy	57,054 +1,144	+2%	+$82K	0.06%	304
2022 Q4	$3.61M	Sell	55,910 -796	-1%	-$55.5K	0.06%	335
2022 Q3	$4.04M	Sell	56,706 -4,462	-7%	-$349K	0.07%	276
2022 Q2	$4.21M	Buy	61,168 +14,078	+30%	+$1.11M	0.08%	261
2022 Q1	$4.36M	Buy	+47,090	New	+$4.31M	0.07%	279