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

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

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

Other funds holding XLY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Atria Wealth Solutions reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 57% in Q2 2025, selling an estimated $3.55M and leaving 26,264 shares worth $2.86M. The position accounts for 0.06% of the portfolio, ranked #331.

Atria Wealth Solutions first reported a position in XLY in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.5M in Q4 2024. 1,245 funds tracked by Wall St. Rank hold XLY as of Q2 2025.

Atria Wealth Solutions held 26,264 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $2.86M as of Q2 2025.
Atria Wealth Solutions sold 34,696 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2025, an estimated $3.55M.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #331 holding.
Atria Wealth Solutions first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $8.5M in Q4 2024.
1,245 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2025.

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