Atria Investments LLC Spdr Index Shs Fds S Spdr Port Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

A detailed history of Atria Investments LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Atria Investments LLC holds 5,013 shares of SPGM stock, worth $327,749. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,013

Holding current value

$327,749

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$63.23 - $66.65 $316,971 - $334,116	5,013 New	5,013 $317,000

Others Institutions Holding SPGM

# of Institutions

140

Shares Held

9.87M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.28M
Shares

$149 Million
0.07% of portfolio
Sequoia Financial Advisors, LLC

1.32M
Shares

$86.1 Million
0.72% of portfolio
Private Advisor Group, LLC

796K
Shares

$52 Million
0.29% of portfolio
Independent Advisor Alliance

465K
Shares

$30.4 Million
0.41% of portfolio
Mariner, LLC Overland Park, KS

418K
Shares

$27.3 Million
0.05% of portfolio

View Full List

About SPDR INDEX SHS FDS S SPDR PORT

Ticker SPGM
Sector ETFs
Industry ETFs

More about SPGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC Spdr Index Shs Fds S Spdr Port Transaction History