Atria Wealth Solutions, Inc. Energy Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Energy Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 145,456 shares of XLE stock, worth $12.7 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

145,456

Previous 162,876 10.7%

Holding current value

$12.7 Million

Previous $14.3 Million 12.87%

% of portfolio

0.14%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$83.32 - $97.27 $1.45 Million - $1.69 Million	-17,420 Reduced 10.7%	145,456 $12.5 Million
Q3 2024 Nov 08, 2024	SELL	$84.35 - $93.39 $1.21 Million - $1.34 Million	-14,316 Reduced 8.08%	162,876 $14.3 Million
Q2 2024 Jul 22, 2024	SELL	$88.04 - $98.08 $362,460 - $403,795	-4,117 Reduced 2.27%	177,192 $16.2 Million
Q1 2024 May 13, 2024	SELL	$79.91 - $94.41 $734,213 - $867,439	-9,188 Reduced 4.82%	181,309 $17.1 Million
Q4 2023 Feb 02, 2024	SELL	$81.2 - $91.96 $599,986 - $679,492	-7,389 Reduced 3.73%	190,497 $16 Million
Q3 2023 Nov 08, 2023	BUY	$79.09 - $93.36 $649,091 - $766,205	8,207 Added 4.33%	197,886 $17.9 Million
Q2 2023 Aug 03, 2023	SELL	$76.59 - $87.23 $2.76 Million - $3.15 Million	-36,077 Reduced 15.98%	189,679 $15.4 Million
Q1 2023 Aug 22, 2023	SELL	$76.97 - $93.11 $1.86 Million - $2.25 Million	-24,128 Reduced 12.72%	165,551 $13.7 Million
Q1 2023 Jun 14, 2023	BUY	$76.97 - $93.11 $4.63 Million - $5.61 Million	60,205 Added 36.37%	225,756 $18.7 Million
Q1 2023 May 10, 2023	SELL	$76.97 - $93.11 $4.71 Million - $5.7 Million	-61,209 Reduced 26.99%	165,551 $13.7 Million
Q4 2022 Aug 30, 2023	BUY	$76.09 - $94.08 $2.75 Million - $3.39 Million	36,077 Added 19.02%	225,756 $19.7 Million
Q4 2022 Feb 13, 2023	SELL	$76.09 - $94.08 $3.37 Million - $4.16 Million	-44,239 Reduced 16.32%	226,760 $19.8 Million
Q3 2022 Feb 13, 2023	SELL	$67.49 - $84.09 $1.68 Million - $2.1 Million	-24,944 Reduced 8.43%	270,999 $0
Q3 2022 Nov 14, 2022	BUY	$67.49 - $84.09 $175,339 - $218,465	2,598 Added 0.89%	295,943 $21.3 Million
Q2 2022 Aug 15, 2022	BUY	$70.66 - $92.28 $1.34 Million - $1.75 Million	19,003 Added 6.93%	293,345 $21 Million
Q1 2022 May 16, 2022	BUY	$57.22 - $78.75 $15.7 Million - $21.6 Million	274,342 New	274,342 $21 Million

Others Institutions Holding XLE

# of Institutions

2,070

Shares Held

234M

Call Options Held

45.8M

Put Options Held

111M

View Full List

About ENERGY SECTOR SPDR

Ticker XLE
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Energy Sector Spdr Transaction History