Atria Wealth Solutions, Inc. Financial Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Financial Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 488,983 shares of XLF stock, worth $23.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

488,983

Previous 463,350 5.53%

Holding current value

$23.2 Million

Previous $21 Million 12.54%

% of portfolio

0.27%

Previous 0.24%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$44.89 - $51.34 $1.15 Million - $1.32 Million	25,633 Added 5.53%	488,983 $23.6 Million
Q3 2024 Nov 08, 2024	BUY	$40.84 - $45.74 $1.98 Million - $2.21 Million	48,419 Added 11.67%	463,350 $21 Million
Q2 2024 Jul 22, 2024	SELL	$39.59 - $42.49 $5.02 Million - $5.39 Million	-126,744 Reduced 23.4%	414,931 $17.1 Million
Q1 2024 May 13, 2024	BUY	$37.27 - $42.12 $9.62 Million - $10.9 Million	258,033 Added 90.97%	541,675 $22.8 Million
Q4 2023 Feb 02, 2024	BUY	$31.45 - $37.72 $116,805 - $140,092	3,714 Added 1.33%	283,642 $10.7 Million
Q3 2023 Nov 08, 2023	SELL	$33.17 - $35.6 $938,412 - $1.01 Million	-28,291 Reduced 9.18%	279,928 $9.29 Million
Q2 2023 Aug 03, 2023	SELL	$31.55 - $33.71 $1.09 Million - $1.16 Million	-34,439 Reduced 10.05%	308,219 $10.4 Million
Q1 2023 Aug 22, 2023	BUY	$30.98 - $37.0 $275,009 - $328,449	8,877 Added 2.88%	317,096 $10.2 Million
Q1 2023 Jun 14, 2023	BUY	$30.98 - $37.0 $791,910 - $945,794	25,562 Added 8.06%	342,658 $11 Million
Q1 2023 May 10, 2023	SELL	$30.98 - $37.0 $944,920 - $1.13 Million	-30,501 Reduced 8.77%	317,096 $10.2 Million
Q4 2022 Aug 30, 2023	BUY	$30.29 - $36.31 $1.04 Million - $1.25 Million	34,439 Added 11.17%	342,658 $11.7 Million
Q4 2022 Feb 13, 2023	BUY	$30.29 - $36.31 $394,224 - $472,574	13,015 Added 3.89%	347,597 $11.9 Million
Q3 2022 Feb 13, 2023	SELL	$30.36 - $35.81 $164,429 - $193,946	-5,416 Reduced 1.59%	334,582 $0
Q3 2022 Nov 14, 2022	SELL	$30.36 - $35.81 $1.59 Million - $1.88 Million	-52,484 Reduced 13.37%	339,998 $10.4 Million
Q2 2022 Aug 15, 2022	BUY	$30.84 - $38.22 $2.44 Million - $3.02 Million	79,110 Added 25.24%	392,482 $12.3 Million
Q1 2022 May 16, 2022	BUY	$35.66 - $41.42 $11.2 Million - $13 Million	313,372 New	313,372 $12 Million

Others Institutions Holding XLF

# of Institutions

2,045

Shares Held

761M

Call Options Held

260M

Put Options Held

343M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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. Financial Sector Spdr Transaction History