Atria Wealth Solutions, Inc. Spdr S&P Midcap 400 ETF Trust Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 22,219 shares of MDY stock, worth $11.9 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

22,219

Previous 17,369 27.92%

Holding current value

$11.9 Million

Previous $8.81 Million 40.29%

% of portfolio

0.14%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$491.35 - $556.4 $2.38 Million - $2.7 Million	4,850 Added 27.92%	22,219 $12.4 Million
Q4 2023 Feb 02, 2024	BUY	$425.08 - $512.6 $263,974 - $318,324	621 Added 3.71%	17,369 $8.81 Million
Q3 2023 Nov 08, 2023	BUY	$450.89 - $498.33 $496,880 - $549,159	1,102 Added 7.04%	16,748 $7.65 Million
Q2 2023 Aug 03, 2023	BUY	$439.95 - $478.91 $384,516 - $418,567	874 Added 5.92%	15,646 $7.49 Million
Q1 2023 Aug 22, 2023	SELL	$433.1 - $497.12 $198,359 - $227,680	-458 Reduced 2.93%	15,188 $6.96 Million

Q1 2023 Jun 14, 2023	SELL	$433.1 - $497.12 $180,169 - $206,801	-416 Reduced 2.74%	14,772 $6.77 Million
Q1 2023 May 10, 2023	BUY	$433.1 - $497.12 $180,169 - $206,801	416 Added 2.82%	15,188 $6.96 Million
Q4 2022 Aug 30, 2023	SELL	$409.49 - $470.66 $357,894 - $411,356	-874 Reduced 5.59%	14,772 $6.54 Million
Q4 2022 Feb 13, 2023	BUY	$409.49 - $470.66 $273,948 - $314,871	669 Added 4.74%	14,772 $6.54 Million
Q3 2022 Feb 13, 2023	SELL	$401.58 - $481.07 $30,118 - $36,080	-75 Reduced 0.53%	14,103 $5.66 Million
Q3 2022 Nov 14, 2022	BUY	$401.58 - $481.07 $232,514 - $278,539	579 Added 4.26%	14,178 $5.74 Million
Q2 2022 Aug 15, 2022	BUY	$402.57 - $493.76 $1.02 Million - $1.25 Million	2,541 Added 22.98%	13,599 $5.64 Million
Q1 2022 May 16, 2022	BUY	$459.24 - $521.7 $5.08 Million - $5.77 Million	11,058 New	11,058 $5.44 Million

Others Institutions Holding MDY

# of Institutions

1,371

Shares Held

26.6M

Call Options Held

222K

Put Options Held

327K

View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

Ticker MDY
Exchange NYSE
Sector ETFs
Industry ETFs

More about MDY

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. Spdr S&P Midcap 400 ETF Trust Transaction History