Atria Wealth Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 215,491 shares of SPEM stock, worth $8.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

215,491

Previous 224,828 4.15%

Holding current value

$8.7 Million

Previous $9.28 Million 10.91%

% of portfolio

0.09%

Previous 0.1%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$38.37 - $42.82 $358,260 - $399,810	-9,337 Reduced 4.15%	215,491 $8.27 Million
Q3 2024 Nov 08, 2024	SELL	$36.02 - $41.68 $219,505 - $253,997	-6,094 Reduced 2.64%	224,828 $9.28 Million
Q2 2024 Jul 22, 2024	BUY	$35.3 - $38.79 $1.9 Million - $2.09 Million	53,934 Added 30.47%	230,922 $8.7 Million
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $2.41 Million - $2.61 Million	-71,573 Reduced 28.79%	176,988 $6.41 Million
Q4 2023 Feb 02, 2024	BUY	$32.26 - $35.46 $1.84 Million - $2.03 Million	57,111 Added 29.83%	248,561 $8.8 Million
Q3 2023 Nov 08, 2023	BUY	$33.36 - $36.37 $379,336 - $413,563	11,371 Added 6.31%	191,450 $6.43 Million
Q2 2023 Aug 03, 2023	BUY	$33.2 - $35.75 $2.49 Million - $2.68 Million	75,043 Added 71.45%	180,079 $6.19 Million
Q1 2023 Aug 22, 2023	SELL	$32.49 - $36.44 $1.3 Million - $1.46 Million	-39,948 Reduced 22.18%	140,131 $4.78 Million
Q1 2023 Jun 14, 2023	SELL	$32.49 - $36.44 $1.14 Million - $1.28 Million	-35,095 Reduced 25.04%	105,036 $3.58 Million
Q1 2023 May 10, 2023	BUY	$32.49 - $36.44 $1.1 Million - $1.23 Million	33,710 Added 31.68%	140,131 $4.78 Million
Q4 2022 Aug 30, 2023	SELL	$30.18 - $34.51 $2.26 Million - $2.59 Million	-75,043 Reduced 41.67%	105,036 $3.46 Million
Q4 2022 Feb 13, 2023	BUY	$30.18 - $34.51 $348,488 - $398,486	11,547 Added 12.17%	106,421 $3.51 Million
Q3 2022 Feb 13, 2023	SELL	$31.04 - $35.55 $152,033 - $174,123	-4,898 Reduced 4.91%	94,874 $0
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $224,760 - $257,417	7,241 Added 7.83%	99,772 $3.23 Million
Q2 2022 Aug 15, 2022	BUY	$33.85 - $40.03 $321,270 - $379,924	9,491 Added 11.43%	92,531 $3.22 Million
Q1 2022 May 16, 2022	BUY	$35.69 - $43.02 $2.96 Million - $3.57 Million	83,040 New	83,040 $3.21 Million

Others Institutions Holding SPEM

# of Institutions

870

Shares Held

213M

Call Options Held

Put Options Held

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPEM
Sector ETFs
Industry ETFs

More about SPEM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History