Financial Select Sector SPDR shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $7.6M | 144k | 52.65 |
| 2025-03-31 | $29M | 574k | 49.81 |
| 2024-12-31 | $24M | 489k | 48.33 |
| 2024-09-30 | $21M | 463k | 45.32 |
| 2024-06-30 | $17M | 415k | 41.11 |
| 2024-03-31 | $23M | 542k | 42.12 |
| 2023-12-31 | $11M | 284k | 37.60 |
| 2023-09-30 | $9.3M | 280k | 33.17 |
| 2023-06-30 | $10M | 308k | 33.71 |
| 2023-03-31 | $10M | 317k | 32.15 |
| 2022-12-31 | $12M | 348k | 34.20 |
| 2022-09-30 | $10M | 335k | 30.35 |
| 2022-06-30 | $12M | 393k | 31.45 |
| 2022-03-31 | $12M | 313k | 38.33 |