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 $13.5 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
145,456
Previous 162,876 10.7%
Holding current value
$13.5 Million
Previous $14.3 Million 12.87%
% of portfolio
0.14%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,179
Shares Held
231M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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