Atria Wealth Solutions’s Consumer Discretionary Select Sector SPDR Fund 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 |
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|
2025
Q1 | $6.02M | Sell |
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|
2024
Q4 | $8.5M | Buy |
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|
2024
Q3 | $5.61M | Sell |
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|
2024
Q2 | $6.6M | Buy |
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|
2024
Q1 | $6.13M | Buy |
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|
2023
Q4 | $5.06M | Sell |
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|
2023
Q3 | $4.61M | Sell |
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|
2023
Q2 | $4.93M | Buy |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $3.61M | Sell |
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|
2022
Q3 | $4.04M | Sell |
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|
2022
Q2 | $4.21M | Buy |
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|
2022
Q1 | $4.36M | Buy |
|