Atria Wealth Solutions’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.86M | Sell |
13,132
-17,348
| -57% | -$3.77M | 0.06% | 331 |
|
|
2025
Q1 | $6.02M | Sell |
30,480
-7,390
| -20% | -$1.46M | 0.07% | 286 |
|
|
2024
Q4 | $8.5M | Buy |
37,870
+9,864
| +35% | +$2.21M | 0.09% | 221 |
|
|
2024
Q3 | $5.61M | Sell |
28,006
-8,190
| -23% | -$1.64M | 0.06% | 313 |
|
|
2024
Q2 | $6.6M | Buy |
36,196
+2,884
| +9% | +$526K | 0.07% | 272 |
|
|
2024
Q1 | $6.13M | Buy |
33,312
+5,034
| +18% | +$926K | 0.07% | 290 |
|
|
2023
Q4 | $5.06M | Sell |
28,278
-365
| -1% | -$65.3K | 0.06% | 304 |
|
|
2023
Q3 | $4.61M | Sell |
28,643
-415
| -1% | -$66.8K | 0.06% | 309 |
|
|
2023
Q2 | $4.93M | Buy |
29,058
+531
| +2% | +$90.2K | 0.07% | 290 |
|
|
2023
Q1 | $4.27M | Buy |
28,527
+572
| +2% | +$85.5K | 0.06% | 304 |
|
|
2022
Q4 | $3.61M | Sell |
27,955
-398
| -1% | -$51.4K | 0.06% | 335 |
|
|
2022
Q3 | $4.04M | Sell |
28,353
-2,231
| -7% | -$318K | 0.07% | 276 |
|
|
2022
Q2 | $4.21M | Buy |
30,584
+7,039
| +30% | +$968K | 0.08% | 248 |
|
|
2022
Q1 | $4.36M | Buy |
+23,545
| New | +$4.36M | 0.07% | 279 |
|