Atria Wealth Solutions, Inc. Consumer Staples Sector Spdr Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 86,029 shares of XLP stock, worth $6.54 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
86,029
Previous 113,666 24.31%
Holding current value
$6.54 Million
Previous $8.64 Million 24.32%
% of portfolio
0.16%
Previous 0.11%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
N/A
-27,637 Reduced 24.31%
86,029 $6.54 Million
Q1 2025

May 09, 2025
SELL
N/A
-18,090 Reduced 13.73%
113,666 $8.64 Million
Q4 2024

Jan 31, 2025
BUY
N/A
1,853 Added 1.43%
131,756 $10 Million
Q3 2024

Nov 08, 2024
BUY
$76.04 - $76.04 $1.41 Million - $1.41 Million
18,571 Added 16.68%
129,903 $9.88 Million
Q2 2024

Jul 22, 2024
BUY
$73.08 - $78.4 $119,631 - $128,340
1,637 Added 1.49%
111,332 $8.53 Million
Q1 2024

May 13, 2024
SELL
$71.59 - $76.36 $1.36 Million - $1.45 Million
-19,008 Reduced 14.77%
109,695 $8.38 Million
Q4 2023

Feb 02, 2024
SELL
$66.22 - $72.3 $672,199 - $733,917
-10,151 Reduced 7.31%
128,703 $9.27 Million
Q3 2023

Nov 08, 2023
SELL
$68.8 - $76.1 $575,993 - $637,109
-8,372 Reduced 5.69%
138,854 $9.55 Million
Q2 2023

Aug 03, 2023
SELL
$72.59 - $77.5 $249,201 - $266,057
-3,433 Reduced 2.28%
147,226 $10.9 Million
Q1 2023

Aug 22, 2023
SELL
$71.11 - $75.78 $183,748 - $195,815
-2,584 Reduced 1.76%
144,642 $10.8 Million
Q1 2023

Jun 14, 2023
BUY
$71.11 - $75.78 $427,868 - $455,968
6,017 Added 4.16%
150,659 $11.3 Million
Q1 2023

May 10, 2023
SELL
$71.11 - $75.78 $1.07 Million - $1.14 Million
-15,063 Reduced 9.43%
144,642 $10.8 Million
Q4 2022

Aug 30, 2023
BUY
$71.53 - $77.19 $245,562 - $264,993
3,433 Added 2.33%
150,659 $11.2 Million
Q4 2022

Feb 13, 2023
BUY
$71.53 - $77.19 $1.11 Million - $1.2 Million
15,566 Added 10.8%
159,705 $11.9 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-122 Reduced 0.08%
144,139 $0
Q3 2022

Nov 14, 2022
BUY
N/A
449 Added 0.31%
144,261 $9.7 Million
Q2 2022

Aug 15, 2022
BUY
N/A
57,264 Added 66.16%
143,812 $10.4 Million
Q1 2022

May 16, 2022
BUY
N/A
86,548 New
86,548 $6.57 Million

Others Institutions Holding XLP

# of Institutions
1,380
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

XLP Quotes by TradingView
  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email