Atria Wealth Solutions, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 34,335 shares of SPTM stock, worth $2.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
34,335
Previous 31,647 8.49%
Holding current value
$2.43 Million
Previous $2.22 Million 10.6%
% of portfolio
0.03%
Previous 0.02%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$69.3 - $74.3 $186,278 - $199,718
2,688 Added 8.49%
34,335 $2.45 Million
Q3 2024

Nov 08, 2024
SELL
$63.28 - $70.06 $193,004 - $213,683
-3,050 Reduced 8.79%
31,647 $2.22 Million
Q2 2024

Jul 22, 2024
SELL
$60.69 - $66.83 $226,555 - $249,476
-3,733 Reduced 9.71%
34,697 $2.3 Million
Q1 2024

May 13, 2024
SELL
$57.38 - $64.15 $662,050 - $740,162
-11,538 Reduced 23.09%
38,430 $2.47 Million
Q4 2023

Feb 02, 2024
BUY
$50.31 - $58.65 $103,286 - $120,408
2,053 Added 4.28%
49,968 $2.92 Million
Q3 2023

Nov 08, 2023
SELL
$52.22 - $56.31 $90,027 - $97,078
-1,724 Reduced 3.47%
47,915 $2.52 Million
Q2 2023

Aug 03, 2023
SELL
$49.75 - $54.44 $59,053 - $64,620
-1,187 Reduced 2.34%
49,639 $2.7 Million
Q1 2023

Aug 22, 2023
BUY
$46.97 - $51.65 $357,206 - $392,798
7,605 Added 15.32%
57,244 $2.89 Million
Q1 2023

Jun 14, 2023
SELL
$46.97 - $51.65 $301,453 - $331,489
-6,418 Reduced 11.21%
50,826 $2.56 Million
Q1 2023

May 10, 2023
BUY
$46.97 - $51.65 $301,453 - $331,489
6,418 Added 12.63%
57,244 $2.89 Million
Q4 2022

Aug 30, 2023
BUY
$44.09 - $50.41 $52,334 - $59,836
1,187 Added 2.39%
50,826 $2.4 Million
Q4 2022

Feb 13, 2023
SELL
$44.09 - $50.41 $41,797 - $47,788
-948 Reduced 1.83%
50,826 $2.4 Million
Q3 2022

Feb 13, 2023
SELL
$44.11 - $53.04 $30,744 - $36,968
-697 Reduced 1.33%
51,774 $0
Q3 2022

Nov 14, 2022
BUY
$44.11 - $53.04 $230,783 - $277,505
5,232 Added 11.08%
52,471 $2.34 Million
Q2 2022

Aug 15, 2022
SELL
$45.19 - $56.15 $235,349 - $292,429
-5,208 Reduced 9.93%
47,239 $2.2 Million
Q1 2022

May 16, 2022
BUY
$51.36 - $58.82 $2.69 Million - $3.08 Million
52,447 New
52,447 $2.92 Million

Others Institutions Holding SPTM

# of Institutions
677
Shares Held
93.6M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
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