A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 232,220 shares of SPY stock, worth $140 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
232,220
Previous 267,397 13.16%
Holding current value
$140 Million
Previous $146 Million 8.43%
% of portfolio
1.5%
Previous 1.66%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$517.38 - $573.86 $18.2 Million - $20.2 Million
-35,177 Reduced 13.16%
232,220 $133 Million
Q2 2024

Jul 22, 2024

BUY
$495.16 - $548.49 $3.75 Million - $4.16 Million
7,577 Added 2.92%
267,397 $146 Million
Q1 2024

May 13, 2024

BUY
$467.28 - $523.17 $9.21 Million - $10.3 Million
19,708 Added 8.21%
259,820 $136 Million
Q4 2023

Feb 02, 2024

BUY
$410.68 - $476.69 $15.5 Million - $18 Million
37,657 Added 18.6%
240,112 $114 Million
Q3 2023

Nov 08, 2023

SELL
$425.88 - $457.79 $9.82 Million - $10.6 Million
-23,059 Reduced 10.23%
202,455 $86.5 Million
Q2 2023

Aug 03, 2023

BUY
$404.36 - $443.28 $9.85 Million - $10.8 Million
24,349 Added 12.1%
225,514 $100 Million
Q1 2023

Aug 22, 2023

SELL
$379.5 - $416.78 $2.67 Million - $2.93 Million
-7,027 Reduced 3.12%
218,487 $89.4 Million
Q1 2023

Jun 14, 2023

SELL
$379.5 - $416.78 $6.57 Million - $7.22 Million
-17,322 Reduced 7.93%
201,165 $82.4 Million
Q1 2023

May 10, 2023

BUY
$379.5 - $416.78 $6.26 Million - $6.87 Million
16,490 Added 8.16%
218,487 $89.4 Million
Q4 2022

Aug 30, 2023

SELL
$357.63 - $407.42 $8.71 Million - $9.92 Million
-24,349 Reduced 10.8%
201,165 $76.9 Million
Q4 2022

Feb 13, 2023

BUY
$357.63 - $407.42 $2.46 Million - $2.8 Million
6,884 Added 3.53%
201,997 $77.2 Million
Q3 2022

Feb 13, 2023

SELL
$357.18 - $429.7 $975,815 - $1.17 Million
-2,732 Reduced 1.38%
195,113 $69.7 Million
Q3 2022

Nov 14, 2022

BUY
$357.18 - $429.7 $23.7 Million - $28.6 Million
66,493 Added 50.62%
197,845 $71.6 Million
Q2 2022

Aug 15, 2022

SELL
$365.86 - $456.8 $16.3 Million - $20.4 Million
-44,661 Reduced 25.37%
131,352 $49.7 Million
Q1 2022

May 16, 2022

BUY
$416.25 - $477.71 $73.3 Million - $84.1 Million
176,013 New
176,013 $79.7 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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