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

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

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 176,988 shares of SPEM stock, worth $6.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
176,988
Previous 248,561 28.79%
Holding current value
$6.7 Million
Previous $8.8 Million 27.22%
% of portfolio
0.07%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$33.69 - $36.47 $2.41 Million - $2.61 Million
-71,573 Reduced 28.79%
176,988 $6.41 Million
Q4 2023

Feb 02, 2024
BUY
$32.26 - $35.46 $1.84 Million - $2.03 Million
57,111 Added 29.83%
248,561 $8.8 Million
Q3 2023

Nov 08, 2023
BUY
$33.36 - $36.37 $379,336 - $413,563
11,371 Added 6.31%
191,450 $6.43 Million
Q2 2023

Aug 03, 2023
BUY
$33.2 - $35.75 $2.49 Million - $2.68 Million
75,043 Added 71.45%
180,079 $6.19 Million
Q1 2023

Aug 22, 2023
SELL
$32.49 - $36.44 $1.3 Million - $1.46 Million
-39,948 Reduced 22.18%
140,131 $4.78 Million
Q1 2023

Jun 14, 2023
SELL
$32.49 - $36.44 $1.14 Million - $1.28 Million
-35,095 Reduced 25.04%
105,036 $3.58 Million
Q1 2023

May 10, 2023
BUY
$32.49 - $36.44 $1.1 Million - $1.23 Million
33,710 Added 31.68%
140,131 $4.78 Million
Q4 2022

Aug 30, 2023
SELL
$30.26 - $34.51 $2.27 Million - $2.59 Million
-75,043 Reduced 41.67%
105,036 $3.46 Million
Q4 2022

Feb 13, 2023
BUY
$30.26 - $34.51 $349,412 - $398,486
11,547 Added 12.17%
106,421 $3.51 Million
Q3 2022

Feb 13, 2023
SELL
N/A
-4,898 Reduced 4.91%
94,874 $0
Q3 2022

Nov 14, 2022
BUY
N/A
7,241 Added 7.83%
99,772 $3.23 Million
Q2 2022

Aug 15, 2022
BUY
N/A
9,491 Added 11.43%
92,531 $3.22 Million
Q1 2022

May 16, 2022
BUY
N/A
83,040 New
83,040 $3.21 Million

Others Institutions Holding SPEM

# of Institutions
743
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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