Energy Select Sector SPDR shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $3.5M | 40k | 86.56 |
| 2025-03-31 | $9.7M | 104k | 93.45 |
| 2024-12-31 | $13M | 146k | 85.66 |
| 2024-09-30 | $14M | 163k | 87.80 |
| 2024-06-30 | $16M | 177k | 91.15 |
| 2024-03-31 | $17M | 181k | 94.41 |
| 2023-12-31 | $16M | 191k | 83.84 |
| 2023-09-30 | $18M | 198k | 90.39 |
| 2023-06-30 | $15M | 190k | 81.17 |
| 2023-03-31 | $14M | 166k | 82.83 |
| 2022-12-31 | $20M | 227k | 87.45 |
| 2022-09-30 | $20M | 271k | 72.03 |
| 2022-06-30 | $21M | 293k | 71.51 |
| 2022-03-31 | $21M | 274k | 76.44 |