Atria Wealth Solutions, Inc. Select Sector Spdr Fund Health Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 34,139 shares of XLV stock, worth $5.18 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
34,139
Previous 150,557 77.32%
Holding current value
$5.18 Million
Previous $22 Million 79.07%
% of portfolio
0.11%
Previous 0.28%

Shares

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

Jul 25, 2025
SELL
$128.77 - $144.3 $15 Million - $16.8 Million
-116,418 Reduced 77.32%
34,139 $4.6 Million
Q1 2025

May 09, 2025
SELL
$137.61 - $149.68 $1.83 Million - $1.99 Million
-13,264 Reduced 8.1%
150,557 $22 Million
Q4 2024

Jan 31, 2025
SELL
$136.28 - $154.74 $2.39 Million - $2.72 Million
-17,546 Reduced 9.67%
163,821 $22.5 Million
Q3 2024

Nov 08, 2024
BUY
$143.3 - $157.24 $52,734 - $57,864
368 Added 0.2%
181,367 $27.9 Million
Q2 2024

Jul 22, 2024
BUY
$138.43 - $147.09 $2.02 Million - $2.15 Million
14,621 Added 8.79%
180,999 $26.4 Million
Q1 2024

May 13, 2024
BUY
$138.48 - $147.86 $2.18 Million - $2.33 Million
15,748 Added 10.45%
166,378 $24.6 Million
Q4 2023

Feb 02, 2024
SELL
$123.14 - $136.38 $708,301 - $784,457
-5,752 Reduced 3.68%
150,630 $20.5 Million
Q3 2023

Nov 08, 2023
SELL
$128.74 - $136.24 $2.75 Million - $2.91 Million
-21,359 Reduced 12.02%
156,382 $20.1 Million
Q2 2023

Aug 03, 2023
SELL
$126.74 - $135.66 $899,220 - $962,507
-7,095 Reduced 3.84%
177,741 $23.6 Million
Q1 2023

Aug 22, 2023
BUY
$124.15 - $135.82 $1.34 Million - $1.46 Million
10,775 Added 6.06%
188,516 $24.4 Million
Q1 2023

Jun 14, 2023
SELL
$124.15 - $135.82 $456,872 - $499,817
-3,680 Reduced 1.95%
184,836 $23.9 Million
Q1 2023

May 10, 2023
SELL
$124.15 - $135.82 $185,107 - $202,507
-1,491 Reduced 0.78%
188,516 $24.4 Million
Q4 2022

Aug 30, 2023
BUY
$121.85 - $140.1 $864,525 - $994,009
7,095 Added 3.99%
184,836 $25.1 Million
Q4 2022

Feb 13, 2023
BUY
$121.85 - $140.1 $3.85 Million - $4.43 Million
31,598 Added 19.95%
190,007 $25.8 Million
Q3 2022

Feb 13, 2023
BUY
$121.11 - $134.29 $2.92 Million - $3.24 Million
24,135 Added 17.97%
158,409 $0
Q3 2022

Nov 14, 2022
SELL
$121.11 - $134.29 $2.03 Million - $2.25 Million
-16,764 Reduced 11.1%
134,274 $16.4 Million
Q2 2022

Aug 15, 2022
BUY
$119.89 - $142.83 $6.38 Million - $7.59 Million
53,174 Added 54.33%
151,038 $19.4 Million
Q1 2022

May 16, 2022
BUY
$126.55 - $139.44 $12.4 Million - $13.6 Million
97,864 New
97,864 $13.4 Million

Others Institutions Holding XLV

# of Institutions
1,968
Shares Held
194M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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