Atria Wealth Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 69,849 shares of SPDW stock, worth $3.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

69,849

Previous 203,287 65.64%

Holding current value

$3.02 Million

Previous $7.4 Million 61.79%

% of portfolio

0.07%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$32.66 - $40.75 $4.36 Million - $5.44 Million	-133,438 Reduced 65.64%	69,849 $2.83 Million
Q1 2025 May 09, 2025	SELL	$33.84 - $37.77 $912,224 - $1.02 Million	-26,957 Reduced 11.71%	203,287 $7.4 Million
Q4 2024 Jan 31, 2025	BUY	$34.13 - $37.35 $1.8 Million - $1.96 Million	52,601 Added 29.61%	230,244 $7.86 Million
Q3 2024 Nov 08, 2024	SELL	$33.74 - $37.96 $380,890 - $428,530	-11,289 Reduced 5.98%	177,643 $6.67 Million
Q2 2024 Jul 22, 2024	BUY	$34.2 - $36.64 $371,719 - $398,240	10,869 Added 6.1%	188,932 $6.63 Million
Q1 2024 May 13, 2024	BUY	$32.85 - $35.9 $122,136 - $133,476	3,718 Added 2.13%	178,063 $6.38 Million
Q4 2023 Feb 02, 2024	BUY	$29.46 - $34.07 $142,733 - $165,069	4,845 Added 2.86%	174,345 $5.93 Million
Q3 2023 Nov 08, 2023	BUY	$30.88 - $33.58 $109,654 - $119,242	3,551 Added 2.14%	169,500 $5.26 Million
Q2 2023 Aug 03, 2023	BUY	$31.7 - $33.66 $1.39 Million - $1.47 Million	43,731 Added 35.78%	165,949 $5.4 Million
Q1 2023 Aug 22, 2023	BUY	$29.83 - $32.71 $379,228 - $415,842	12,713 Added 7.66%	178,662 $5.74 Million
Q1 2023 Jun 14, 2023	SELL	$29.83 - $32.71 $1.68 Million - $1.85 Million	-56,444 Reduced 31.59%	122,218 $3.93 Million
Q1 2023 May 10, 2023	BUY	$29.83 - $32.71 $1.6 Million - $1.76 Million	53,708 Added 42.98%	178,662 $5.74 Million
Q4 2022 Aug 30, 2023	SELL	$25.7 - $31.02 $1.12 Million - $1.36 Million	-43,731 Reduced 26.35%	122,218 $3.63 Million
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $1.22 Million - $1.47 Million	47,330 Added 60.97%	124,954 $3.71 Million
Q3 2022 Feb 13, 2023	SELL	$25.67 - $30.93 $496,765 - $598,557	-19,352 Reduced 19.96%	77,624 $0
Q3 2022 Nov 14, 2022	SELL	$25.67 - $30.93 $1.47 Million - $1.77 Million	-57,382 Reduced 37.17%	96,976 $2.59 Million
Q2 2022 Aug 15, 2022	SELL	$28.57 - $34.74 $598,427 - $727,664	-20,946 Reduced 11.95%	154,358 $4.45 Million
Q1 2022 May 16, 2022	BUY	$31.42 - $36.91 $5.51 Million - $6.47 Million	175,304 New	175,304 $6.01 Million

Others Institutions Holding SPDW

# of Institutions

1,145

Shares Held

575M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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Atria Wealth Solutions, Inc. Spdr Ser Tr Fds Spdr Portfolio Transaction History